Job Title
Skills 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.
Data Analyst • Newark, DE, US