Capital Markets Client Onboarding Coordinator
4 weeks ago
Capital Markets Client Onboarding Specialist Opportunity
We are seeking a skilled Capital Markets Client Onboarding Specialist to join our team at a well-known Financial Services Company in Charlotte, NC. This is a long-term contract opportunity that includes a competitive benefit package.
Key Responsibilities:
- Work closely with the Sales team to manage the pipeline of clients being on-boarded, establish priorities, and provide regular status updates.
- Submit requests for all account opening/new client onboarding requests.
- Partner with Sales, Relationship Managers, clients, or third-party advisors to collect relevant agreements and documents.
- Act as a central point of contact for onboarding matters related to the covered business.
Requirements:
- 2+ years of Business Execution, Implementation, or Strategic Planning experience.
- Excellent verbal, written, and interpersonal communication skills.
- Advanced Microsoft Office skills.
What You Will Receive:
- A competitive benefit package.
- The opportunity to work with a well-established Financial Services Company.
- The chance to develop your skills and experience in a dynamic and fast-paced environment.
About the Company:
Motion Recruitment Partners is an Equal Opportunity Employer. We are committed to providing a diverse and inclusive work environment.
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