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0.0 - 4.0 years

0 Lacs

maharashtra

On-site

As an Analyst/Associate in Client Onboarding within the Client Operations team of US Wealth Advisory, located in Mumbai, Maharashtra, your primary responsibility will be to facilitate the seamless onboarding of new clients. This role plays a crucial part in ensuring that clients receive a positive and efficient experience when joining our wealth management services. Key responsibilities include conducting thorough client due diligence, complying with all regulatory requirements, and working closely with internal stakeholders to gather necessary documentation. Additionally, you will be responsible for coordinating with various teams to set up client accounts, manage the transfer of assets, an...

Posted 3 months ago

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