Title: Client Onboarding Specialist
Location: Charlotte, NC
Duration: 6 months
Benefits on offer for this contract position: Health Insurance, Life insurance, 401K and Voluntary Benefits
Summary:
In this contingent resource assignment, you may: Consult on or participate in moderately complex initiatives and deliverables within Business Execution and contribute to large-scale planning related to Business Execution deliverables. Review and analyze moderately complex Business Execution challenges that require an in-depth evaluation of variable factors. Contribute to the resolution of moderately complex issues and consult with others to meet Business Execution deliverables while leveraging solid understanding of the function, policies, procedures, and compliance requirements. Collaborate with client personnel in Business Execution. Required Qualifications: 4+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work or consulting experience, training, military experience, education.
Responsibilities:
The role of the Onboarding and Customer Set-up Coordinator is to manage client onboarding for certain sales desks within the Corporate and Investment Bank. This position will support the Sales team and report to the New Business Management Group, focusing on the Sponsored Products group, specifically Repo/Sponsored Repo products.
Seeking an Onboarding Coordinator to assist the Sales team with the end-to-end onboarding process for clients including document collection, account opening and configuration.
- Actively participate in project work related to Treasury Clearing, managing to project deadlines and providing frequent updates on progress.
- Work closely with the Sales team to manage the pipeline of clients being on-boarded, establish priorities and provide regular status updates to Sales, clients, the Negotiation Team and Operations.
- Assist with the design and implementation of an enhanced onboarding process including onboarding checklist, milestone tracking and documenting procedures/best practices.
- Submit requests for all account opening / new client onboarding requests.
- Partner with Sales, Relationship Managers, clients, or third-party advisors (as applicable) to collect relevant agreements and documents to hand-off to Operations, Credit and Negotiation teams (e.g., organizational documents, Tax forms, etc.).
- Act as a central point of contact for onboarding matters related to the covered business in terms of:
o Setting priorities
o Driving execution
o Providing client documents
o Questions regarding client set-ups
o Tracking and reporting on status
- Coordinate with the Negotiation Team to ensure that the necessary documentation is in place.
- Work with Operations to ensure timely account opening.
- Work with the client and the desk to ensure platform mappings are completed.
Qualifications:
- Applicants must be authorized to work for ANY employer in the U.S. This position is not eligible for visa sponsorship.
- 4+ years of Business Execution, Implementation, or Strategic Planning experience
- Project Management/Financial Services experience
- Familiarity with Client Onboarding, Data Management
- Ability to work in a fast-paced, deadline driven environment.
- Excellent verbal, written, and interpersonal communication skills
- Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
- Strong relationship building skills
