Advisor Onboarding Specialist – Wealth Management

New York City, NY – Responsibilities – Develop a deep understanding of the Private Wealth Management business and processes as well as technology applications used in the front and back office in order to deliver training and provide consulting and best practice advice to wealth management teams. – Research and respond to daily servicing, operational, and wealth management related inquiries to ensure timely, accurate and detailed responses are provided. – Conduct a comprehensive regulatory review and approval…

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