Client Integration Officer (CEP)

Primary Talent Partners; New York (NY); On-site; USD 47,000 - 61,000; Full time

Job summary

Primary Talent Partners has a new contract opening for a Client Integration Officer (CEP) to join a financial services company in New York, NY. This is a 12-month contract to start with the potential for extensions.

Pay: $34.00 - $44.00/hr;W2 contract, no PTO, no Benefits. ACA-compliant supplemental package available for enrollment.Candidates must be legally authorized to work in the United States and must be able to sit on Primary Talent Partners W2 without sponsorship.

Qualifications

• 3-5 years of Client Management, Operations, Credit, Due Diligence, and/or Legal Negotiations experience
• Understanding of relevant legal agreements (ISDA/CSA, GMRA, MSFTA, Side Letters, NDA's, ETSA, Options Agreements etc.)
• Understanding how a large financial institution operates, with knowledge of both trade and client lifecycles.
• Good interpersonal and communication skills.

Responsibilities

• Responsible for overseeing the onboarding process for new Clients and maintaining existing relationships as part of the end-to-end client coordination process
• Establish end-to-end client management processes and enforce through policies and procedures
• Facilitate Global coordination and collaboration with various stakeholders (KYC, Credit, Legal, Compliance; Sales, Relationship Managers; Regulatory)
• Responsible for regulatory requirements collection, review and adherence
• Ensure internal/external systems setup
• Oversee the mitigation of risks related to the processes; facilitate escalations when required
• Participate, as needed, in external & internal audits of the Bank's functions and processes.
• Set an example and promote a culture of delivery excellence within the team, encourage an environment of openness that welcomes effective challenge and supports open discussion.
• Monitor the ongoing production process and the effective utilization of resources.
• Act on feedback from client reviews to maintain client satisfaction.
• Assist in dealing with technical queries from clients / auditors / internal stakeholders.
• Take responsibility for personal development and training.

Skills

Client Management

Operations

Credit

Due Diligence

Legal Negotiations

Interpersonal Communications

Job description

Primary Talent Partners has a new contract opening for a Client Integration Officer (CEP) to join a financial services company in New York, NY. This is a 12-month contract to start with the potential for extensions.

Pay: $34.00 - $44.00/hr;W2 contract, no PTO, no Benefits. ACA-compliant supplemental package available for enrollment.Candidates must be legally authorized to work in the United States and must be able to sit on Primary Talent Partners W2 without sponsorship.

Description

Responsibilities

• Responsible for overseeing the onboarding process for new Clients and maintaining existing relationships as part of the end-to-end client coordination process
• Establish end-to-end client management processes and enforce through policies and procedures
• Facilitate Global coordination and collaboration with various stakeholders (KYC, Credit, Legal, Compliance; Sales, Relationship Managers; Regulatory)
• Responsible for regulatory requirements collection, review and adherence
• Ensure internal/external systems setup
• Oversee the mitigation of risks related to the processes; facilitate escalations when required
• Participate, as needed, in external & internal audits of the Bank's functions and processes.
• Set an example and promote a culture of delivery excellence within the team, encourage an environment of openness that welcomes effective challenge and supports open discussion.
• Monitor the ongoing production process and the effective utilization of resources.
• Act on feedback from client reviews to maintain client satisfaction.
• Assist in dealing with technical queries from clients / auditors / internal stakeholders.
• Take responsibility for personal development and training.

Minimum Required Qualifications:

• 3-5 years of Client Management, Operations, Credit, Due Diligence, and/or Legal Negotiations experience
• Understanding of relevant legal agreements (ISDA/CSA, GMRA, MSFTA, Side Letters, NDA's, ETSA, Options Agreements etc.)
• Understanding how a large financial institution operates, with knowledge of both trade and client lifecycles.
• Good interpersonal and communication skills.

Preferred Qualifications:

• Strong functional expertise in one or more areas (Risk, Legal, Due Diligence, Client Management, Operations)
• Deep understanding of banking regulations and operations

Primary Talent Partners is an Equal Opportunity / Affinity employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, age, national origin, disability, protected veteran status, gender identity, or any other factor protected by applicable federal, state, or local laws.

If you are a person with a disability needing assistance with the application or at any point in the hiring process, please contact us at [e-mail]

#PTPJobs