Client Relationship Advocate (Financial Services, Onboarding, Operations)
Strategic Staffing SolutionsSalt Lake City, UT, US8 hours ago
Job type
- Full-time
Job descriptionCurrent focus area : Onboarding of clients to Sponsored repurchase agreements and ancillary documents to allow for Clearing of US treasuries Owning and driving the onboarding process on behalf of the desk for all client types and products Use active discussions with Sales and our clients to manage the priority queue Drive internal and external conversations to facilitate the negotiation of trading agreements : ISDA, MRA, CDEA, and MSFTA. Develop in depth knowledge of all account opening requirements needed such as AML, KYC & product to legal entity alignment Manage tight deadlines to ensure we meet clients' service level expectations : fund launches, market specific deadlines and trade dates Provide excellent client service at time of onboarding Demonstrate a sound appreciation of new business policies, and process enhancements
S3 / Strategic Staffing Solutions has a Client Relationship Advocate opportunity for a leading Investment Management Firm in Salt Lake City, UT! Please read further if you are interested in joining a leading organization!
Location : Salt Lake City, UT - On Site
Duration : 6 months + possible extension
Pay Rate : $20-23 / hr.
Qualifications & Description :
- Bachelor's Degree
- Minimum of 1-3 of client service / financial institution experience
- Strong written and verbal communication skills
- Strong organization skills, ability to multi-task, and prioritize projects
- Strong attention to detail
- Strong client service orientation
- General understanding of onboarding, KYC or regulatory requirements
- Prior experience in related onboarding functions (e.g. Due Diligence, Agreement negotiation) is preferred
- Experience / knowledge with ISDA, MRA and other trading agreements is preferred
RESPONSIBILITIES
Create a job alert for this search
Client Advocate • Salt Lake City, UT, US
Related jobs
As a Remote Client Relations Coordinator, you will be responsible for supporting customers and handling inquiries from the comfort of your home, including : respond to customer inquiries via phone, ...Show moreLast updated: 30+ days ago
Registered Client Service Associate.Supports Financial advisors and their prospective and existing clients and other branch staff team members.
Demonstrates effective communication skills across mul...Show moreLast updated: 30+ days ago
Licensed Marriage and Family Therapist (LMFT).Wage : Between $90-$127 an hour.Licensed Marriage and Family Therapist — Are you ready to launch or expand your private practice? .Headway is here to he...Show moreLast updated: 30+ days ago
AlliedTravelCareers is working with Core Medical Group to find a qualified Certified Occupational Therapist Assistant (COTA) in Holladay, Utah, 84124!.
Client in UT seeking Occupational Therapy Assi...Show moreLast updated: 15 days ago
Morgan Stanley at Work, a division of Morgan Stanley Wealth Management, provides workplace financial solutions that build employee financial confidence, foster loyalty, and help our corporate clien...Show moreLast updated: 30+ days ago As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including : respond to customer inquiries via phone & in person.Finance to provide...Show moreLast updated: 30+ days ago 
Market Client Relationship Manager.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutio...Show moreLast updated: 30+ days ago
Location : 2299 Highland Drive - Salt Lake City, Utah 84106-0340.Job Summary : The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the ...Show moreLast updated: 4 days ago
We're hiring a Certified Occupational Therapy Assistant for a travel contract role at a great facility.Under the guidance of a licensed Occupational Therapist, you’ll help patients regain the skill...Show moreLast updated: less than 1 hour ago
S3 / Strategic Staffing Solutions has a Client Relationship Advocate opportunity for a leading Investment Management Firm in Salt Lake City, UT! Please read further if you are interested in joining a...Show moreLast updated: 2 days ago Location : 36 South State Street - Salt Lake City, Utah 84111.Job Summary : The Client Relationship Associate (CRA) supports the KPB Relationship Manager and field team to manage their client book, g...Show moreLast updated: 18 days ago 
QuickMD is a leading telemedicine provider, delivering high-quality virtual care across 44 states.Since our founding in 2019, we have helped more than 100,000 patients access essential medical trea...Show moreLast updated: 30+ days ago
Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...Show moreLast updated: 30+ days ago
Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we s...Show moreLast updated: 10 days ago
Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we s...Show moreLast updated: 10 days ago
From early-stage AI startups to large public companies, Rho is the banking platform with everything businesses need to manage cash, control spend, and automate finance busywork.Rho offers corporate...Show moreLast updated: 30+ days ago
Position Type : Regular Your opportunity At Schwab, you’re empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us “challenge the status quo” a...Show moreLast updated: less than 1 hour ago
At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive.
We are dedicated to supporting our customers and comm...Show moreLast updated: 30+ days ago
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 30+ days ago AlliedTravelCareers is working with LRS Healthcare to find a qualified Occupational Therapist (OT) in Holladay, Utah, 84124!.
Ready to start your next travel adventure? LRS Healthcare offers a full ...Show moreLast updated: 15 days ago
- Promoted
Remote Client Relations Coordinator
TradeJobsWorkforce84075 Syracuse, UT, USRemote
Full-time
- Promoted
Registered Client Service Associate
Raymond James FinancialSalt Lake City, UT, USFull-time
- Promoted
Licensed Marriage and Family Therapist
HeadwayProvo, UT, United StatesFull-time
- Promoted
Travel Certified Occupational Therapist Assistant (COTA) - $1,360 per week in Holladay, UT
AlliedTravelCareersHolladay, UT, USFull-time
- Promoted
Client Service Associate
Morgan StanleySandy, UT, USFull-time
- Promoted
Client Services Associate
TradeJobsWorkforce84045 Saratoga Springs, UT, USFull-time
- Promoted
Merrill Market Client Relationship Manager
Bank of AmericaSalt Lake City, UT, USFull-time
- Promoted
Private Client Advisor
KeyCorpSalt Lake City, UT, USFull-time
- Promoted
- New!
COTA - Travel Contract
Jackson Therapy PartnersHolladay, UT, United StatesFull-time +1
- Promoted
Client Relationship Advocate (Financial Services, Onboarding, Operations)
Strategic Staffing SolutionsSalt Lake City, UT, United StatesFull-time
- Promoted
Key Private Bank Client Relationship Associate
KeyCorpSalt Lake City, UT, USFull-time
- Promoted
Telemedicine Physician
QuickMDMorgan, UT, USFull-time
- Promoted
Customs and Border Protection Officer
U.S. Customs and Border ProtectionErda, UT, United StatesFull-time
- Promoted
Client Relationship Consultant 3 (Banker) - UT-West Jordan Copper Hills (22hrs)CategoryBranch BankingJob Id2025-0024156LocationWest Jordan, UT, United StatesPosting Start Date10 / 01 / 2025Anticipated Posting End Date10 / 10 / 2025Job TypePart time
US BankWest Jordan, UT, USPart-time
- Promoted
Client Relationship Consultant 3 (Banker) - UT-West Jordan Copper Hills (22hrs)
U.S. BancorpWest Jordan, UT, USFull-time
- Promoted
Client Service Associate
RhoSalt Lake City, UT, USFull-time
- Promoted
- New!
Client Relationship Manager- Salt Lake City, UT
Charles SchwabHolladay, UT, USFull-time
- Promoted
Private Client Advisor
Umpqua BankSalt Lake City, UT, USFull-time
- Promoted
Remote Finance Advisor - AI Trainer
Data AnnotationLehi, UtahRemote
Full-time +1
- Promoted
Travel Occupational Therapist (OT) - $1,125 to $1,247 per week in Holladay, UT
AlliedTravelCareersHolladay, UT, USFull-time