KYC Data Analyst III Position Available In New York, New York
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Company:
Mindlance
Salary:
—
Job Description
KYC Data Analyst III#25-61937
New York, NY
All On-site Job Description
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. 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 ad hoc projects as needed
