Prepares for and onboards clients, opens and closes accounts and/or analyses, reconciles and reviews incoming or outgoing data for accurate translation to platform. […]
Responsible for the daily workflow of client transition/conversion operational and data analysis, monitoring each component of the transition/conversion including data requirements, regulatory and compliance impact and data transfer, coordination with third parties, etc.
Assist with managing transitions/conversions by developing transition/conversion plans along with timelines, assessing key resource requirements and identifying...