KYC Data Analyst I Job at Mindlance, Phoenix, AZ

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  • Mindlance
  • Phoenix, AZ

Job Description

We are seeking a detail-oriented and proactive KYC Data Analyst to support a critical data enhancement initiative. This role involves updating and maintaining our custodian system to ensure complete and accurate KYC data, as well as managing a repapering requirement. Skills Update the custodian system by identifying and populating missing KYC data fields. - Assist in reviewing client records to identify forms that require repapering. - Identify, populate and communicate repapering requirements to advisors in a clear and timely manner. - Track and monitor the progress of repapering efforts and escalate issues as needed. - Collaborate with internal teams to ensure a coordinated and efficient process.- Maintain accurate records and documentation throughout the data and repapering lifecycle. - Additional adhoc projects as needed EEO: "Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of - Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans." Mindlance

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