Client Onboarding Job at Phaxis, Aventura, FL

N2NiQmhKU2VNN2lUWTVGNWdHL2RnRGxYT3c9PQ==
  • Phaxis
  • Aventura, FL

Job Description

Client Onboarding Aventura Must Haves Spanish fluency Account documentation review experience Account opening/client onboarding experience Brokerage or wealth management firms Plusses SEI or Pershing systems Day to Day Review and analyze documentation such as identification papers, financial records, and legal agreements to ensure the accuracy and completeness of client information. Maintain accurate records of KYC processes, ensuring all client data is recorded and updated in the firm's systems. Perform KYC checks, client identification, and verification in accordance with local and international AML regulations. Pay rate 44-55/hr Phaxis

Job Tags

Local area,

Similar Jobs

General Dynamics Information Technology

Data Scientist Job at General Dynamics Information Technology

 ...Other Job Family: Data Science Job Qualifications...  ...Operation research analyst / Data Scientist (ORA/DS) Uses advanced...  ...civilian airport environment. As part of the technology research team...  ...(e.g., data distribution over time, heat maps, scatter plots, and... 

Razor One LLC

Remote WFH Full Time Data Entry Clerk - Typing - Part Time Entry Level Job at Razor One LLC

Are you a detail-oriented individual with strong data entry skills? Are you looking for a flexible work opportunity that allows you to work from the comfort of your own home? We have the perfect position for you! Join our team as a Work From Home Data Entry Clerk and contribute...

LocumTenens.com

Locum Tenens Nurse Practitioner - Obstetrics / Gynecology - $85-115 per hour Job at LocumTenens.com

 ...Job Description LocumTenens.com is seeking a Nurse Practitioner Obstetrics / Gynecology for a locum tenens job in Worcester, Massachusetts. Job Description & Requirements Specialty: Obstetrics / Gynecology Discipline: Nurse Practitioner Duration: 13 weeks... 

Culver-Stockton College

Associate Director of Bands/Director of Athletic Bands and Recruitment Specialist Job at Culver-Stockton College

 ...founded upon the best values of faith and the human spirit.Position Description:Culver-Stockton College is seeking an Associate Director of Bands/Director of Athletic Bands and Recruitment Specialist who will be a part of the academic Music Department and report to the... 

ExpertHiring

Ambulatory Care Nurse Manager #ESF2397 Job at ExpertHiring

 ...Direct, organize, and supervise the work of nursing staff, which includes registered nurses (...  ...efforts to ensure effective patient care and compliance with quality standards....  ...highly preferred. A minimum of 2 years of ambulatory care experience, preferably in an FQHC setting...