- Insight Global (Salt Lake City, UT)
- Job Description A large Financial client is looking for a Client Onboarding Licensed Approver to sit in their Salt Lake or Dallas Office. This person ... high wealth clients with the process of becoming an approved client . They will be onboarding new accounts through the legal and documentation process. This… more
- Insight Global (Dallas, TX)
- Job Description A large financial client is looking for a Client Onboarding Licensed Approver to join their Client Implementation Team. Client ... policies and perform due diligence on all new accounts. Client Onboarding works closely with Compliance, Legal,...FINRA requirement gathering. This resource will be the final approver and sign off for the High Net Worth… more