Client Onboarding Analyst
Where
- New York, NY
What you'll be doing
- Receive, validate, and ultimately approve all tax related documentation for the company wealth and investment management Americas; role holder will also be responsible for processing monthly and quarterly tax documentation related reports. Deal with internal clients (sales force) in resolving any tax documentation related inquiries or questions that arise; role holder will also have other stakeholders that they will interface with such as legal and compliance. Perform all other tasks as assigned.
What your background should be
- Some level of financial services experience or relevant client services experience preferred.
Required Schooling / Training
- Bachelor degree or equivalent education preferred.
Who is the client company
- This is a multinational investment banking division.
- If you are interested in this position, send your resume to apply@kochdavis.com
