What are the responsibilities and job description for the Onboarding and Customer Set-up Coordinator | CIB position at Motion Recruitment?
Outstanding long-term contract opportunity! A well-known Financial Services Company is looking for a Business Execution Consultant 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
Required Skills & Experience
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
Required Skills & Experience
- 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.
- Excellent verbal, written, and interpersonal communication 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
- 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.
- 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.).
- 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.
