About this role
Client Intake Specialist at Loomissayles. Location: Boston, Massachusetts, United States. Role: onboarding clients, conducting KYC, coordinating stakeholders Requirements: Series 7 required; bachelor’s degree or equivalent; experience with client onboarding, AML/KYC, account documentation; strong communication, organization, and stakeholder coordination skills; financial industry experience preferred. Category: Legal and Compliance Seniority: Mid Level Tools: Markit, Bloomberg Certifications: series 7 Commitment: Full Time Workplace: Hybrid Languages: English