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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.

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MATCH
VIEW MATCH
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

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