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$55k - $157.3k
...As a FINRA Supervisory Specialist Senior within PNC's Wealth Management organization, you will be based within... ...supervision, trade review, and/or new accounts of Financial Advisors (FA) and... ...new team member and FA training and onboarding mentorship. PNC Employees take...SeniorAccountsFull timeTemporary workPart timeWork experience placementWork at office- 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
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- ...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
$164k - $200k
...Governance & Contract Senior ManagerRole OverviewSlalom... ...-oriented Senior Manager, Commercial Governance... ...establish and scale a new capability that strengthens... ...* Partner with Accountable Executives, Engagement... ...Support future recruitment, onboarding, and capability...SeniorAccountsContract workTemporary workLocal area- ..., 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
- ...advice and complex portfolio management guidance to High Net Worth clients... ...\n \n \n Join Vanguard as a Wealth Advisor \n \n \n Are you... ...seeking Wealth Advisors and Senior Wealth Advisors for remote... ...\n \n \n Wealth Advisors onboard clients and manage a book of...SeniorLocal areaRemote work
Vanguard
Miami, FL4 days ago $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$76.6k - $141k
Position Summary Senior Consultant,... ...Contingent Workforce Management (CWM) Team through the... ...coordination, execution, onboarding, maintenance, and offboarding... ...this role takes into account the wide range of factors... ...to build new skills, take on leadership...SeniorAccountsContract workFor contractorsFor subcontractorWork at office- ...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
$124.6k - $255.9k
...Solutions (DCHS) is seeking a Senior Research Leader to... ...leadership and management support to the team, driving... ...distribution among account teams, clients, and the... ...planning, hiring, onboarding, and performance management... ...to guide new research and strengthen...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- ...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
- ...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
- We are seeking a Wealth Management Client Associate fluent in English and Spanish to join... ...Cultivate and enhance new and existing client relationships through... ...authenticate client when processing requests Onboard and maintain client accounts, including collecting client...Accounts
$68k - $136k
...have an opportunity available for an Senior Account Manager, Coronary, in Miami, FL. This role will... ...proposition, product launch, physician onboarding, early case coverage and training.... ...territory.Drive market development in new product segments and new product launches...SeniorAccountsShift work$130k
...in: San Francisco, Miami, New York, and fully remote.... ...A About the Role As a Senior Consultant at Flex, you will manage a full pipeline at an early... ...gain trust by managing accounts, being strategic in both... ...prospecting, product demos, onboarding, and close Experiment:...SeniorAccountsImmediate startRemote workFlexible hoursFlex
Miami, FLmore than 2 months ago- 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
$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$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- ...requiredPosition Summary Minitab is seeking a Senior Partner Account Manager to lead and expand our partner... ...candidate will drive recurring and new revenue growth by helping partners... ...manufacturing industries. Recruit and onboard new strategic partners with strong...SeniorAccountsImmediate startRemote work
Minitab
Miami, FL22 days ago - ...Your role Are you skilled at developing wealth management strategies? Does financial data excite you? We're looking for a Senior Wealth Strategy Associate to: • Assist... ...passionate about putting our people first, with new challenges, a supportive team,...SeniorFlexible hours
UBS
Coral Gables, FL1 day ago - Senior Vice President, Multifamily Asset Management Since 1992, Fifteen Group Capital LLC has built... ...existing assets and new acquisitions across the... ...lifecycle, from acquisition onboarding through disposition.... ...management teams and hold them accountable to results. Work...SeniorAccounts
- ...Financial Services Tax Practice Senior Manager A career in our Financial... ...As part of the Asset and Wealth Management team you are expected... ...~ Bachelor's Degree in Accounting ~5 years of experience ~... ...trust in teams Developing new relationships and selling new...SeniorLocal areaOverseas
PwC (US)
Miami, FL3 days ago - 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
$89k - $175k
...portfolio performance.The Senior Credit Underwriter/... ...relationships with strategic wealth clients. This role... ...revenue growth while also managing a portfolio of existing... ...timely progression of new and existing... ...Strong financial analysis, accounting skills, and deal structuring...SeniorFull timeWork at officeFlexible hoursDay shift$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$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
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