Looking for a new role as a Motion Recruitment in Charlotte, NC? This Contract position is perfect for professionals in the Financial Services sector. Gain hands-on experience in the Analyst, Project Management, and Finance department, where you’ll be at the forefront of exciting projects and innovation.
Why This Job Is Great for You:
- Employee Rating: Rated /5 by employees — get a sense of the company culture!
- Job Level: This role is ideal for professionals at the Mid-Senior level Level Job.
- Posted: Posted 35 minutes ago, this role is still accepting applications. Act fast and apply today!
This opportunity offers valuable experience in the Analyst, Project Management, and Finance department and will help you advance your career in the dynamic world of Financial Services.
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“Motion Recruitment” Company Job Details
- Company Name: Motion Recruitment
- Work Type: Contract
- Rating: / 5
- Location: Charlotte, NC
- Industry: Financial Services
- Department: Analyst, Project Management, and Finance
- Experience Level: Mid-Senior level
- Job Creation Duration: 35 minutes ago
Job Details of Onboarding Specialist
Outstanding long-term contract opportunity! A well-known Financial Services Company is looking for a 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: 12 Months + possible extensions/contract to hire
The role of the Client Onboarding Consultant is to manage client onboarding for the Institutional FX team within the Corporate and Investment Bank. This position will support the Securities Operations team and will report to the Client Delivery Team.
In this role, you will:
- Work closely with the 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
- Submit requests for all account opening / new client onboarding requests.
- Partner with Asset 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.)
- Coordinate with the Team to ensure that the necessary documentation is in place
- Work with Operations to ensure timely account opening.
- Act as a central point of contact for onboarding matters related to the covered business in terms of:
- Setting priorities
- Driving execution
- Providing client documents
- Questions regarding client set-ups
- Tracking and reporting on status
Required Qualifications
- Need strong understanding of regulations and processes to guide clients correctly.
- Regulatory experience with KYC, AML, Dodd-Frank, etc. FX experience is nice to have.
- Experience with investment management agreements.
- Excellent verbal, written, and interpersonal communication skills
- Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
- Ability to work in a fast-paced deadline driven environment.