KYC Data Analyst I

Overview

We are seeking a detail-oriented and proactive KYC Data Analyst to support a critical data enhancement initiative. This role involves updating and maintaining our custodian system to ensure complete and accurate KYC data, as well as managing a repapering requirement.

Responsibilities

• Update the custodian system by identifying and populating missing KYC data fields.
• Assist in reviewing client records to identify forms that require repapering.
• Identify, populate and communicate repapering requirements to advisors in a clear and timely manner.
• Track and monitor the progress of repapering efforts and escalate issues as needed.
• Collaborate with internal teams to ensure a coordinated and efficient process.
• Maintain accurate records and documentation throughout the data and repapering lifecycle.
• Additional adhoc projects as needed

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