Capital Markets Client Onboarding Specialist
Charlotte, NC
Hybrid
Contract
$46.84/hr - $52.78/hr
Outstanding long-term contract opportunity! A well-known Financial Services Company is looking for a Capital Markets Client Onboarding Specialist in Charlotte, NC (Hybrid).
Work with the brightest minds at one of the largest financial institutions in the world. This is 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
What You Will Be Doing
Work with the brightest minds at one of the largest financial institutions in the world. This is 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
- 2+ 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 experience
- Familiarity with Client Onboarding, Data Management
- Ability to work in a fast-paced deadline driven environment.
What You Will Be Doing
- 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.
- 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 and Negotiation teams (e.g., organizational documents, Tax forms, etc.)
- Act as a central point of contact for onboarding matters related to the covered business in terms of:
- Setting priorities
- Driving execution
- Providing client documents
- Questions regarding client set-ups
- Tracking and reporting on status
- Coordinate with the Negotiation Team to ensure that the necessary documentation is in place
- Work with Operations to ensure timely account opening.
You will receive the following benefits:
- Medical Insurance - Four medical plans to choose from for you and your family
- Dental & Orthodontia Benefits
- Vision Benefits
- Health Savings Account (HSA)
- Health and Dependent Care Flexible Spending Accounts
- Voluntary Life Insurance, Long-Term & Short-Term Disability Insurance
- Hospital Indemnity Insurance
- 401(k) including match with pre and post-tax options
- Paid Sick Time Leave
- Legal and Identity Protection Plans
- Pre-tax Commuter Benefit
- 529 College Saver Plan
Motion Recruitment Partners (MRP) is an Equal Opportunity Employer, including Veterans/Disability/Women. All applicants must be currently authorized to work on a full-time basis in the country for which they are applying, and no sponsorship is currently available. Employment is subject to the successful completion of a pre-employment screening. Accommodation will be provided in all parts of the hiring process as required under MRP’s Employment Accommodation policy. Applicants need to make their needs known in advance.