Senior New Account Onboarding - Wealth Management
Ascendo Resources
Senior New Account Onboarding - Wealth Management Senior New Account Onboarding - Wealth Management 2 days ago Be among the first 25 applicants We are currently on the search for someone who carries experience with onboarding new accounts and conducting all operations related. This person will sit in a wealth management environment conducting back office operations. Responsibilities: Facilitates the onboarding process for international clients, including individuals, complex corporate structures, and institutional investors, following established procedures. Assists branch support and recruits in opening new accounts, ensuring all required documentation complies with jurisdictional legal opinions, which may involve detailed client and account reviews. Maintains compliance by updating information on existing international accounts, including changes to addresses, phone numbers, and authorized individuals. Coordinates with departments such as AML, Tax Reporting, and Legal to ensure documentation and data align with firm policies and procedures. Provides informal guidance and training to support team members as needed. Reviews and tracks daily reports related to new and existing international accounts. Handles sensitive information with discretion, making informed decisions and offering solutions to complex situations. Oversees and promptly resolves branch inquiries and concerns, ensuring a high level of client service. Qualifications: 4+ years of experience working with new accounts and back-office operations with primarily international clients within a banking or wealth management. Bachelor's degree in related field (Finance, Business Administration, Economics, etc.) FINRA licenses preferred but not required Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Analyst Industries Banking, Financial Services, and Investment Banking Referrals increase your chances of interviewing at Ascendo Resources by 2x Inferred from the description for this job Medical insurance Vision insurance 401(k) Paid maternity leave Paid paternity leave Get notified about new Wealth Manager jobs in Miami, FL . Miami, FL $40,000.00-$65,000.00 1 week ago Miami, FL $90,000.00-$100,000.00 2 weeks ago Fort Lauderdale, FL $90,000.00-$100,000.00 4 days ago Financial Advisor Coach | Practice Management Consultant Miami, FL $85,000.00-$172,328.00 1 week ago Financial Advisor - Endowments and Foundations Miami, FL $100,000.00-$130,000.00 2 weeks ago Fort Lauderdale, FL $138,937.27-$214,977.00 2 weeks ago Miami, FL $100,000.00-$150,000.00 1 month ago Miami, FL $70,000.00-$100,000.00 1 month ago Miami, FL $65,000.00-$100,000.00 1 day ago Miami, FL $70,000.00-$100,000.00 6 days ago Private Banker (Hunter) & Relationship Manager (Farmer) – Miami(US) Domestic Clients Citi Private Bank - UHNW Investment Counselor - Director / MD Miami, FL $200,000.00-$500,000.00 1 day ago Miami, FL $100,000.00-$150,000.00 2 months ago Financial Advisor- Career Changers Welcome Miami-Fort Lauderdale Area 54 minutes ago Broward County, FL $190,000.00-$240,000.00 2 days ago Miami, FL $150,000.00-$1,000,000.00 2 weeks ago Miami, FL $80,000.00-$100,000.00 3 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr Ascendo Resources
$60k - $90k
A financial services firm is seeking a Senior New Account Onboarding professional to oversee the onboarding process for international clients in a wealth management setting. Candidates should have over 4 years of experience in back-office operations and a bachelor's degree...SeniorAccounts- Overview The Wealth Management Services Specialist Senior is responsible for enhancing the client experience by... ...The role will be integral in the onboarding of new clients, coordination of cash/non... ...movements, ongoing maintenance of client accounts and providing support to Wealth...SeniorAccounts
- ...institution in Miami is seeking a Wealth Management Services Specialist Senior to enhance client experience by... ...excellent service, manage client accounts, and prepare essential documentation... ...skills. This role supports onboarding new clients and ensuring compliance with...SeniorAccounts
- Daybright Financial is seeking a Senior Client Service & Operations... ...the daily execution of account servicing and operational controls... ...to a junior team member, and managing custodial workflows. The... ...years' experience in RIA or wealth management operations, with strong...SeniorAccounts
