Client Onboarding Specialist
Company: Atria Consulting
Location: Miami
Posted on: April 2, 2025
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Job Description:
We are seeking a detail-oriented and organized Client Onboarding
Consultant to support a commercial banking client. This role
involves assisting account officers in managing client data and
ensuring the accuracy and completeness of account information using
Pershing applications.
Do not pass up this chance, apply quickly if your experience and
skills match what is in the following description.
Responsibilities:
Assist account officers in contacting clients to acquire missing
account data.
Verify client contact information and input sourced data into
Pershing's client onboarding application.
Monitor workflow and follow up on requests for updated client
data.
Requirements:
3-5 years of experience as a sales assistant or in CIP/KYC
roles.
Knowledge of CIP/KYC processes and regulations.
Ability to analyze account documents for accuracy and
completeness.
Strong Excel skills and communication skills.
Experience with Pershing preferred.
Keywords: Atria Consulting, Miami , Client Onboarding Specialist, Other , Miami, Florida
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