The Client Onboard Assoc Analyst is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team. Responsibilities: Responsible for a wide range of duties from account opening to account maintenance, to internal partner support with extensive client interface. Responsible for ensuring a smooth process in handling all of the aspects of onboarding a client. Liaise with clients and internal teams in to ensure that time to market is minimized and that transparency can be provided around processes. Identify opportunities to centralize and optimize processes to improve client satisfaction and the overall group performance. Support and monitor the timely and accurate execution of client and internal requests to the group. Provide additional support through the population of account opening, market opening and tax documentation, ensuring all documents are collected, verified and stored, and provide status back to the client. Perform client documentation searches across internal and external sites and compile client profiles. Interact with client regarding the latest status and current on-boarding actions. Partner with internal teams to ensure regulatory reviews on all clients are performed. Ensure all client review materials are in place and comp
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Role overview
Job description
Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If youβre ready to be at the epicenter of this historic cultural and financial shift, keep reading. About the team + role We are building an elite team, applying frontier technologies to the worldβs biggest financial problems. Weβre looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isnβt a place for complacency, itβs where ambitious people do the best work of their careers. Weβre a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards. The Account Maintenance teamβs mission is to build trust with the RIAs we support by deliver
β¦What they are looking for
Skills & requirements
Department Β· TradePMR Operations Division
Hiring company
Robinhood
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