Title Analyst/Associate

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, and ensure all onboarding procedures are carried out accurately and in a timely manner. The ideal candidate for this role should possess a strong attention to detail, excellent communication skills, and the ability to multitask effectively. A background in finance, banking, or related fields is preferred, along with a solid understanding of wealth management practices and regulatory guidelines. If you are looking to join a dynamic team in the financial services industry and have a passion for delivering exceptional client service, we encourage you to apply for the Analyst/Associate position in Client Onboarding with US Wealth Advisory.,