satisfactory resolution Client Onboarding: Provide the client with onboarding documentation, including
satisfactory resolution Client Onboarding: Provide the client with onboarding documentation, including
FICA, KYC etc) are adhered to through the client onboarding process.
SOP. Execute client onboarding in coordination with Success Division as per Client Onboarding SOP. Ensure
SOP. Execute client onboarding in coordination with Success Division as per Client Onboarding SOP. Ensure
records (FIAS and FICA) Review and approval of client onboarding Assist advisory, fiduciary and consulting
records (FIAS and FICA) Review and approval of client onboarding Assist advisory, fiduciary and consulting