Shareholder Services Analyst

1 month ago


Chicago, United States Strategic Staffing Solutions Full time

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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