Capital Markets Client Onboarding Specialist

Outstanding 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

In this role, you will:

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.

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

Desired Skills & Experience

• Project Management experience
• Familiarity with Client Onboarding, Data Management
• Ability to work in a fast-paced deadline driven environment.

What You Will Be Doing

• Participate in low to moderately complex initiatives and identify opportunity for process improvements within Business Execution.
• Review and analyze basic or tactical Business Execution assignments or challenges that require research, evaluation, and selection of alternatives, related to low-to-medium risk deliverables.
• Present recommendations for resolving low to moderately complex situations and exercise some independent judgment while developing understanding of function, policies, procedures, and compliance requirements.
• Provide information to client personnel in Business Execution.

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.