Cash Management Assistant - New York - beBeeInvestmentOperations

    beBeeInvestmentOperations
    beBeeInvestmentOperations New York

    6 days ago

    Job title: Client Operations Analyst

    Description

    Portfolio Support Specialist

    Key responsibilities of this role include onboarding high-net-worth clients, managing cash and investments, and ensuring regulatory compliance.

    • Clients are onboarded through accurate setup of accounts, transfers, and subscription documentation.
    • Daily money movements, wires, and investment operations require precision adherence to deadlines.

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