Capital Markets Client Onboarding Specialist

4 weeks ago


Charlotte, North Carolina, United States Motion Recruitment Partners LLC Full time
Capital Markets Client Onboarding Specialist

Join a leading financial services company as a Capital Markets Client Onboarding Specialist in Charlotte, NC. This is a long-term contract opportunity with a competitive benefit package.

As a Capital Markets Client Onboarding Specialist, 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 Sales, clients, the Negotiation Team, and Operations.

You will be responsible for submitting requests for all account opening/new client onboarding requests, partnering with Sales, Relationship Managers, clients, or third-party advisors to collect relevant agreements and documents, and acting as a central point of contact for onboarding matters.

Key responsibilities include:

  • Managing client onboarding pipeline and prioritizing tasks
  • Collaborating with Sales and Operations teams to ensure timely account opening
  • Providing client documents and tracking status
  • Coordinating with Negotiation Team to ensure necessary documentation is in place

You will receive a comprehensive benefit package, including medical insurance, dental and orthodontia benefits, vision benefits, health savings account, and more.

Motion Recruitment Partners LLC is an Equal Opportunity Employer. All applicants must be currently authorized to work on a full-time basis in the country for which they are applying.



  • Charlotte, North Carolina, United States Motion Recruitment Full time

    Capital Markets Client Onboarding Specialist OpportunityWe 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...


  • Charlotte, North Carolina, United States Motion Recruitment Full time

    Job SummaryWe are seeking a highly skilled Capital Markets Client Onboarding Specialist to join our team in Charlotte, NC. As a key member of our Financial Services team, you will be responsible for managing the pipeline of clients being on-boarded, establishing priorities, and providing regular status updates to Sales, clients, the Negotiation Team, and...


  • Charlotte, North Carolina, United States Motion Recruitment Partners LLC Full time

    Job Summary:Capital Markets Client Onboarding Specialist is responsible for managing the pipeline of clients being on-boarded, establishing priorities, and providing regular status updates to Sales, clients, the Negotiation Team, and Operations.Key Responsibilities:Work closely with the Sales team to manage the pipeline of clients being on-boarded, establish...


  • Charlotte, North Carolina, United States Insight Global Full time

    Job DescriptionWe are seeking a highly skilled Capital Markets Specialist to join our team at Insight Global. The ideal candidate will have 5+ years of experience in financial/capital markets products in the investment banking industry, specifically in data analytics.Key Responsibilities:Automate processes and drive data-driven work and analysis.Break down...


  • Charlotte, North Carolina, United States Digitive Full time

    About the Role:Digitive is seeking a highly skilled Capital Markets Expert to join our team. As an Eagle Product Specialist, you will be responsible for implementing and configuring the Eagle application to meet the needs of our clients in the financial services industry.Key Responsibilities:Implement and configure the Eagle application to meet client...


  • Charlotte, North Carolina, United States Eden Rose USA Full time

    Capital Markets Associate OpportunityAt Eden Rose USA, our leading client is seeking talented professionals to join their Capital Markets Department, specifically within the CMBS, CLO, and ABS subgroups. We are looking for mid-level and senior associates who have a minimum of 3 years of substantial experience in areas such as securitization, structured...


  • Charlotte, North Carolina, United States Prutech Solutions Full time

    Job Title: Capital Markets Technology DevSecOps EngineerJob Summary: We are seeking a skilled DevSecOps Specialist to provide support to the rates, commodities, and Credit Derivatives Team in Capital markets.Key Responsibilities:* Architect, build, and maintain continuous integration/continuous delivery framework service for existing and new software...


  • Charlotte, North Carolina, United States Fifth Third Full time

    Capital Markets Leadership OpportunityFifth Third Bank is seeking a seasoned Capital Markets professional to lead our Financial Risk Management (FRM) business. As a Principal, you will be responsible for managing the deal execution process, guiding the internal FRM deal team, and providing support and input in the management of client accounts, prospect...


