Job Description

Entry Level Position. All candidates with a Degree and some sort of Banking/Financial Institution Experience encouraged to apply

Client Onboarding Specialist

Contract - 6 months with potential to extend

Chicago, IL

Hourly : $20 - $22.75/hr

Must Haves :

• Bachelor’s degree required
• 1 year of experience in a financial industry, service environment
• Extremely detail oriented
• Strong leadership, communication, and teamwork skills
• Ability to deliver superior client service to internal clients

Job Description:

The position of Client Onboarding Specialist is ideal for someone who is interested in learning all the requirements for new clients to invest in Separately Managed Accounts (SMAs) and streamlining the process with a client service mindset. To successfully onboard client relationships, this role involves communication and coordination across many internal teams, such as Legal, Compliance, Sales and Service. This position requires adhering to laws and regulations, a thorough understanding of a client service/onboarding environment, and an in-depth knowledge of the industry, our client base, and our systems.

• Job Responsibilities: Account processing (data entry) of account opening documents into the firm’s systems
• Serve as the primary point of contact for internal clients with respect to client onboarding; including answering account documentation inquiries, acting as the service stakeholder for policy/procedure related discussions, and establish client accounts on firm systems
• Verify that all documentation received from the client comply with regulatory and compliance standards, as well as firm-wide AML guidelines
• Communicate and work closely with client-facing Service teams
• Cultivate a service environment targeted towards enhancing the client onboarding experience
• Analyzing and problem solving, both independently and with the team
• Monitor and escalate onboarding issues to ensure a high quality response to clients

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