Capital Markets Client Onboarding Specialist
4 weeks ago
We 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 Operations.
Key Responsibilities- 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.
- Submit requests for all account opening / new client onboarding requests.
- Partner with Sales, Relationship Managers, clients, or third-party advisors (as applicable) to collect relevant agreements and documents to hand-off to Operations and Negotiation teams.
- Act as a central point of contact for onboarding matters related to the covered business in terms of setting priorities, driving execution, providing client documents, questions regarding client set-ups, tracking and reporting on status, and coordinating with the Negotiation Team to ensure that the necessary documentation is in place.
- Work with Operations to ensure timely account opening.
- 2+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work or consulting experience, training, military experience, education.
- Excellent verbal, written, and interpersonal communication skills.
- Advanced Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills.
- Medical Insurance - Four medical plans to choose from for you and your family.
- Dental & Orthodontia Benefits.
- Vision Benefits.
- Health Savings Account (HSA).
- Health and Dependent Care Flexible Spending Accounts.
- Voluntary Life Insurance, Long-Term & Short-Term Disability Insurance.
- Hospital Indemnity Insurance.
- 401(k) including match with pre and post-tax options.
- Paid Sick Time Leave.
- Legal and Identity Protection Plans.
- Pre-tax Commuter Benefit.
- 529 College Saver Plan.
Motion Recruitment Partners (MRP) is an Equal Opportunity Employer, including Veterans/Disability/Women. All applicants must be currently authorized to work on a full-time basis in the country for which they are applying, and no sponsorship is currently available. Employment is subject to the successful completion of a pre-employment screening. Accommodation will be provided in all parts of the hiring process as required under MRP's Employment Accommodation policy. Applicants need to make their needs known in advance.
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