New Accounts Specialist

Day-to-Day Responsibilities: Process new account openings, ensuring all required documentation is complete and compliant with KYC/CIP/AML standards Perform account maintenance updates including changes to client information, account attributes, and documentation Investigate and resolve CAIS exception errors, ensuring timely remediation and accurate data integrity Review and validate client data across internal systems to ensure consistency and compliance Partner with Compliance, Operations, and Front Office teams to resolve onboarding and account-related issues Maintain accurate records and documentation for audit and regulatory purposes Required Skills & Experience: Experience supporting new accounts onboarding and account maintenance within financial services Familiarity with CAIS exception processing and resolution Knowledge of KYC, AML, and CIP regulatory requirements Experience with BETA and Phase 3 systems strongly preferred Strong attention to detail, organizational skills, and ability to manage multiple priorities Excellent communication skills with the ability to work cross-functionally