Wealth Management, USPB Client Onboarding, Associate

What you’d do

Collect legal documents and information to onboard clients to Private Banking platforms, act as a subject matter expert on account opening policies, and serve as a contact for account opening issues. Full-time position 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
• Ability to learn new subject matter quickly
• Work under pressure with fixed deadlines