  • Charlotte, North Carolina, United States Experis Full time

    Job Title: Junior Capital Markets AnalystLocation: Charlotte, NCWork Authorization: W2Contract terms: One year with potential extensions or conversionPay Range: $34-$36/hrThe Derivative Collateral Management department for a Fortune 50 Financial Services client is seeking a Jr. Capital Markets Analyst to support the collateralization of derivatives,...


  • Charlotte, North Carolina, United States Fifth Third Full time

    Unlock Opportunities in Capital MarketsFifth Third Bank is seeking a seasoned professional to lead our Financial Risk Management team. As a Capital Markets Principal, you will be responsible for managing the deal execution process, guiding the internal FRM deal team, and providing support and input in the management of client accounts, prospect conversions,...


  • Charlotte, North Carolina, United States Home Solutions Full time

    About the RoleHome Solutions is a rapidly growing company that aims to make home ownership easier. We have achieved significant growth since our inception in 2017 and are now seeking a Client Success Specialist to manage and grow relationships with our home service provider partners.This role will work closely with the Sales Executive and Business...


  • Charlotte, North Carolina, United States Innova Solutions Full time

    About the Role:Innova Solutions is seeking a highly skilled Client Onboarding Coordinator to join our team. As a key member of our Sales team, you will be responsible for managing client onboarding, supporting the Sales team, and coordinating with various stakeholders to ensure a smooth client setup process.Key Responsibilities:Manage the end-to-end client...


  • Charlotte, North Carolina, United States Aloden, Inc. Full time

    We are seeking a highly skilled Business Analyst with expertise in Capital Markets to join our team at Aloden, Inc. The ideal candidate will have a strong understanding of trade lifecycles, financial instruments, and regulatory requirements.The successful candidate will work closely with cross-functional teams to gather requirements, analyze business needs,...


  • Charlotte, North Carolina, United States Insight Global Full time

    Capital Markets Business AnalystInsight Global is seeking a skilled Capital Markets Business Analyst to join our top financial services clients. This individual will be part of a Capital Markets team within the Risk and Finance Technology space focused on building hedging and trading applications. The role will involve project delivery responsibilities as...


  • Charlotte, North Carolina, United States LHH Recruitment Solutions Full time

    Job Title: Capital Markets Business AnalystJob Summary:LHH Recruitment Solutions is seeking a skilled Capital Markets Business Analyst to collaborate with Securities Operations, Technology, and Transformation teams for a banking client in Charlotte, NC. The ideal candidate will possess experience within Capital Markets or Back Office within a Tier 1 bank.Key...


  • Charlotte, North Carolina, United States Truist Inc Full time

    Job SummaryThis role is responsible for providing product and/or processing expertise within Derivative Trading, Securities Trading, Loan Trading or Agency Services Lines of Business within Capital Markets Operations.Key responsibilities include working on and providing guidance on core operational tasks including Client On-Boarding, Trade Capture,...


  • Charlotte, North Carolina, United States TEPHRA Full time

    Job Title: Capital Markets Operations Manager 3The ideal candidate for this role will have 15+ years of Capital Markets experience and 10+ years of management experience within a Capital Markets Division. The individual will provide leadership, decision making, and strategic direction for the Process Review and Enhancement Team within our Client's...


  • Charlotte, North Carolina, United States Collabera Full time

    Job Title: Capital Markets Scrum MasterJob Summary:Collabera is seeking a skilled Scrum Master with experience in Capital Markets to join our team. The ideal candidate will have a strong background in Scrum methodology and experience working with Capital Markets teams.Key Responsibilities:• Lead Scrum teams in Capital Markets projects• Ensure Scrum...


  • Charlotte, North Carolina, United States Collabera Full time

    Job Title: Capital Markets Scrum MasterJob Description:We are seeking a highly experienced Scrum Master to join our team at Collabera. The ideal candidate will have a strong background in Capital Markets and Scrum methodology. The successful candidate will be responsible for facilitating Scrum teams, ensuring smooth project execution, and driving business...


  • Charlotte, North Carolina, United States Capital Wealth Advisors Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Client Service Manager to join our team at Capital Wealth Advisors. As a key member of our operations team, you will be responsible for providing exceptional client service and support to our advisors and clients.The ideal candidate will have a strong background in financial services, excellent...