Our client in Financial Services is looking for a Senior Project Coordinator - Client Onboarding for Brooklyn, New York.
Pay Rate - $52/hr
As a Client Account Services Specialist in the Collateral Service Delivery Team, you will be a part of team that is a client facing group whose core responsibilities include managing advanced / complex client account onboarding, consulting & guiding clients through account opening, closure & maintenance requirement as well as managing client & internal partner queries related to account reference data.
Job responsibilities
- Develops on-boarding strategies for major implementations aligning priorities appropriately in order to meet business needs and client deadlines
- Manages end-to-end account activities projects including fund launches, closures, mergers, and remediations
- Proactively builds strong client relationships; attend client workshops and due diligence meetings in person as required
- Performs authentication and first line of data quality checks ensuring all MDRs are met
- Develops strong working relationships with key internal partners to provide seamless client delivery
- Identifies opportunities for process improvements with focus on quality, efficiency and timeliness - reducing cycle time and eliminating manual / bespoke processes
- Maintains a comprehensive knowledge of the account opening and maintenance work flow and end-to-end ownership of all related requirements including SLAs & KPIs
- Develops and maintains email workflow tool including reference and static data detailed information, responsible for reference/static data integrity, quality control checks and processes
- Provides support on new product and technology initiatives
Required qualifications, capabilities, and skills
- Strong time management skills, self-directing and capable of dealing with high pressure, time sensitive tasks
- Ability to demonstrate flexibility and operate in a changeable environment
- Organizational, analytical and problem resolution skills
- Strong teamwork and influencing skills
- Oral and written communication - ability to effectively interface with clients and internal partners
- MS Office skills
- Client relationship management
Preferred qualifications, capabilities, and skills
- Collateral and/or Tri-Party workflow, product, processes and procedures knowledge
- Wider Securities Services industry knowledge
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