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Onboarding Specialist (Institutional Clients)

CHARLOTTE, North Carolina

Hybrid

Contract

$53.09/hr - $59.82/hr

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

Work with the brightest minds at one of the largest financial institutions in the world. This is a 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

+ 3+ 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

+ Client Onboarding experience

+ Experience with KYC/AML/Dodd Frank onboarding

+ Experience working in highly regulated environement

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

What You Will Be Doing

+ Working with Asset Manager and FinCEN and AML

+ 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. 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