Client Onboarding Expert

1 week ago


Charlotte, North Carolina, United States Calculated Hire Full time
{"title":"Client Onboarding Specialist","description":"Job Summary

Calculated Hire is seeking a skilled Client Onboarding Specialist to join our team. As a key member of our organization, you will be responsible for ensuring a seamless integration of institutional clients into our firm's processes and systems.

Key Responsibilities
  • Oversee the onboarding of institutional clients, ensuring efficient integration into our firm's processes and systems.
  • Focus on Agency Commercial Mortgage Projects and the associated Derivatives markets, including all related activities in the mortgage securities space.
  • Work closely with internal teams and clients to understand their structures, entity types, and specific onboarding requirements.
  • Act as a liaison for institutional clients, ensuring a thorough understanding of their specific needs and guiding them through complex onboarding processes.
  • Collaborate across departments to streamline operations, minimize errors, and enhance the client experience.
Qualifications
  • Proven experience in institutional client onboarding within capital markets, with a focus on mortgage securities and related derivatives.
  • Strong understanding of institutional client structures and ability to manage and onboard these entities effectively.
  • Experience in capital markets, particularly in roles related to trading or sales, with knowledge of onboarding processes for brokers or similar entities, would be highly beneficial.
  • Prior exposure to broker onboarding or other institutional onboarding processes.
  • Ability to manage relationships with institutional clients, with a proven track record of delivering high-quality client services.
  • Strong communication skills and ability to work with various stakeholders to drive initiatives forward.
Preferred Experience
  • Knowledge of or experience working within the Agency Commercial Mortgage space.
  • Familiarity with institutional derivatives and mortgage-backed securities.
","lang_code":"en"}

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