Associate - Client Onboarding / Transitions (Pune)

- Under significant direction, conducts assigned operational and data analysis activities related to client onboarding / transitions / conversions - Prepares for and onboards clients, opens and closes accounts and/or analyzes, reconciles and reviews incoming or outgoing data for accurate translation to platform - Determines the best set-up for client accounts and establishes or makes updates to client accounts - Prepares for the opening of recent accounts once due diligence on KYC and AML has been completed - Reviews the .