Shareholder Services Analyst
2 weeks ago
Job Title: Shareholder Services Analyst – Hiring FAST
Location: Chicago, IL
Pay Rate: $33/HR on W2 Only – NO C2C
Setting: Onsite Required (Hybrid/Remote is NOT an Option)
Duration: 12+ months.
Required Qualifications:
- Bachelor s Degree
- Knowledge of financial markets and products
- Excellent written and verbal communication skills, and strong client service orientation
- Proficiency using the Microsoft Office Suite in particular Excel, PowerPoint and Microsoft Word
- Experience in Client Onboarding/ Customer Identification Program (CIP)/Know Your Customer (KYC) processes
- Understand structure of trading counterparts
- Self-motivated and proactive team player who takes ownership and accountability of projects, and has strong organizational skills to effectively manage competing priorities
- Flexible and able to work well under pressure in a team environment.
Responsibilities:
- Ensure due diligence is performed on new and existing Third Party Distributors as well as other Intermediaries.
- Develop expertise in the Firm's Global Framework.
- Quarterback the due diligence review with TPD s from start to the signing of an agreement.
- Coordinate with internal stakeholders during reviews to obtain necessary approvals.
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