Job Information
Motion Recruitment Partners Capital Markets Client Onboarding Specialist in Charlotte, North Carolina
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
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
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.
Posted by: Natalie DeWitt
Specialization: Business Analyst