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- ...Professional Resources in Miami is seeking a Senior Registered Client Associate to support... ...and clients, handling service and account-related requests while ensuring accurate... ...and Advisors in private banking or wealth management. #J-18808-Ljbffr Leeds Professional ResourcesSeniorAccounts
- ...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
- ...where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our... ...wider community.Job responsibilities:Own the client onboarding and account maintenance for new and existing clients by interacting with clients to...SeniorAccountsLocal area
$80k - $110k
Senior Analyst / Associate, Wealth Management Minimum Experience: 2+ years of relevant professional experience required; 3+ years preferred Company Description... .... Support investment-related activity, including account funding, capital calls, distributions, transfers, and...SeniorAccountsWork at officeWork from home- ..., Client Relationship Management with Goldman Sachs & Co... ...efficiency. Introduce new and existing clients... ...Identify opportunities for wealth advisory services for... ...services, and new account onboarding processes; assisting on... ...building relationships with senior management and global...Accounts
- ...where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our... .... Job responsibilities: Own the client onboarding and account maintenance for new and existing clients by interacting with clients to...SeniorAccountsLocal area
JPMorgan Chase & Co.
Miami, FL17 days ago - ...TrustAs a global leader in innovative wealth management, asset servicing, asset management and... ...technology and exceptional service. The Account Manager (Partner) will be responsible for... ...within the organization is encouraged, senior leaders are accessible, and you can...SeniorAccountsFull timeWork experience placementH1bWorldwideFlexible hours
$113.1k - $208.3k
...within Deloitte, is seeking a Senior Manager to lead the Vendor Management... ...lifecycle management, from onboarding through renewal or exit, while... ...range for this role takes into account the wide range of factors... ...offer opportunities to build new skills, take on leadership opportunities...SeniorAccountsContract workWork at officeRemote workWork from home- ...and 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...SeniorAccounts
- ...Wealth Management Banking Operations As a global leader in innovative wealth... ...and/or submits client account servicing activities within appropriate... .... Keeps informed of all new products and services to... ...organization is encouraged, senior leaders are accessible, and you...SeniorAccountsWork experience placementH1bWorldwideFlexible hours
Northern Trust
Miami, FL3 days ago $122k - $240.5k
...Services - AI & E - EaaS - Senior Consultant, Strategy... ..., accelerate new digital ventures, and fuel... ...development teams to design, onboard, and optimize DevOps toolchains... ...and process automation.Manage project execution:... ...this role takes into account the wide range of...SeniorAccountsWork at officeLocal areaFlexible hours- ...About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified... ...our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible...SeniorFlexible hours
UBS
Coral Gables, FL2 days ago $55k - $70k
Wealth Management Associate ($55,000 - $70,000) At Guerra Wealth Advisors... ...toward financial confidence. Our New Business team ensures a... ...by ensuring every client’s onboarding process is smooth, accurate,... ...advisor instructions. Enter new account information, notes, and...AccountsBase plus commissionFull timeWeekday work- ...inventory, invoices, recipes, suppliers, accounting, approvals—most of it still involves... ...customers. You'll lead hotel onboarding projects from kickoff through go‑live... ...for Leading onboarding projects for new hotels and management companies from kickoff to go‑live Managing...SeniorAccountsImmediate start
- ...global leader in innovative wealth management, asset servicing, asset management... ...and/or submits client account servicing activities within appropriate... .... Keeps informed of all new products and services to... ...organization is encouraged, senior leaders are accessible, and you...SeniorAccountsWork experience placementH1bLocal areaWorldwideFlexible hours
Northern Trust
Coral Gables, FL2 days ago - Organization DescriptionJ.P. Morgan Asset & Wealth Management delivers industry-leading investment... ...services.Job Responsibilities:Work with the Account Opening Group to open estate or trust... ...retain and deepen client relationships.New Business:Assist the Estate Officer and partner...SeniorAccountsLocal area
- Santander Bank is seeking a Client Onboarding Sr. Analyst to review account opening documentation, perform KYC, CIP and due diligence for new and existing clients. You will collaborate... ...and bank policies. In this role you will manage and validate client data, support the...SeniorAccountsLocal area
$130k - $175k
...largest alternative asset manager. Blackstone seeks to... ...Instagram. Blackstone Private Wealth was established to... ...problem resolution of account opening, maintenance... ...inquiries related to client onboarding, servicing, and client... ...Blackstone funds to new or existing clients; Supervising...AccountsFull timeLocal area$150k - $200k
...Wealth Consultant The Wealth Consultant drives... ...development for Calamos Wealth Management by cultivating... ...converting referrals into new clients. This role... ...investment professionals and onboarding teams to ensure... ...this role takes into account various factors, including...AccountsTemporary workRelocationFlexible hours$45k - $142.35k
...'s success. As a FINRA Supervisory Specialist within PNC's Wealth Management organization, you will be based within the PNC footprint at... ...regards to FAs' sales practice activity. Review trades and/or new accounts; diagnose, raise and process escalations, as well as other...AccountsFull timeTemporary workPart timeWork experience placementWork at officePNC
Miami, FL5 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- Senior Director, Retail Business Development - Entertainment... .... Headquartered in New York City, Authentic... ...development and relationship manager with retailers in the... ...licensee partnerships, onboard new retailer partners,... ...with key retail accounts. Extensive background...SeniorAccountsWorldwide
$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- ...Financial Advisor(s)/Private Wealth Advisor(s)/teams on a... ...and enhancing new and existing client relationships... ...concerning client accounts, including relaying... ..., eAuthorization) Onboarding and maintaining client... ...duties directed by local management Administrative...AccountsWork at officeLocal area
$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 hours$77k - $214k
Industry/SectorAsset and Wealth... ...connections, and learning how to manage and inspire others. Navigating... ...techniques to generate new ideas and solve problems... ...increased efficiencies. As a Senior Associate you shall... ...- Bachelor's Degree in Accounting- 2 years of experience-...SeniorFull timeSecond jobH1b$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$124k - $335k
...Senior Manager, Financial Services Tax PracticeA career in our Financial... ...Opportunity: As part of the Asset and Wealth Management team you are... ...Have:Bachelor's Degree in Accounting.5 years of experience.CPA, Member... ...of trust in teams.Developing new relationships and selling new...SeniorLocal areaOverseasPwC (US)
Miami, FL3 days ago- ...Associates in Miami, FL seeks a Sr. Operations Manager to oversee day-to-day operations of a corporate dining account for Citadel employees, ensuring exceptional service... .... You will lead and develop a team, handle onboarding, training, and HR matters, and collaborate with...SeniorAccounts
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 network engineer remote Miami, FL
- senior app developer Miami, FL
- senior manager legal Miami, FL
- sr project manager Miami, FL
- senior account executive Miami, FL
- senior manager strategic initiatives Miami, FL
- senior staff systems engineer Miami, FL
- senior commercial counsel Miami, FL
- senior data manager Miami, FL
- senior title examiner Miami, FL