Let’s get started
By clicking ‘Next’, I agree to the Terms of Service
and Privacy Policy, and consent to receive emails from Rise
Jobs / Job page
Senior Analyst, Account Opening and Maintenance - SF image - Rise Careers
Job details

Senior Analyst, Account Opening and Maintenance - SF

Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. We are looking for a Senior Analyst to support our account opening and maintenance processes and enhance client experiences.

Skills

  • Client onboarding
  • Regulatory compliance
  • Attention to detail
  • Communication skills
  • Organizational skills

Responsibilities

  • Support ongoing account opening and maintenance processes
  • Partner with business partners for seamless client onboarding
  • Perform Know Your Customer due diligence tasks
  • Review and manage client documentation and legal requirements
  • Collaborate with client-facing teams to gather required information

Education

  • Bachelor's degree preferred in a related field

Benefits

  • 100% coverage of medical, dental & vision insurance
  • 401k with employer contribution
  • Generous paid time off
  • Commuter benefits program
  • Fitness reimbursement
  • Annual Professional Development Stipend
To read the complete job description, please click on the ‘Apply’ button

Average salary estimate

$95000 / YEARLY (est.)
min
max
$90000K
$100000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

Similar Jobs
Photo of the Rise User
G2 Remote No location specified
Posted 8 days ago

Join G2 as an Account Manager and help businesses leverage trusted insights to maximize their software decisions.

Photo of the Rise User

Join Neural Concept as a Technical Account Manager to leverage your engineering expertise and business acumen in a dynamic, customer-focused role.

Join Huntington Bank as a Senior Account Manager, where you'll play a crucial role in client satisfaction and retention while managing complex account functions.

Photo of the Rise User

As a Technical Account Manager at Dispatch, you'll be pivotal in enhancing customer experiences by leveraging your technical acumen and product knowledge.

Photo of the Rise User
New Engen Remote United States
Posted 13 days ago

Join Donut Studios as an Account Manager to drive growth through innovative digital marketing strategies for top-tier brands.

Photo of the Rise User
IQVIA Hybrid San Francisco, CA, United States of America
Posted 8 days ago

As an Account Manager at IQVIA, you will play a vital role in managing key customer accounts and ensuring high-quality delivery for our US clientele.

Photo of the Rise User

Become a key player in Sanofi's Patient Support Services as a Field Reimbursement Manager, where you'll drive access and support for Dupixent patients.

Posted 10 days ago

We are looking for a dynamic Executive Assistant to streamline operations for our C-suite executives in a flexible working environment.

Photo of the Rise User
Posted 7 days ago

As a Senior Manager, Client Success at Cashrewards, you'll spearhead strategies that drive commercial impact while leading a dedicated team focused on client retention and growth.

Photo of the Rise User
Topsort Remote Boston, Massachusetts, United States
Posted 8 days ago

Join Topsort as an Account Manager to leverage your skills in client success and relationship management in a fast-paced global tech company.

Photo of the Rise User
Renaissance Remote Remote, Anahiem, California, United States
Posted 8 days ago

As an Account Manager II at Renaissance, you will drive educational sales and build strong relationships in the K-12 sector across southern California.

Photo of the Rise User
AbbVie Hybrid Melbourne VIC, Australia
Posted 14 days ago

Join Allergan Aesthetics as an Account Manager to leverage your passion for aesthetics and proven sales track record in enhancing market presence.

Photo of the Rise User
Kaseya Careers Hybrid Miami, Florida, United States
Posted 2 days ago

Join Kaseya as a Technical Account Manager to drive client satisfaction and success with innovative IT solutions.

MATCH
Calculating your matching score...
FUNDING
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
No info
HQ LOCATION
No info
SALARY RANGE
$90,000/yr - $100,000/yr
EMPLOYMENT TYPE
Full-time, on-site
DATE POSTED
March 16, 2025

Subscribe to Rise newsletter

Risa star 🔮 Hi, I'm Risa! Your AI
Career Copilot
Want to see a list of jobs tailored to
you, just ask me below!
LATEST ACTIVITY
Photo of the Rise User
Someone from OH, Cleveland just viewed Sales Associate (Sur La Table) at CSC Generation
Photo of the Rise User
Someone from OH, Columbus just viewed Resident Assistant (RA) at Datadog
Photo of the Rise User
Someone from OH, Cleveland just viewed Bellman and Doorman at Marriott International
Photo of the Rise User
Someone from OH, Cincinnati just viewed Finance Intern at Roche
Photo of the Rise User
Someone from OH, Cincinnati just viewed Personal Shopper - Sam's at Walmart
F
Someone from OH, Cincinnati just viewed CART - Captionist at Focus Interpreting
P
Someone from OH, Brecksville just viewed Verification Specialist at Planned Parenthood of Illinois
Photo of the Rise User
Someone from OH, Sheffield Lake just viewed Busser/Server Assistant at Chili's Grill and Bar
Photo of the Rise User
Someone from OH, Cincinnati just viewed Furniture Sales Representative at Furniture Fair
Photo of the Rise User
Someone from OH, Dayton just viewed Data Engineer | NDA at GT
Photo of the Rise User
Someone from OH, Dayton just viewed Data Engineer at Koddi
Photo of the Rise User
Someone from OH, Dayton just viewed Data Engineer at Launchpad Technologies
Photo of the Rise User
Someone from OH, Columbus just viewed Accounts Receivable Specialist at Brixio