Innova Solutions is immediately hiring for an Ops PWM Client Implementation CW Analyst
Position type: Full time Contract
Duration: 6+ Months
Location: Salt Lake City, UT
As an Ops PWM Client Implementation CW Analyst, you will:
- Understand the different client account structures and documentation required to establish new accounts Be vigilant in due diligence reviews of new client screening for Anti Money Laundering & Know Your Client requirements Work closely with PWM Advisor teams to ensure all client documents are correct and sent to the client in a timely manner
- Request products (options, margin, checking, debit cards, etc.) for the respective PWM client accounts Ensure downstream systems correctly recognize approved products and services, including Cash products, Client Statement and Performance reporting
- Resolve issues through coordination with PWM Teams, PWM Compliance, PWM Legal and Anti Money Laundering Work on improvements to account opening workflow and process
The ideal candidate will have:
- Knowledge of MS Office (Word, Excel, etc.) as well as proficiency with web-based applications
- Exceptional organization skills
- Good judgment and strong problem resolution skills
- Ability to multi-task and prioritize accordingly
- Experience managing client expectations
- Excellent communication and presentation skills
Preferred Qualifications
- Series 7, 9, 10, 4 licenses
- Foreign language skills
- 1+ years financial industry experience (AML, Compliance or other Client
- 1+ On-boarding Regulatory experience)
Education:
- Bachelor's Degree required
Qualified candidates should APPLY NOW for immediate consideration! Please hit APPLY to provide the required information, and we will be back in touch as soon as possible.
We are currently interviewing to fill this and other similar positions. If this role is not a fit for you, we do offer a referral bonus program for referrals that we successfully place with our clients, subject to program guidelines. ASK ME HOW.
Thank you!
Md Zafar Hassan
Assistant Manager - Recruitment
PAY RANGE AND BENEFITS:
Pay Range*: $18-$20 per hour
*Pay range offered to a successful candidate will be based on several factors, including the candidate's education, work experience, work location, specific job duties, certifications, etc.
Benefits: Innova Solutions offers benefits( based on eligibility) that include the following: Medical & pharmacy coverage, Dental/vision insurance, 401(k), Health saving account (HSA) and Flexible spending account (FSA), Life Insurance, Pet Insurance, Short term and Long term Disability, Accident & Critical illness coverage, Pre-paid legal & ID theft protection, Sick time, and other types of paid leaves (as required by law), Employee Assistance Program (EAP).
ABOUT INNOVA SOLUTIONS: Founded in 1998 and headquartered in Atlanta, Georgia, Innova Solutions employs approximately 50,000 professionals worldwide and reports an annual revenue approaching $3 Billion. Through our global delivery centers across North America, Asia, and Europe, we deliver strategic technology and business transformation solutions to our clients, enabling them to operate as leaders within their fields.
Recent Recognitions:
- One of Largest IT Consulting Staffing firms in the USA - Recognized as #4 by Staffing Industry Analysts (SIA 2022)
- ClearlyRated Client Diamond Award Winner (2020)
- One of the Largest Certified MBE Companies in the NMSDC Network (2022)
- Advanced Tier Services partner with AWS and Gold with MS
Website: https://www.innovasolutions.com/
Innova Solutions is an Equal Opportunity Employer and prohibits any kind of unlawful discrimination and harassment. Innova Solutions is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment on the basis of race, color, religion or belief, national origin, citizenship, social or ethnic origin, sex, age, physical or mental disability, veteran status, marital status, domestic partner status, sexual orientation, or any other status protected by the statutes, rules, and regulations in the locations where it operates. If you are an individual with a disability and need a reasonable accommodation to assist with your job search or application for employment, please contact us at or (770) 493-5588. Please indicate the specifics of the assistance needed. Innova Solutions encourages all interested and qualified candidates to apply for employment opportunities. Innova Solutions (HireGenics/Volt) does not discriminate against applicants based on citizenship status, immigration status, or national origin, in accordance with 8 U.S.C. * 1324b.
The company will consider for employment qualified applicants with arrest and conviction records in a manner that complies with the San Francisco Fair Chance Ordinance, the Los Angeles Fair Chance Initiative for Hiring Ordinance, and other applicable laws.
American Cybersystems, Inc is acting as an Employment Business in relation to this vacancy.
