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eTeam · 2 months ago

SLC - PWM Client Onboarding Analyst

Salt Lake City, UT

Full-time

Onsite

Entry Level

1+ years exp

eTeam is a staffing company seeking a PWM Client Onboarding Analyst to join their Operations division. The role focuses on client account documentation, regulatory compliance, and ensuring a positive client experience during the onboarding process.

Information Technology

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Understand the different client account structures and documentation required to establish new accounts

Be vigilant in due diligence reviews of new client screening for Anti Money Laundering & Know Your Client requirements

Work closely with PWM Advisor teams to ensure all client documents are correct and sent to the client in a timely manner

Request products (options, margin, checking, debit cards, etc.) for the respective PWM client accounts

Ensure downstream systems correctly recognize approved products and services, including Cash products, Client Statement and Performance reporting

Resolve issues through coordination with PWM Teams, PWM Compliance, PWM Legal and Anti Money Laundering

Work on improvements to account opening workflow and process

Qualification

Client OnboardingAnti Money LaunderingRegulatory ComplianceMS OfficeFinancial Industry ExperienceProblem ResolutionMulti-taskingForeign Language SkillsClient ManagementOrganization SkillsCommunication SkillsPresentation Skills

Required

Bachelor's degree

Knowledge of MS Office (Word, Excel, etc.) as well as proficiency with web-based applications

Exceptional organization skills

Good judgment and strong problem resolution skills

Ability to multi-task and prioritize accordingly

Experience managing client expectations

Excellent communication and presentation skills

Preferred

Series 7, 9, 10, 4 licenses

Foreign language skills

1+ years financial industry experience (AML, Compliance or other Client On-boarding Regulatory experience)

Company

eTeam

Glassdoor4.0

eTeam is a staffing agency that also provides payrolling services.

Founded in 1999

Somerset, New Jersey, USA

501-1000 employees

http://www.eteaminc.com

H1B Sponsorship

eTeam has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (36)

2024 (205)

2023 (11)

2022 (7)

2021 (24)

2020 (25)