Base salary components included; + compensation ma...
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Entity and foreign account opening
Anti money laundering compliance
Know your client procedures
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The New Accounts Associate position at Willenborg Wealth Management is a hybrid role focused on supporting the Entity & Foreign Team by managing client inquiries, processing account documentation, and ensuring compliance with industry regulations. The ideal candidate should possess strong communication skills and attention to detail, with a preference for candidates holding a degree in Business or Finance.
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Job Summary
This role is part of the New Accounts Entity & Foreign Team responsible for establishing new client accounts while adhering to industry registration requirements.
The position requires processing documents to meet strict regulatory codes including Anti Money Laundering and Know Your Client policies.
Employees enjoy a hybrid work environment with three days in the office per month alongside comprehensive benefits including medical, dental, vision, and retirement savings.
Matching Summary
Match Score: 75
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The New Accounts Associate position at Willenborg Wealth Management is a hybrid role focused on supporting the Entity & Foreign Team by managing client inquiries, processing account documentation, and ensuring compliance with industry regulations. The ideal candidate should possess strong communication skills and attention to detail, with a preference for candidates holding a degree in Business or Finance.
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Salary
Base salary components included; Additional compensation may include cash or equity; Eligible for benefits package including medical, dental, vision, life insurance, and paid time off
Skills & Requirements
Must-have
Entity and foreign account opening
Anti Money Laundering compliance
Know Your Client procedures
High volume phone support
Data entry and verification
Nice-to-have
Detail orientation and flexibility
Strong interpersonal communication skills
Ability to prioritize workload
Positive customer experience focus
Collaborative hybrid work style
Key Requirements
High School Diploma or GED required
Bachelor's degree in Business or Finance preferred