Client Onboarding Licensed Approver
5 days ago
A large Financial client is looking for a Client Onboarding Licensed Approver to sit in their Salt Lake or Dallas Office. This person will be assisting ultra high wealth clients with the process of becoming an approved client. They will be onboarding new accounts through the legal and documentation process. This person will be handling escalations and end to end onboarding. The role will be 100% onsite in either SLC or Dallas, TX.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal. com.
To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: .
* FINRA Series 4 license
* Experience working hands on with margins, options, large funds, offshore accounts, and other financial products
* Well versed in SEC requirements
* happy with a fast paced environment
* very sharp and inquisitive
* legal background
* FINRA Series 7 license
* FINRA Series 9 license
* FINRA Series 10 license
* 2+ years in financial services (preferably a large institution)
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Client Onboarding Analyst
2 days ago
Salt Lake City, UT, United States Strategic Staffing Solutions Full timeSTRATEGIC STAFFING SOLUTIONS (S3) HAS AN OPENING ! Strategic Staffing Solutions is currently looking for a Client Onboarding Analyst, a W2 contract opportunity with one of its largest Investment clients!! Candidates should be willing to work on our W2 ONLY, No c2c. Job Title: Client Onboarding Analyst Schedule: Hybrid Location(s): Salt Lake...
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IT Onboarding Specialist
2 weeks ago
Salt Lake City, UT, United States Les Olson Company Full timeInformation Technology Onboarding Specialist Les Olson Company is one of the fastest-growing and most capable technology service providers in the West. Les Olson Company does "I.T. the LOC Way": with talent, passion, and compassion, driving our continual growth and strong position in the market through superior service. If that sounds like the sort of team...
