Static Data / Static Data Operations

Key Responsibilities: Manage the end-to-end account onboarding process for new clients, including collection, review, and validation of required documentation Maintain and update static data across internal systems, ensuring accuracy and completeness Partner closely with Front Office teams to support client onboarding and ongoing account maintenance Coordinate with Compliance, Legal, and Operations to ensure adherence to regulatory and internal requirements Identify opportunities to improve onboarding workflows and data quality controls Serve as a point of contact for internal stakeholders on account-related inquiries

Qualifications: Minimum of 3 years of experience in Static Data, Client Onboarding, or Account Opening within a broker-dealer, investment bank, or similar financial institution Strong understanding of client reference data, KYC/AML requirements, and onboarding controls High attention to detail with strong organizational and time-management skills Excellent communication skills and ability to interact directly with Front Office and senior stakeholders Ability to work independently in a fast-paced, deadline-driven environment Why This Role Opportunity to work closely with revenue-generating teams High visibility with senior management Be part of a firm during a significant growth and expansion phase Stable platform with a strong market reputation This role isin-office five days per weekand is ideal for someone looking to build long-term visibility and impact within a top-tier financial services organization. Seniority level Associate Employment type Full-time Job function Finance

Benefits: Medical insurance Vision insurance 401(k)