Senior Analyst, Account Opening and Maintenance - SF

As a Senior Analyst in Account Opening and Maintenance at Jordan Park, your primary responsibilities will include supporting the entire process of account opening and maintenance. You will collaborate with client-facing teams to gather necessary documentation, ensure compliance with legal and regulatory requirements, perform Know Your Customer due diligence, and conduct ongoing audits of client account data, all while ensuring a seamless onboarding experience.

To qualify for the Senior Analyst in Account Opening and Maintenance role at Jordan Park, candidates should have experience dealing with client onboarding, client data management, and a solid understanding of KYC and CIP requirements. Familiarity with client account structures and a proven ability to detail complex workflows are also essential.

Attention to detail is crucial for the Senior Analyst in Account Opening and Maintenance position at Jordan Park. This role involves managing sensitive client documentation and maintaining accurate account data, making precision and diligence key to achieving compliance and excellent client service.

Successful Senior Analysts at Jordan Park exhibit strong organizational and time management skills, thrive in fast-paced environments, and demonstrate effective communication with various stakeholders. Being self-motivated, highly detail-oriented, and capable of navigating complex workflows contributes significantly to success in this role.

The expected base salary for a Senior Analyst in Account Opening and Maintenance at Jordan Park in San Francisco ranges from $90,000 to $100,000 annually. This range is based on experience, skills, education, and other relevant factors. Additional perks such as bonuses and benefits package enhance overall compensation.

In your response, detail specific tasks you've managed during client onboarding, including document collection, compliance checks, and any efficiency improvements you've implemented. Providing examples demonstrates your hands-on experience.

Discuss your approach to staying updated on regulatory changes, tools you’ve used to track compliance metrics, and examples where you've successfully ensured compliance in past roles. This shows your diligence and knowledge of the field.

Explain your organizational methods, such as prioritization matrices or time-blocking techniques that help keep you focused and effective when handling multiple projects. Real-life examples are impactful.

Share specific instances of challenges you've identified in workflows, how you approached improvement, and what outcomes resulted. This demonstrates your proactive nature and problem-solving skills.

Discuss your approach to data security, emphasizing your understanding of confidentiality and discretion when managing sensitive documentation or client communications.

List specific software or tools like CRM systems, compliance tracking software, or document management systems that you've utilized, along with how you've used them effectively in your work.

Outline your communication strategy, which could include offering support or bringing them in for collaborative brainstorming sessions. This highlights your teamwork and leadership qualities.

Provide a narrative where you faced challenges in a process and had to think creatively to propose alternative solutions, leading to successful outcomes.

Define your career aspirations in relation to growth within the investment and financial advisory sector, focusing on how this aligns with your interest and commitment to client service.

Here, reflect on what resonates with you about Jordan Park’s mission, values, and commitment to high-level client service. Make it personal to show genuine interest.