- ...an experienced AML Senior Analyst for our... ...including Senior Management. You will also help... ...development of challenging new processes and the... .... Conduct account opening documentation... ...source of funds, wealth, and adverse media... ...and ongoing client onboarding inquiries and...SeniorAccountsWork experience placementWork at office
- ...is currently seeking a Senior Client Service & Operations... ...the daily execution of account servicing, custodial... ...Own end-to-end account onboarding and maintenance, including new accounts, ACAT/non-ACAT... ...of experience in RIA or wealth management operations or client service...SeniorAccounts
- ...to address inquiries, provide updates on account activity, and offer support as needed. Anticipate... ...to detail. Assist financial advisors in managing client portfolios, including account... ...services industry, preferably in wealth management or investment advisory. Strong...SeniorAccountsWork at office
- ...Description Job Description SUMMARY: The Senior Wealth Management Fiduciary Advisor will serve as a... ...to collaborate with attorneys, accountants, investment professionals, beneficiaries... ...support business development and identify new opportunities. Represent Grove Bank...SeniorAccounts
- ...have strong opportunities for career growth. Responsibilities: Assist the team with all non-sales related functions: Opening new accounts, ACATs, money movement, etc. Prepare meeting documents and other materials. Schedule meetings for team utilizing our group’s various...SeniorAccounts
- ...driven Lead Field Marketing Manager to help shape and scale... ...motion. This role is a senior individual contributor... ...program quality, test new approaches, and turn... ...segments, industries, or account groups. Partner... ...including interview or onboarding support—please reach out...SeniorAccounts
$45k - $65k
At Guerra Wealth Advisors , we’re on a mission to redefine... ...holistic wealth management. With over three... ...financial confidence. Our New Business team ensures... ...ensuring every client’s onboarding process is smooth, accurate... .... Enter new account information, notes, and...AccountsBase plus commissionFull timeWeekday work- ...Job Title: Senior Commercial Lines Account Manager Department: Commercial Lines Location: In Office (flexible) FLSA Status: Exempt About One... ...agency standards, and regulatory requirements. Support new business onboarding, including account setup, documentation collection,...SeniorAccountsTemporary workWork at officeLocal areaRemote workFlexible hours
One Insurance Services
Coral Gables, FL9 hours ago $160k - $190k
...Senior Account Executive Miami, Florida, United States Our healthcare... ...responsible for the entire new logo sales cycle, from driving outbound prospecting, managing inbound leads, to delivering... ...performance quickly via immersive onboarding and direct mentorship from...SeniorAccountsLive inWork at officeImmediate startRemote workFlexible hoursNexHealth
Miami, FL1 day ago- ...financial institution is seeking a Private Banker in Miami to manage and advise clients on their wealth. You will leverage your experience in financial planning and investments to build relationships and acquire new clients. The ideal candidate has a proven sales track...Senior
$55k - $108.5k
...Campaign Data Operations Senior Associate supports the... ...initiatives by managing audience data and enabling... ...list generation, seller onboarding, and event‑related CRM... .... Provide training to new team members on current... ...for this role takes into account the wide range of factors...SeniorAccountsLocal area$65k - $100k
...Senior Consultant Flex is building the AI-native... ...San Francisco, Miami, New York, and fully remote.... ...Consultant at Flex, you will manage a full pipeline at an... ...gain trust by managing accounts, being strategic in... ...prospecting, product demos, onboarding, and close....SeniorAccountsImmediate startRemote workFlexible hours- ...fleet of delivery robots. As a Senior Account Executive, you'll help... ...restaurant owners, and signing new partners. This is a field-focused... ...quota and proactively managing your pipeline by hitting the... ...ins, pitching, negotiation, onboarding, and the first month of partnership...SeniorAccountsLocal area
$75k - $95k
...country. Role Overview As a Senior Client Solutions Manager, you will be the driving... ...growth—across your account portfolio. Build multi‑threaded... ...strategies that guide clients from onboarding through full platform... ...and keep clients ahead of new features. Monitor...SeniorAccountsShift work$45k - $142.35k
