Capital Markets Client Onboarding Specialist

Charlotte, NC

Hybrid

Contract

$46.84/hr - $52.78/hr

Outstanding long-term contract opportunity! A well-known Financial Services Company is looking for a Capital Markets Client Onboarding Specialist in Charlotte, NC (Hybrid).

Work with the brightest minds at one of the largest financial institutions in the world. This is long-term contract opportunity that includes a competitive benefit package! Our client has been around for over 150 years and is continuously innovating in today's digital age. If you want to work for a company that is not only a household name, but also truly cares about satisfying customers' financial needs and helping people succeed financially, apply today.

Contract Duration: 6 Months

Required Skills & Experience

• 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

Desired Skills & Experience

• Project Management experience

• Familiarity with Client Onboarding, Data Management

• Ability to work in a fast-paced deadline driven environment.

What You Will Be Doing

• 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 (e.g., organizational documents, Tax forms, etc.)

• 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

• Coordinate with the Negotiation Team to ensure that the necessary documentation is in place

• Work with Operations to ensure timely account opening.

You will receive the following benefits:

• 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.

Posted by: Natalie DeWitt

Specialization: Business Analyst