Intermediate representative, client onboarding/transitions/conversions/kyc
UniondaleBNY Mellon
...procedures and under the general guidance and direction of more senior onboarding/transition/conversion staff. • Coordinates all back-end systems to meet client expectations. • Codes account privileges and inputs client requests into database tracking system. • Scans contracts and set-up forms. • May be responsible for [...]
Category Education, Training, & Library