Full-time Posted June 19, 2026
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Job Description

Job Description

What is the opportunity?

Provides guidance and support to advisors and marketing on capturing, reporting, analyzing and utilizing customer information. Applies complete knowledge, skills, and best practices to perform assignments.

What will you do?

Responsibilities:

  • Provide oversight and data quality control for Client Regulatory and KYC Operations

  • Monitor Regulatory and KYC data reconciliation and exception reports

  • Act as a ...

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