What are the responsibilities and job description for the Onboarding Specialist position at Dexian?
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.
About this role:
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.
In this role, you will:
• 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.).
Required Skills
Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills
Project Management/Financial Services experience - Treasury Clearing, Repo specifically
Familiarity with Client Onboarding, Data Management
Ability to work in a fast-paced, deadline driven environment
Ability to build relationships and partner with multiple groups to drive resolution
Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals.
Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit https://dexian.com/ to learn more.
Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.
**Apply right away for consideration**
Salary : $45 - $50
