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Business Onboarding Specialist

2 months ago

Tampa, Florida, United States Axelon Services Corporation Full time
Job Description:

Axelon Services Corporation is seeking a highly skilled Business Onboarding Specialist to join our team. As a Business Onboarding Specialist, you will play a critical role in supporting the due diligence, account opening, and entitlements conducted during client onboarding.

Key Responsibilities:
  • Client Onboarding: Review potential new client profiles to determine the appropriate level of due diligence information required.
  • Account Setup: Work with Transaction Managers to complete account set-up, entitlements, and collaborate with related areas such as billing and operations to ensure complete client profile is completed and maintained.
  • Information Review: Review received information for accuracy and submit the information to support teams for processing.
  • Client Systems: Utilize internal Client systems to process client information, including required regulatory disclosures, and assist in processing annual reviews.
  • Communication: Communicate directly with various support teams to ensure the accurate and timely completion of records.
  • Workflow Management: Prioritize and track workflow to ensure records are completed within the necessary timeframe and escalate as needed to the senior management team.
Requirements:
  • Corporate Banking Experience: General experience in Corporate Banking is required.
  • Client Onboarding Knowledge: Knowledge and experience with client onboarding and account opening processes are essential.
  • Agency & Trust Products: Experience with Agency & Trust products would be beneficial.
  • Teamwork: Must be able to work in a team environment, interacting with Sales, Admin, Operations, and Product.
  • Organization and Time Management: Strong organization and time management skills are expected, with the ability to prioritize accordingly.
  • Proactivity: Proactive and able to operate independently with minimal management.
  • Communication Skills: Strong communication skills are required.
  • Technical Skills: Skilled with Excel and proficient with Microsoft Outlook and Word.