Primary responsibility is to ensure the timely and accurate execution of all onboarding activities. The consultant will also be expected to maintain high service levels while improving and strengthening operational infrastructure. Ensuring daily onboarding activities, including portfolio implementations, portfolio data reconciliation, review of investment related data and client transactions are completed in a timely and efficient manner. Establish new client accounts in the order management system. Work with Financial Advisors, broker-dealers, and custodian banks to resolve onboarding issues. Must haves: Operations and Bloomberg or Client
Onboarding Consultant • Boston, MA, United States
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