Account and Documentation Services Operations Analyst - Brooklyn, OH

Only for registered members Brooklyn, OH, United States

1 month ago

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Job summary

The Account and Documentation Services team supports Key Private Bank (KPB) and Institutional Advisors Services (IA) in coordinating the Onboarding of KPB and IA Trust Accounts which includes Document Prep, Know Your Client and Global Trust Account coding establishing new accounts as well as coordinating maintenance changes to account coding on the Global Plus Trust Accounting system.


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