Job Description

  • Manage the client onboarding, account opening and asset transfer processes.
  • Prepare new client onboarding packages, including new account applications, financial profiling forms, account transfer forms, and financial applications.
  • Ensure that account opening and service requests are processed efficiently, while providing timely follow-up to clients.
  • Assist with client updates, reports, and mailings (1099s, etc)
  • Responsible for Check Deposits
  • Ensure efficient timelines are associated with tasks and the timelines are met
  • Assist in moving money in and out of client accounts on request
  • Follow up with custodians to ensure changes are implemented in a timely manner.
  • Implementation and use of internal systems for administration, compliance, operations.

Apply for this Position

Ready to join RAPS Consulting - India? Click the button below to submit your application.

Submit Application