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New Account Onboarding & Processing Specialist

NewEdge Advisors

NewEdge Advisors is seeking a detail-oriented Analyst to manage account opening and repapering processes for accounts across multiple custodians. You will support transitions, data intake, document delivery, and timely processing while ensuring compliance with firm policies. The role requires strong MS Office skills, excellent communication, and the ability to handle multiple tasks with accuracy. Some travel for onsite support may be required, supporting both clients and advisors. #J-18808-Ljbffr NewEdge Advisors

Vacancy posted 3 days ago
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