Onboarding Specialist

3 days ago

New York, United States Mindlance Full time

The role of the Onboarding and Customer Set-up Coordinator is to manage client onboarding for certain sales desks within the Corporate and Invest Bank. This position will support the Sales team and report to the New Business Management Group.


About this role:


**** is seeking an Onboarding Coordinator to assist the Sales team with the end-to-end onboarding process for clients including document collection, account opening, and configuration.


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 Clients. 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:

o Setting priorities

o Driving execution

o Providing client documents

o Questions regarding client set-ups

o Tracking and reporting on the status

• Coordinate with the Negotiation Team to ensure that the necessary documentation is in place

• Work with Operations to ensure timely account opening.


Required Qualifications

• Excellent verbal, written, and interpersonal communication skills

• Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills


Desired Qualifications

• Project Management experience

• Familiarity with Client Onboarding, Data Management

• Ability to work in a fast-paced deadline-driven environment.


About Mindlance:

Founded in 1999, Mindlance has been ranked as one of the fastest growing US Staffing firms by SIA for 9 consecutive years. We provide workforce solutions to Global 1000 companies in Technology, Engineering, Finance, Clinical Research, Scientific, Digital/Creative/Marketing space.


Mindful of the opportunity gap, we provide balanced solutions for both employers and job seekers—elevating the standards of recruitment practice to a whole new level. Our aim is to make a difference in the lives of job seekers by providing them with opportunities that broaden career horizons and expand skill sets. We take pride in being a strong driver of mindfulness and balance at workplace.


EEO:

“Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of – Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans.”

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