Office3+ years in financial services, asset or wealth management
Job Description
As an Onboarding Specialist on the Customized Managed Account Solutions (CMAS) team, you will lead end-to-end client onboarding processes, coordinate with key stakeholders, manage client data across systems, support development and enhancement of operating models, participate in external calls with intermediary partners, create internal presentations, adhere to internal procedures, and drive changes to improve client experience and operational efficiency.
