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Account Operations Principal (Series 24 preferred), Assistant Vice President – Wealth Custody & Clearing @ State Street

DallasOnsiteFull-time
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About this role

Embrace the opportunity to become an Assistant Vice President, Account Operations Specialist, supporting wealth custody and clearing operations. Leverage your expertise in account onboarding, regulatory compliance, and lifecycle management to ensure accuracy and efficiency. Collaborate with advisors and drive process improvements in a dynamic, growth-oriented environment. Shape the future of client service and operational excellence with us.. Category: Other

Skills

wealth custody operationsaccount lifecycle managementseries 24 licensebroker-dealer operationsaccount onboardingregulatory complianceaml/kycbeneficial ownershipcip frameworkstax documentationsalesforceacats transfersexception managementworkflow automationai-enabled workflows

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