Strategy and Execution - Business Execution Consultant 2 - Contingent

Job Description: In this contingent resource assignment, you may: Participate in low to moderately complex initiatives and identify opportunity for process improvements within Business Execution. Review and analyze basic or tactical Business Execution assignments or challenges that require research, evaluation, and selection of alternatives, related to low-to-medium risk deliverables. Present recommendations for resolving low to moderately complex situations and exercise some independent judgment while developing understanding of function, policies, procedures, and compliance requirements. Provide information to client personnel in Business Execution. Required Qualifications: 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.
The role of the Client Delivery Consultant is to manage client onboarding for certain sales desks within the Corporate and Invest Bank. This position will support the Sales team and report to the Client Delivery Team.

In this role, you will:

• Work closely with the Sales team to manage the pipeline of clients being on-boarded, establish priorities and provide regular status updates to Clients. 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: o Setting priorities o Driving execution o Providing client documents o Questions regarding client set-ups o 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. Required Qualifications
• Excellent verbal, written, and interpersonal communication skills

• Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills

Desired Qualifications

• Project Management experience

• Familiarity with Client Onboarding, Data Management

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

EEO:

"Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of - Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans."