Wealth Management-Salt Lake City-Associate-Ongoing Client Readiness - Salt Lake City, UT
1 month ago

Job summary
We are in search of a skilled individual to collaborate with our Private Wealth Management (PWM) teams to review, map, and refresh Anti-Money Laundering (AML)/Know Your Customer (KYC) data.- Stay informed about evolving regulatory guidelines and policies concerning Client Due Diligence (CDD), Know Your Customer (KYC), Customer Identification Program (CIP), and Anti-Money Laundering (AML), applying this knowledge to your daily tasks.
- Verify and authenticate client information, legal entity agreements, and organization documents for new and existing clients...
Job description
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