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Client Integration Specialist

2 months ago


New York, New York, United States Michael Page Full time
Position Overview

The Client Engagement Coordinator will play a crucial role in facilitating the onboarding process for new clients. This position entails a variety of responsibilities aimed at ensuring a seamless transition for clients into our services.

Key Responsibilities
  • Manage Onboarding: Oversee and coordinate the entire client onboarding journey.
  • Prepare Compliance Documentation: Develop and maintain KYC (Know Your Customer) documentation.
  • Conduct Risk Evaluations: Execute OFAC and Negative News assessments.
  • Prioritize Client Requests: Ensure timely processing of onboarding applications.
  • Collaborate with Stakeholders: Engage with internal teams and clients to facilitate communication.
  • Ensure Regulatory Compliance: Adhere to audit standards and recommend enhancements to processes.
  • Document Management: Handle essential documents and industry-specific codes.

Qualifications

The ideal candidate for the Client Integration Specialist role should possess the following qualifications:
  • 3-5 years of experience in client onboarding, compliance, or a related area.
  • A Bachelor's Degree.
  • Strong verbal and written communication abilities.
  • Capability to track and report on the progress of requests.
  • Willingness to work on-site a minimum of three days per week.

Compensation

The successful candidate will receive a competitive hourly rate for the duration of the contract, with the potential for extension.