Remote Wealth Onboarding Specialist for T3K Platform

A leading consulting firm is seeking a Client Onboarding Functional Specialist to manage end-to-end onboarding for trust clients onto the SEI Trust 3000 platform. This remote position requires 5+ years in wealth management and expertise in client onboarding processes. The role involves ensuring compliance, analyzing client needs, and generating performance reports. Strong communication skills and hands-on experience with T3K are essential. Join a dedicated team at the forefront of client onboarding excellence.

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