S3/Strategic Staffing Solutions has a Client On-Boarding specialist opportunity for a leading Investment Management Firm in Salt Lake City!
Location: Salt Lake City - On Site
Duration: 6 months + possible extension
Pay Rate: $20-25/hr. W2
***Local Applicants to SLC only please***
Description:
- Owning and driving the onboarding process on behalf of the desk for all client types and products (Cash and Derivatives)
- Active discussions with Sales to manage priorities
- Drive internal and external negotiations and processes including ISDA agreements and account opening
- Develop in depth knowledge of all requirements needed such as AML, KYC & product to legal entity alignment
- Having a sound appreciation of new business policy and process requirements
- Manage tight timelines for fund launches, market specific deadlines and trade dates.
- Focus on ensuring we meet our Service Level Expectations at time of onboarding
Qualifications:
- Bachelor’s Degree
- Minimum of 1-2 of client service/financial institution experience (nice to have)
- General understanding and/or prior experience in related onboarding functions (e.g. Due Diligence) is preferred
- Strong written and verbal communication skills
- Highly organized, able to multi-task, and prioritize projects
- Detail oriented and self-driven
- Strong client service orientation
