KYC Data Analyst Job at Phaxis, Newark, DE

T09SZ015VVd6QWdDL1Y5VnpDbmhENkF2ZHc9PQ==
  • Phaxis
  • Newark, DE

Job Description

Data Process Enhancement Professional

We are looking for a meticulous and proactive professional to join our team in a role focused on enhancing our data processes. This position involves updating and maintaining our custodian system to ensure that our KYC data is complete and accurate, alongside managing a repapering initiative.

Key Responsibilities:

  • Revise the custodian system by identifying and filling in any missing KYC data fields.
  • Support the review of client records to determine which forms need to be repapered.
  • Clearly and promptly communicate repapering requirements to advisors.
  • Monitor and track the progress of repapering activities, escalating any issues that arise.
  • Work closely with internal teams to ensure an efficient and coordinated process.
  • Keep thorough and accurate records and documentation throughout the data management and repapering process.
  • Participate in additional ad hoc projects as necessary.
Phaxis

Job Tags

Similar Jobs

Pacific Office Automation

Sales Development Representative (Entry-Level) Job at Pacific Office Automation

 ...Description Job Description Sales Development Representative (Entry-Level) Beaverton, OR | Full-Time | Onsite | W-2 Employee...  ...competition, achievement, and team success Qualifications ~ Bachelors degree preferred ~03 years of experience in sales, customer... 

University of Georgia

Infectious Disease Forecasting Postdoctoral Position Job at University of Georgia

 ...Position Details Posting Number G/R18253P Working Title Infectious Disease Forecasting Postdoctoral Position Department Ecology-Ctr Ecol of Infec Dis About the University of Georgia Since our founding in 1785, the University of Georgia has operated as... 

Lovely Law Firm Inc.

Personal Injury Litigation Paralegal Job at Lovely Law Firm Inc.

 ...re seeking a fulfilling career at a respected and rapidly growing law firm, wed love to meet you. Personal Injury Litigation Paralegal Are you a skilled, detail-oriented litigation paralegal with a passion for helping others? Were looking for a motivated... 

Community Influencer

SEO Content Writer Job at Community Influencer

 ...company (with awesome benefits) and we're looking for an amazing, SEO Writer to join our high-performance Content Marketing Team....  ...editing, and SEO experience.~3+ years of sales-focused, web copywriting and/or direct response copywriting preferred. ~ A portfolio of... 

Bagen Law

Associate Attorney Job at Bagen Law

*Overview* Bagen Law is seeking an Associate Attorney to join our dynamic team, preferably with litigation or negotiation experience in Personal Injury law. If you're eager to refine your skills, litigate impactful cases, and thrive in a collaborative environment, ...