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Wealth Management - Client On-boarding SME

Company: Reliable Software Resources
Location: New York
Posted on: September 14, 2019

Job Description:

Title: Wealth Management - Client On-boarding SMELocation: New York, NYDuration: 6+ Months Education Qualification: Bachelor's Degree in Computer Science, Information Technology (IT), or closely related field.Master s in Computer Science or related degree Job Description: o Domain knowledge Client On-boarding for a wealth management firm. Includes Front Office Prospecting and Sales, KYC/AML Operations, Client Services, Product Control, Risk Operations, Credit, Legal, Collateral Management and Account Operations.o Ability to work at different levels of detail (from strategic to close attention to detail) and be able to concisely summarize complex issues.o General knowledge of KYC, AML and EDD regulatory requirements in the regions (North America, Latin America, Asia Pac, EMEA) with respect to data privacy. o Ability to bring similar project experiences in the wealth management space to the project to assist client in making decisions based on competitive benchmarks.o Excellent oral and written communications skills (listens effectively, creates well organized, accurate, and concise documents) as deliverable production will be a key aspect of the role.o Process analysis and design for future state client on-boarding process definition ability to analyze current requirements, identify gaps and overlaps and help define a future state process for the client.o Analyze user stories for gapso Excellent oral and written communications skills (listens effectively, creates well organized, accurate, and concise documents) as deliverable production will be a key aspect of the role.o Self-starter with ability to allocate time efficiently, proactively communicate status of work and accommodate multiple demands, shifting priorities, and rapid change Contact Details:Name: SudheerEmail ID: sudheer@rsrit.comPhone number: 248-221-1432 Reliable Software is an Equal Opportunity Employer. Reliable Software does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and buess need. - provided by Dice

Keywords: Reliable Software Resources, New York , Wealth Management - Client On-boarding SME, IT / Software / Systems , New York, New York

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