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Senior Analyst, Account Opening and Maintenance - SF

San Francisco, California, United States

Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, philanthropy, government, and society. Our team is composed of empathetic problem solvers with depth and diversity of experience. We embrace complexity and navigate challenges to empower clients to achieve their optimal outcomes.

Our mission is to enhance lives and legacies.

 

Senior Analyst, Account Opening & Maintenance
San Francisco, California

We are looking for an exceptional Analyst in our San Francisco, CA office to support the growth of our firm. This is an opportunity to work alongside individuals who are united by a strong sense of teamwork, service and excellence. Our hallmarks of responsiveness, availability, dependability, and competency are among our highest priorities. 

Your Role

As an Account Opening and Maintenance Analyst you will be responsible for the ongoing support of an end-to-end process of account opening and maintenance. The role will require partnership with internal and external business partners to ensure a seamless onboarding experience for our clients.  In addition, you will collaborate with the client-facing teams to gather required legal documents and associated client information to comply with legal, regulatory, and internal requirements. Additional responsibilities include performing Know Your Customer due diligence tasks, document generation and delivery, account establishment, updates to client and account attributes, and ongoing audits of client account data.

Requirements and Qualifications

  • Experience with client onboarding, client data changes, KYC and CIP requirements, and/or regulatory obligations
  • Capacity to process requests accurately with strong attention to detail
  • Familiarity with client account structures and organizational document requirements
  • Ability to collaborate with internal and external business partners
  • Strong focus on control and risk mitigation
  • Expertise in reviewing client documentation, legal and organization documents
  • Ability to navigate complex workflows, identify opportunities for improvements and drive process enhancements
  • Prior RIA, family office, or financial services experience preferred

About You

  • Have a positive attitude
  • Are comfortable in a fast-paced environment with multiple tasks and projects at hand
  • Have excellent time management and strong organizational skills
  • Are self-directed and able to work without a lot of supervision
  • Are energetic and eager to tackle new projects and ideas
  • Are highly detail-oriented, accurate and self-motivated
  • Can communicate effectively with a broad range of stakeholders
  • Are discreet in handling sensitive and confidential information
  • Work well both independently and as part of a team

Compensation & Benefits

Compensation at Jordan Park includes a base salary, discretionary year-end bonus, benefits and other perks.  We apply a total reward philosophy when determining compensation terms.

The expected base salary for this role in San Francisco, California will range from $80,000 – $90,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs.

Our benefits package includes: 

  • Medical, dental & vision insurance – 100% of premium covered for employees
  • 401k participation with employer contribution
  • Generous paid time off 
  • Commuter benefits program (pre-paid tax dollars towards your commute)
  • Fitness Reimbursement
  • Annual Professional Development Stipend

We are empathetic problem solvers and subject matter experts, committed to serving clients at the highest level of trust and partnership. Our hallmarks of responsiveness, availability, dependability, and competency are our highest priorities.

Jordan Park is always seeking great talent.  We are proud to be an equal opportunity employer, and we consider qualified applicants without regard to race, color, religion, sex, national origin, ancestry, age, genetic information, sexual orientation, gender identity, marital or family status, veteran status, medical condition or disability.  We comply with the San Francisco Fair Chance Ordinance and will consider for employment qualified applicants with arrest and conviction records.

For information about our privacy practices, including disclosures for California residents, please see our Privacy Notice

Jordan Park is an SEC-registered investment adviser (RIA). 

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