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Client Onboarding Specialist (Investment Banking)
Client Onboarding Specialist (Investment Banking)Phyton Talent Advisors • Saint Petersburg, FL, US
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Client Onboarding Specialist (Investment Banking)

Client Onboarding Specialist (Investment Banking)

Phyton Talent Advisors • Saint Petersburg, FL, US
20 hours ago
Job type
  • Full-time
Job description

Client Onboarding Specialist (Investment Banking)

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Phyton Talent Advisors provided pay range

This range is provided by Phyton Talent Advisors. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$39.00 / hr - $40.00 / hr

About the Role

Fosters and collaborates in the development of new client relationships. Acts as primary point of contact during onboarding to the platform. Effective external and internal client communications. Develops and maintains an in-depth understanding of custody and clearing business, its products, and supporting functions.

Responsibilities

  • Conduct effective educational meetings delivering a professional presentation.
  • Ensure follow up and train to inquiries related to services, qualifications, instructions or paperwork requirements for various programs.
  • Ensure completion of all onboarding related tasks; maintain Salesforce workflow and data requirements.
  • Ensure accuracy, completion and archival of onboarding contracts.
  • Proactively monitor onboarding activity with the ability to identify system or potential risk situations and escalates appropriately.
  • Builds and maintains key relationships and coordinates tasks with internal business lines demonstrating a culture of engagement and assistance.
  • Perform other duties and responsibilities as assigned.

Qualifications

At least 3 years of experience in financial services, client support, or project coordination.

Required Skills

  • In-depth concepts, practices and procedures of custody and clearing firms.
  • Fundamental concepts of financial markets, accounts, products, and the transfer process.
  • Operational processes common to a custody and clearing platform.
  • Project planning and implementation.
  • Excellent communication and strong business writing skills.
  • Ability to organize and maintain schedules, as well as present virtually.
  • Follow-up to ensure resolution and completion of tasks.
  • Proven ability to multitask and meet deadlines.
  • Enthusiastic, self-motivated, effective under pressure.
  • Strong project management skills with the ability to lead projects to completion in a deadline-driven environment.
  • Ability to influence and bring different parties together for a positive outcome.
  • Cultivating and maintaining effective working relationships throughout and at all levels of the organization.
  • Creative problem solving to meet client needs.

    • Preferred Skills

  • Ability to work directly with client firm executives and associates at all levels of the organization.
  • Organize, prioritize, manage, and track multiple details, tasks, and assignments in a fast-paced work environment.
  • Have detailed understanding of policy, procedures and processes.
  • Gather information, identify needs, and proactively apply findings to develop solutions.
  • Listen actively and demonstrate effective communication and interpersonal skills.
  • Work independently as well as collaboratively within a team environment.
  • Build and maintain strong working relationships with internal partners.

    • Seniority level

    Associate

    Employment type

    Contract

    Job function

    Finance

    Industries

    Banking, Investment Banking, and Financial Services

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    Client Onboarding Specialist • Saint Petersburg, FL, US