Description:
Position: Client Onboarding Specialist Duration: 6 Months Location: Princeton, NJ 08540 Duties: The Onboarding professional will be responsible for the onboarding of new accounts into client's Private Investors and USWA (US Wealth Advisory) channels. This requires reviewing new accounts for client information, management and restriction data, and billing details. Accounts must be accurately processed and released for trading within a designated timeframe. The role also includes ongoing maintena
Mar 12, 2025;
from:
dice.com