Integration Specialist
Offre publique gérée par TDS Personnel. Vous pouvez postuler directement sur RBB sans créer de compte, ou consulter l’offre d’origine.
- Agence de recrutement :
- TDS Personnel
- Lieu
- Non divulgué
- Mode de travail
- Non divulgué
- Type d'emploi
- Permanent
- Niveau d'expérience
- Non divulgué
- Département
- Non divulgué
- Fonction
- Non divulgué
- Secteur
- Financial services
- Publié le
- 2026-09-18
Description du poste
Role overview: TDS Personnel is recruiting an Integration Specialist for a financial-services client. The role supports onboarding of new advisor teams, partner offices, client accounts, documentation and operational workflows.
Responsibilities include preparing and reviewing account-opening documents, tracking transfers and outstanding items, maintaining CRM and portfolio/custodian data, coordinating KYC/AML and compliance documentation, supporting advisor teams during onboarding, maintaining transition trackers and identifying recurring process improvements.
The posting seeks 2–5+ years in financial-services operations, onboarding, account administration, transfers or advisor support. Familiarity with account-opening and transfer documentation, KYC/AML requirements and custodian processes is requested. Strong organization, ownership and communication are essential.
Public compensation: 60–80k.
Autres postes chez cet employeur
Offre publique gérée par TDS Personnel. RBB reçoit les candidatures directes afin qu’elles puissent être transmises au recruteur ou à l’agence responsable du poste. Offre d'origine