...Job Profile As a FINRA Supervisory Specialist within PNC's Wealth Management organization, you will be based within the PNC footprint at... ...concerns regarding FAs' sales practices. Review trades and new accounts, diagnose, raise, and process escalations and conduct proactive...AccountsTemporary workWork experience placementWork at office$160k - $300k
...Bank is seeking an experienced Relationship Manager in Miami, FL. You'll lead client... ...holistic client experience while managing new and existing business relationships. Required... ...Deutsche Bank in delivering exceptional wealth management solutions. #J-18808-Ljbffr Uloop...SeniorWork at officeRemote work- Job Context Senior Financial Analyst will be responsible... ...requests from senior management for financial data and... ...Bachelor’s degree in Accounting, Finance, or related... ...with a best‑of‑class onboarding program and supportive... ...#J-18808-Ljbffr Simpro Software New Zealand LtdSeniorAccountsWork at officeFlexible hours
- ...Description Job Description Senior Lead Network Engineer... ...to implement the new setup. This Network Engineer... ...success: - Operate and manage NPS network... ...Cloudpath (or equivalent) onboarding process, monitoring and... ...1k - Flexible Spending Account (Health, Dependent Care...SeniorAccountsFull timeLocal areaMonday to FridayFlexible hours
Contact Government Services, LLC
Miami, FL3 days ago $160k - $300k
Job Title Relationship Manager Corporate Title Director... ...Deutsche Bank's Wealth Management business is... ...and deposits. As the Senior Relationship Manager, you... ...responsible for acquiring new clients - which are in... ...opportunity Act as the Accountable Client Owner with responsibility...SeniorAccountsWork at officeWork from homeWorldwide$138.94k
Join to apply for the Private Wealth Management Wealth Advisor - CPWA, CFP, CFA role at Regions... ...Acquires the largest and most complex new client relationships and expands services... ...degree in business, finance, economics, accounting or related field Twelve (12) years of...AccountsFull timeFlexible hours$370k
...the affirm app. The team leads onboarding, relationship management, and performance optimization... ...opportunities across Travel and New Markets in the US and all key accounts in Canada. Reporting to... ...market plans in partnership with senior leadership, build executive relationships...SeniorAccountsWork at officeRemote workFlexible hours$200k - $240k
...brings in partners when appropriate.Manages risk/return and drives quality for new and/or existing clients. Actively... ...and credit risks.Client Onboarding/ ClosingLend strategic support to... ...succeedBusiness Development - Responsible and accountable for new strategic relationship...SeniorAccounts- Ryder System, Inc. is looking for a Group Director of Sales to lead new business development and account management efforts. This role requires overseeing a team of sales professionals and implementing strategies to achieve revenue growth and retention in the Miami area...SeniorAccounts
$205k - $225k
...application process. Senior Vice President, Multifamily Asset Management Full Time Miami, FL, US... ...for existing assets and new acquisitions across the... ...lifecycle, from acquisition onboarding through disposition.... ...teams and hold them accountable to results. Work closely...SeniorAccountsFull time$130k - $175k
## Blackstone Private Wealth - Client Services, AssociateApplylocations... ...alternative asset manager. Blackstone seeks to... ...problem resolution of account opening, maintenance... ...related to client onboarding, servicing, and client... ...Marketing Blackstone funds to new or existing clients;*...AccountsLocal area- ...communications powerhouse, is looking for a Senior Manager to join our team who is passionate about... ...and strategic counsel. In addition to account management, senior managers are pivotal... ...as needed Actively contribute to new business processes; assists in the preparation...SeniorAccountsWork experience placement
HR Transformed
Miami, FL3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior New Account Onboarding - Wealth Management. Be the first to apply!
- senior trade analyst Miami, FL
- senior app developer Miami, FL
- senior customer service advisor Miami, FL
- senior international account manager Miami, FL
- senior magento developer Miami, FL
- senior quantitative risk analyst Miami, FL
- senior business development director Miami, FL
- sr marketing manager Miami, FL
- sr technical product manager Miami, FL
- senior research manager Miami, FL