Location: OAKS, PA. Need candidates who can come onsite.
Duration: Contract
Onboarding specialist prepares all necessary documents for the account type being established to be signed by client through DocuSign.
All CIP/CDD information is entered into Banks Core AML application and any findings are reconciled.
All documents including transfer paperwork (TIF and statement) are gathered and submitted for Pre-Acceptance Review for accuracy of documentation based on account type.
Once account approved by Pre-Acceptance, the Onboarding Specialist begins the SWP account enrollment.
All transfer paperwork is handed off to Fiduciary Operations to start the transfer process (if applicable).
If account is being funded by free deliveries from another institution, the Onboarding specialist reconciles the position, cost basis and ensures all required information is populated for SAA (if applicable).
Onboarding Specialist • Mont Clare, PA, United States
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