Dboerse
This role supports relationship managers by managing the daily activities related to customer onboarding and maintaining compliant relationships. The position involves performing thorough KYC reviews, ensuring adherence to AML policies, and overseeing annual reviews for Clearstream Fund Centre clients. It also includes verifying customer documentation, managing onboarding processes, and resolving escalated customer queries to ensure efficient client migration and satisfaction.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
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
View leadership team, funding history,
and employee contacts for Dboerse.
Dboerse didn’t post a salary, so this is our estimate from similar listings.