Analyst, Onboarding
jmfinn
About this role
This role involves onboarding new clients, reviewing documentation, ensuring compliance with AML/KYC standards, and providing guidance on regulatory requirements. The position requires collaboration with various departments and adherence to policies and procedures.
Skills
About jmfinn
jmfinn.comJM Finn is a UK-based wealth management firm with offices across the country, providing investment, portfolio management and private client services. The firm delivers tailored, scalable solutions—including discretionary portfolio management and personalised financial advice—to help individuals, families, trustees and charities pursue secure, long-term growth. JM Finn emphasizes close client relationships, experienced wealth managers and a client-focused approach to risk management, reporting and estate planning.
About jmfinn
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for jmfinn.
Salary
$8k – $11k
per year