More jobs:
Onboarding Specialist
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-02-28
Listing for:
Calculated Hire
Full Time, Contract
position Listed on 2026-02-28
Job specializations:
-
Business
Business Development, Client Relationship Manager, Business Analyst, Business Administration
Job Description & How to Apply Below
6-month Contract (W2), Weekly Pay (40 hours/week)
Pay Rate: $47/hr.
Desired
Start Date:
3/16/2026
Calculated Hire is in search of a Client Onboarding Coordinator for our Fortune 100 Financial Services company. You will be responsible for the following components:
Job DescriptionThe 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.
In this role, you will:- Work closely with the Sales team to manage the pipeline of clients being on-boarded, establish priorities and provide regular status updates to Clients. 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 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:
- Setting priorities
- Driving execution
- Questions regarding client set-ups
- 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.
- 2+ 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.
- Excellent verbal, written, and interpersonal communication skills
- Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
- Familiarity with Client Onboarding, Data Management
- Ability to work in a fast-paced deadline driven environment.
- Build relationships and partner with multiple groups to drive resolution
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