Client Onboarding Specialist

Dexian; New York (NY); On-site; USD 55,104 - 59,236; Part time

Job summary

Dexian seeks a Client Relationship/Onboarding Specialist responsible for managing client account onboarding and internal partner communications. The ideal candidate will have extensive experience in project management within financial services. This 6-month contract position offers competitive hourly pay in Brooklyn, NY, for mid-senior level professionals.

Qualifications

• 3-6 years experience in Project Management/Coordination in Financial Services.
• Strong MS Excel skills (Pivot Tables, VLOOKUP).
• Experience in New Client Account Onboarding desired.

Responsibilities

• Manage complex client account onboarding and consulting.
• Guide clients through account opening, closure, and maintenance.
• Handle internal queries related to account data.

Skills

Project Management

Project Coordination

Client Account Onboarding

MS Excel

Data Organization

Tools

Xceptor

Tableau

Alteryx

Job description

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This range is provided by Dexian. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$40.00/hr - $43.00/hr

Direct message the job poster from Dexian

Position: Client Relationship/Onboarding Specialist

Address: Brooklyn, NY

Pay Rate: $40 - $43/hr.

Duration: 6 Months

Hours: 8am - 6pm EST

POSITION

As a Client Account Services Specialist in the Collateral Service Delivery Team you will be a part of team that is a client facing group whose core responsibilities include managing advanced / complex client account onboarding, consulting & guiding clients through account opening, closure & maintenance requirement as well as managing client & internal partner queries related to account reference data.

QUALIFICATIONS

Must Have

• 3-6 years of experience in Project Management/Project Coordination in Financial Services/Securities environment

• Experience with New Client Account Onboarding process

• Strong MS Excel (Pivot Tables, VLOOKUP) skills for organizing data and internal reporting

Nice-To-Have

• Collateral and/or Tri-Party workflow, product, processes, and procedures knowledge

• Wider Securities Services industry knowledge

• Experience with digital tools (Xceptor, Tableau, Alteryx)

About Us:

Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals.

Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit https://dexian.com/ to learn more.

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Contract

Job function

• Job function

  Finance, Project Management, and Strategy/Planning

• Industries

  Investment Banking and Financial Services

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