Innova Solutions
South Salt Lake, UT, USA
Innova Solutions is immediately hiring for an Ops PWM Client Implementation CW Analyst Position type: Full time Contract Duration: 6+ Months Location: Salt Lake City, UT As an Ops PWM Client Implementation CW Analyst, you will: Understand the different client account structures and documentation required to establish new accounts Be vigilant in due diligence reviews of new client screening for Anti Money Laundering & Know Your Client requirements Work closely with PWM Advisor teams to ensure all client documents are correct and sent to the client in a timely manner Request products (options, margin, checking, debit cards, etc.) for the respective PWM client accounts Ensure downstream systems correctly recognize approved products and services, including Cash products, Client Statement and Performance reporting Resolve issues through coordination with PWM Teams, PWM Compliance, PWM Legal and Anti Money Laundering Work on improvements to account...