- KeyBank (Overland Park, KS)
- …for compliance requirements + Review Loan Documents to decide the specific account requirements + Review, communicate, and setup of new Restricted Bank Accounts ... with closing attorneys, clearing bank personnel and other customers to insure account information is properly disseminated and account structure is understood.… more
- BlackRock (Seattle, WA)
- …fund launches, and trade activity, partnering with Transfer Agents (TAs) to manage account setup and maintain accurate investor data. + Build and maintain ... requirements. **Platform Support & Risk Management:** + Deliver accurate and timely investor and fund reports, including account statements, capital calls,… more
- Marex (New York, NY)
- …visit www.marex.com (http://www.marex.com/) (http://www.marex.com/) Purpose of Role: The Onboarding Analyst will facilitate the onboarding process for opening new ... [do not delete]. The US Onboarding team is responsible for facilitating the account opening process across a number of different entities in the United States.… more
- JPMorgan Chase (Miami, FL)
- …with Account Opening teams, Supervisory Management, Risk Management and Investor Support teams * Liaise with Operations and Client Service Specialist teams ... International Private Bank ,Banker Professional , Analyst **Job Description:** We are actively looking for...processes and Suitability assessments and reporting * Assist in account opening process and internal preparation to facilitate subsequent… more