Wealth Management, USPB Client Onboarding, Associate

What you’d do

Collect legal documents and information to onboard clients to private banking platforms, serve as a contact for account opening issues, and ensure compliance with policies. Full-time role in Columbus, OH. Found on the employer's careers page on Oct 23, 2026. Apply through the link.

You’ll need

• 3+ years in financial services, operations, or compliance
• Strong written and oral communication skills
• Ability to prioritize and multitask
• Quick learner under pressure with deadlines