A large financial client is looking for a Client Onboarding Licensed Approver to join their Client Implementation Team. Client Implementation is a highly regulated team that focuses on account document, data integrity, risk management and regulatory requirements. Client Implementation is responsible for capturing all necessary information for regulatory and firm policies and perform due diligence on all new accounts. Client Onboarding works closely with Compliance, Legal, and other Operations groups to ensure a positive client experience during the onboarding process. Responsibilities will include evaluating the client documentation after it has gone through the SEC and FINRA requirement gathering. This resource will be the final approver and sign off for the High Net Worth client to be onboarded.

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