Job Description
A large financial client is looking for a Brokerage Account Operations analyst to join the team. The role is responsible for opening accounts for all Brokerage, FX, and RIA accounts. The person will be reviewing and verifying client onboarding documentation for completeness, as well as establishing accounts by accurately entering client information into various Core Banking systems. Additionally, ensuring all client data, including maintenance requests are gathered, logged, processed, verified and addressed in a timely and accurate manner.

Primary responsibilities:

- Receive and log client/account opening instructions and confirm receipt back to sender.

- Prepare and sort source documents for review based on priority set by business/client need.

- Review source documents and assess account information to ensure it complies with requirements.

- Analyze documentation for completeness and imperfections; settle discrepancies b...