Vacancy caducado!
TSR is a premier National U.S. Staffing company with over 40 years of staffing excellence.Our client, a Global Wealth Management Firm is hiring an Onboarder on a an initial 6 month contractWork Location: Nashville, TN1-2 years of experience neededDescription:Are you incredibly organized with an eye for detail? Do you know how to take care of business and work well with others? We're looking for someone like that to:
- Work directly with the branch personnel on resolving undocumented or restricted accounts during the account onboarding process.
- Review verification documents provided by clients to ensure they meet the firm's policies and procedures.
- Perform an initial non-documentary review of accounts by utilizing external providers to verify clients.
- Work on assisting with the account closing process if the client failed to meet the firm's account opening guidelines.
- Have the ability to multitask in a highly visible fast paced environment.
- a 4-year college degree
- experience in compliance related roles in the financial industry
- a basic understanding of Microsoft Office-Excel, Word, Outlook
- ability to think outside the box and problem-solving skills
- a self-starter who can work well with minimal supervision
- a great communicator, with the ability to communicate appropriately at all levels in the organization
- organized and detail oriented
Vacancy caducado!