Ops PWM Client Implementation CW Analyst
4 weeks ago
Innova Solutions is seeking a highly skilled Ops PWM Client Implementation CW Analyst to join our team. As an Ops PWM Client Implementation CW Analyst, you will play a critical role in ensuring the successful implementation of client PWM solutions.
Key Responsibilities:- Understand client account structures and documentation requirements to establish new accounts
- Conduct due diligence reviews of new client screening for Anti Money Laundering & Know Your Client requirements
- Work closely with PWM Advisor teams to ensure accurate and timely client document submission
- Request products and services for client accounts and ensure downstream systems recognize approved products
- Resolve issues through coordination with PWM Teams, Compliance, Legal, and Anti Money Laundering
- Improve account opening workflow and process
- Knowledge of MS Office and proficiency with web-based applications
- Exceptional organization and problem-solving skills
- Ability to multi-task and prioritize tasks
- Experience managing client expectations and communication
- Excellent communication and presentation skills
- Series 7, 9, 10, 4 licenses
- Foreign language skills
- 1+ years financial industry experience (AML, Compliance, or other Client Onboarding)
Bachelor's Degree required
Innova Solutions is an Equal Opportunity Employer and prohibits any kind of unlawful discrimination and harassment. We are committed to providing a work environment free of discrimination and harassment on the basis of race, color, religion or belief, national origin, citizenship, social or ethnic origin, sex, age, physical or mental disability, veteran status, marital status, domestic partner status, sexual orientation, or any other status protected by the statutes, rules, and regulations in the locations where we operate.
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Ops PWM Client Implementation Specialist
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Ops PWM Client Implementation Specialist
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