KYC Data Analyst Job at Phaxis, Newark, DE

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  • Phaxis
  • Newark, DE

Job Description

Data Process Enhancement Professional

We are looking for a meticulous and proactive professional to join our team in a role focused on enhancing our data processes. This position involves updating and maintaining our custodian system to ensure that our KYC data is complete and accurate, alongside managing a repapering initiative.

Key Responsibilities:

  • Revise the custodian system by identifying and filling in any missing KYC data fields.
  • Support the review of client records to determine which forms need to be repapered.
  • Clearly and promptly communicate repapering requirements to advisors.
  • Monitor and track the progress of repapering activities, escalating any issues that arise.
  • Work closely with internal teams to ensure an efficient and coordinated process.
  • Keep thorough and accurate records and documentation throughout the data management and repapering process.
  • Participate in additional ad hoc projects as necessary.
Phaxis

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