Senior Wealth Account Opening Specialist
I
Insight Global
📍 Chicago, IL, United States
Job Description
Job Description
Seeking a highly experienced Wealth Account Opening professional to join the Private Banking Operations team. This person will initially come in as a contractor with the long-term intention of becoming a full-time leader and potential successor to an existing manager.
Key Responsibilities
• Manage and support the end-to-end onboarding and account opening process for Wealth Management and Private Banking clients.
• Serve as a subject matter expert on:
○ Trust accounts
○ Investment accounts
○ Asset transfers
○ Funding processes
○ Contra firm transfers
○ New account onboarding
• Work closely alongside the current manager to gain knowledge and eventually serve as a potential successor.
• Drive operational efficiency and improve client experience.
• Support teams through periods of high account volume and changing business priorities.
Help navigate and support upcoming technology initiatives, including implementation...
Seeking a highly experienced Wealth Account Opening professional to join the Private Banking Operations team. This person will initially come in as a contractor with the long-term intention of becoming a full-time leader and potential successor to an existing manager.
Key Responsibilities
• Manage and support the end-to-end onboarding and account opening process for Wealth Management and Private Banking clients.
• Serve as a subject matter expert on:
○ Trust accounts
○ Investment accounts
○ Asset transfers
○ Funding processes
○ Contra firm transfers
○ New account onboarding
• Work closely alongside the current manager to gain knowledge and eventually serve as a potential successor.
• Drive operational efficiency and improve client experience.
• Support teams through periods of high account volume and changing business priorities.
Help navigate and support upcoming technology initiatives, including implementation...