CW Analyst_USA_USD - Salt Lake City
1 week ago
Job summary
We are seeking a CW Analyst to collaborate with PWM Advisor Teams, Legal, Compliance, and Anti Money Laundering to facilitate account opening and account maintenance for PWM Clients while providing superior client service and subject matter expertise.Responsibilities
- Understand different client account structures.
- Request products for respective PWM client accounts.
- Resolve issues through coordination with various teams.
Job description
, consectetur adipiscing elit. Nullam tempor vestibulum ex, eget consequat quam pellentesque vel. Etiam congue sed elit nec elementum. Morbi diam metus, rutrum id eleifend ac, porta in lectus. Sed scelerisque a augue et ornare.
Donec lacinia nisi nec odio ultricies imperdiet.
Morbi a dolor dignissim, tristique enim et, semper lacus. Morbi laoreet sollicitudin justo eget eleifend. Donec felis augue, accumsan in dapibus a, mattis sed ligula.
Vestibulum at aliquet erat. Curabitur rhoncus urna vitae quam suscipit
, at pulvinar turpis lacinia. Mauris magna sem, dignissim finibus fermentum ac, placerat at ex. Pellentesque aliquet, lorem pulvinar mollis ornare, orci turpis fermentum urna, non ullamcorper ligula enim a ante. Duis dolor est, consectetur ut sapien lacinia, tempor condimentum purus.
Access all high-level positions and get the job of your dreams.
Similar jobs
CW Analyst_USA_USD
2 weeks ago
This is an excellent opportunity to work on a diverse team in a fast-paced and constantly changing environment. · Reviewing and validating client tax documentation (W-9, W-8BEN, W-8BEN-E, W-8IMY, etc.) · Reviewing and responding to client documentation inquiries with accurate ana ...
CW Analyst_USA_USD
4 days ago
This Analyst will support trading booking and settlement workflows for Private Wealth Management clients. They will also provide subject matter expertise and testing support for ongoing system enhancements. · ...
CW Analyst_USA_USD
2 weeks ago
We are hiring a CW Analyst to work on tax operations and provide support to the firm's investment professionals and clients. The analyst will review client tax documentation, respond to inquiries, and assist in creating scalable processes. · Responsibilities:Reviewing and validat ...
CW Analyst_USA_USD
2 weeks ago
The Mail Room Analyst will process the parcels received at the Client Custody Solutions office in McLean, VA. Additionally, there will be other areas within the Brokerage Operations team where assistance will be needed and cross-training will be provided. · ...
CW Analyst_USA_USD
1 week ago
The Alternative Investment team is seeking a professional with good attention to detail, who enjoys problem solving, and is interested in the financial markets. · Partner with Technology and Business stakeholders to troubleshoot and resolve complex trading issues · Provide trade ...
CW Analyst_USA_USD
4 days ago
Alternative Investment is a high value Operations team that supports all trading, booking, and reconciliation of Alternatives Investment products for Private Wealth Management clients. · Partner with Technology and Business stakeholders to troubleshoot and resolve complex trading ...