🏛️ Finance - Asset & Wealth Management Shareholder Services Client Onboarding Analyst
- Company
- Northpointe Staffing
- Location
- Chicago, IL
- Date posted
- 2025-01-31
- Job Type
- None
- Industry
- Accounting / Finance
- Description
- The position of Client Onboarding Analyst in US Shareholder Services is ideal for someone who is interested in learning all the requirements for new clients to invest in Separately Managed Accounts (SMAs) and streamlining the process with a client service mindset. To successfully onboard client relationships, this role involves communication and coordination across many internal teams, such as Legal, Compliance, Sales and Service. This position requires adhering to laws and regulations, a...See full description
- Important Skills Hard skillsSoft Skills
- Financial analysis Investment research Quantitative analysis Data analysis Financial modeling Portfolio management Valuation Risk assessment Market research Excel Analytical thinking Attention to detail Problem-solving Communication Time management
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