Job Description
Job Description
Who we are looking for:
Perform both client facing and onboarding functions for Custody and Third party accounts. Research and resolve client inquires and service related requests. Escalating and directing issues for immediate remediation. On a daily and weekly basis execute operational tasks as per deadlines.
Why This Role Is Important To Us:
The team you will be joining is a part of Global Markets, one of the biggest brokers in the world, that provides services to the institutions and financial advisors.
What You Will Be Responsible For:
Who we are looking for:
Perform both client facing and onboarding functions for Custody and Third party accounts. Research and resolve client inquires and service related requests. Escalating and directing issues for immediate remediation. On a daily and weekly basis execute operational tasks as per deadlines.
Why This Role Is Important To Us:
The team you will be joining is a part of Global Markets, one of the biggest brokers in the world, that provides services to the institutions and financial advisors.
What You Will Be Responsible For:
- Responsible for ensuring and reviewing all the Onboarding requests.
- Conduct independent research to gather and record data from external sources while onboarding the Client.
- Interact with various internal and external teams as required.
- Perform KYC f...
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