Client Onboarding and Implementation

Tampa, FL
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Our client, a leading global financial services company, has approximately 200 million customer accounts and does business in more than 140 countries. They provide consumers, corporations, governments and institutions with financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management.



Description:

Qualifications: Experience in the operational aspects of Corporate Banking. Knowledge and experience with client onboarding and implementation processes. Experience with Agency & Trust products would be beneficial. Must be able to work in a team environment, interacting with Sales, Admin, Operations, and Product. Strong organization and time management skills expected with ability to prioritize accordingly. Proactive and able to operate independently with minimal management. Strong communication skills. Proficient with Microsoft Outlook, Excel, Word.



Position Description: : Business Implementation Specialist. Analyst will work to support the various client and transaction information processes, client access requests, permitted investment set-up and reporting, and system entitlements conducted during client onboarding. The analyst will interact directly with Transaction Managers and with high-value internal and external clients to fulfill critical business requirements. Analyst responsibilities include: reviewing new client profiles to determine the appropriate level of onboarding and information access on the Major Global Bank external facing systems. Working with the Transaction Managers to complete transaction records in our Issuer Workstation systems, manage investment processes with external fund providers, ensure entitlements are completed and work with related areas such as billing and operations to ensure complete client profile is completed and maintained. Review received information for accuracy and submit the information to the appropriate support teams for processing. Use internal systems to process client information including required regulatory disclosures, tax form submissions, and provide monthly reports supporting transaction and management review meetings. Communicate directly with various support teams to ensure the accurate and timely completion of records. Prioritize and track workflow to ensure records are completed within the necessary timeframe and escalate as needed to the senior management team.



162813



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