Client Relationship Advocate (Financial Services, Onboarding, Operations)
Strategic Staffing SolutionsSalt Lake City, UT, United States20 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
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Client Advocate • Salt Lake City, UT, United States
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