Senior Client Onboarding & Documentation Specialist

Mindlance; Getzville (NY); On-site; USD 27,552 - 41,328; Part time

Job summary

A national recruiting company seeks a temporary role on the Client On-boarding Team in Getzville, United States. The candidate will support documentation collection for securities forward transaction agreements, liaising with clients across various teams. Qualifications include a BA/BS degree and 1-2 years of financial services experience. Strong analytical and communication skills are crucial. This role provides an opportunity to improve client satisfaction and enhance the onboarding process.

Qualifications

• 1-2 years experience in financial services.
• Previous experience in middle office or operations in financial services.
• Knowledge of capital market products is a plus.

Responsibilities

• Obtain necessary documentation for account opening from clients.
• Support and monitor the execution of sales and client requests.
• Populate account opening and tax documentation.

Skills

Client facing experience

Strong analytical skills

Strong communication skills

Organizational skills

Education

BA/BS Degree

Job description

A national recruiting company seeks a temporary role on the Client On-boarding Team in Getzville, United States. The candidate will support documentation collection for securities forward transaction agreements, liaising with clients across various teams. Qualifications include a BA/BS degree and 1-2 years of financial services experience. Strong analytical and communication skills are crucial. This role provides an opportunity to improve client satisfaction and enhance the onboarding process.