- Robert Half Finance & Accounting (Fort Worth, TX)
- …role demands top-tier communication and meticulous detail. Key Duties: + Drive new client onboarding : input CRM data, manage docs, set up reports, and ... Description Investment Banking Client Services Analyst Fort Worth, TX...investment advisory and equity investment processes. * Experience in client relations and onboarding procedures. * Detail-oriented… more
- Guidehouse (Richardson, TX)
- …Manipulation) Office of Foreign Asset Controls (OFAC), Know Your Customer ( KYC ), including Identification Verification (ID&V), Customer Due Diligence (CDD), Enhanced ... media, vendor systems or other research tools and reviewing customer's onboarding documentation according to current procedures to identify, assess and mitigate… more