Asset & Wealth Management
Salt Lake City, Utah
Asset & Wealth Management - Salt Lake City - Associate, Client Onboarding & Configuration – 9427930
Job details
- Location
- Salt Lake City, Utah
- Work type
- Onsite
- Posted
- 4 weeks ago
- Apply on
- hdpc.fa.us2.oraclecloud.com
About this role
Master’s in Finance/Accounting/Business Analytics/Economics with 1 year experience or Bachelor’s in same fields with 3 years; knowledge of FINRA/SEC/FINCen rules; experience with client onboarding, risk assessment, and documentation; licenses FINRA SIE, 4, 7, 9, 10.
What you'll do at Asset & Wealth Management:
- review documentation
- assess risk
- onboard accounts
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