Client Onboarding & Integration Specialist

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.