Tasks :

• Support client onboarding, transitions, and conversions by performing operational activities and data analysis under appropriate guidance.

• Prepare and onboard clients by opening and closing accounts, ensuring accurate analysis, reconciliation, and migration of incoming and outgoing data to the relevant platforms.

• Determine the most appropriate account setup based on client needs and update existing account configurations when required.

• Prepare the opening of new accounts once all KYC and AML due diligence requirements have been completed.

• Review account opening documentation and checklists to ensure completeness and accuracy.

• Close accounts only after verifying that no pending transactions or remaining balances exist.

• Perform pre-transition and conversion testing, including data quality checks and validation, to ensure accuracy and compliance.

• Escalate ...