Unclassified - Saint Petersburg, FL
posted about 1 month ago
The Client Onboarding Specialist at Fiduciary Trust International is responsible for managing the onboarding process for new clients, ensuring the successful opening of accounts, and handling the closure of terminated relationships. This role involves coordinating with various teams to facilitate the account opening process, ensuring compliance with KYC/AML regulations, and maintaining data integrity throughout the onboarding journey. The Specialist will work in a hybrid environment, collaborating with investment and client-facing professionals to optimize client experiences and improve onboarding processes.