Join our team and make your mark by ensuring a seamless and compliant onboarding experience for our clients. Be at the heart of Wealth Management Client Operations, where your attention to detail and partnership skills will drive operational excellence. 

Job Summary:
As an Account Opening Approval Hub Associate in Wealth Management Client Operations, you will review client onboarding requirements to ensure accuracy, completeness, and compliance. You will act as a subject matter expert, partner with key stakeholders, and serve as a control point for account opening approvals. In this role, you will maintain high standards of data integrity, adapt to regulatory changes, and contribute to a positive client experience. You will have the opportunity to influence processes and drive continuous improvement within the team.

Job Responsibilities:
• Act as a subject matter expert on required documents and processes for client account onboarding
• Partner with business stakeholders, client-facing teams, and internal groups to review legal documents and ensure compliance with policies
• Review data integrity for client due diligence and coordinate with stakeholders involved in account opening
• Serve as a control point for account opening approvals and report issues for designated clients
• Maintain a high degree of accuracy and attention to detail while meeting productivity goals

Required qualifications, capabilities, and skills:
• Bachelor’s degree in Accounting, Finance, or Business, or equivalent military experience
• Three years of experience within financial services, operations, or compliance
• Strong written and verbal communication skills
• Ability to learn new subject matter quickly
• Strong client focus and ability to partner with internal groups
• Independent and self-motivated, with adaptability in a dynamic team environment
• Ability to influence stakeholders through clear and confident communication
• Strong analytical, prioritization, multi-tasking, and organizational skills
• Ability to meet fixed deadlines
• Strong risk and controls awareness

Preferred qualifications, capabilities, and skills:
• Experience in client onboarding or documentation analysis
• Ability to address conflicts and escalate issues appropriately
• Experience navigating complex organizational structures
• Demonstrated contribution to high-performing teams
• Ability to drive results through leadership, communication, and influence