Are you looking for a dynamic leadership role where you can drive precision and collaboration, ensuring seamless client updates, system enhancements, and effective issue resolution?

As an Account Opening Lead in the Client Operations organization you will be responsible for a wide variety of functions which include submitting client updates, updating back end systems, and overseeing and reconciling the team's daily work. You will work closely with several internal business groups including the Client Onboarding Maintenance (COB), Client Services, Investors, Investment Assistants and Supervisory Managers. Your role requires a high degree of discipline, a strong attention to detail and a strong control mindset. You will also serve as the liaison for issue resolution and research relating to account information queries, and providing feedback to the team on performance and quality.

Job Responsibilities:

• Review and interpret client-executed docum...