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Boston, Massachusetts

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Powhatan, Virginia

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Client Ops Associate I - WM Onboarding Edinburgh (Account Open) - ROH1395
The New Client Onboarding Team act in a consultative and project management role to support the implementation and set up of new business custody clients as well as dealing with complex restructures and name changes. The team ensure securities and cash accounts are opened, technology linkages completed, tax requirements are satisfied and market entry executed in readiness for the client to transition their assets or launch new funds, supporting the client through each step of this process. The candidate will also be expected to represent the team on initiatives within the wider Client Account Services department and liaise closely with the BAU counterparts once new clients have been successfully onboarded. Core Responsibilities: Onboarding


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