Institutional Client Onboarding Specialist

Overview

Outstanding long-term contract opportunity! A well-known Financial Services Company is looking for a Institutional Client Onboarding Specialist in Charlotte, NC (Hybrid).

Work with the brightest minds at one of the largest financial institutions in the world. This is a long-term contract opportunity that includes a competitive benefit package! Our client has been around for over 150 years and is continuously innovating in today's digital age. If you want to work for a company that is not only a household name, but also truly cares about satisfying customers' financial needs and helping people succeed financially, apply today.

Contract Duration: 6 Months

• Excellent verbal, written, and interpersonal communication skills.
• Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills.
• Project Management experience.
• Experience with Client Onboarding, Data Management.
• Ability to work in a fast-paced deadline driven environment
• 2+ years of Business Execution, Implementation.

• 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.
• 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.
• Coordinate across support teams
• Provide information to client personnel in Business Execution.

Posted By: Natalie De Witt