Client Onboarding Specialist

Contract: Tampa, Florida, US

Salary: $30.00 Per Hour

Job Code: 334321

End Date: 2023-06-29

Job Status: Expired

This Job is no longer accepting applications

We are seeking a Onboarding professional who is looking to start a professional journey as a Client Onboarding Specialist with one of the largest Multinational Investment Bank And Financial Services Corporation headquartered in Tampa, FL.

Industry: Multinational Investment Bank and Financial Services Corporation

Work Location: Tampa, FL (Hybrid)

Job Title: Client Onboarding Specialist

Duration:  06 months (High possibility of extension/conversion to full time)

Responsibilities:

  • Responsible for customer interaction, documentation issuance, review and system setups.
  • Demonstrates high level of diligence, motivation and organizational skills.
  • Focuses on timely and accurate delivery of all account opening functions, as well as delivering excellent customer service and resolution of customer issues.
  • Performs day to day management of the account opening and maintenance processing, including daily management of in-process, pended, and service related activities, ensuring account opening requirements are clearly defined to support all scenarios of account opening and maintenance requirements, to include delivery of very high quality service to customers and internal partners.
  • Responsible for various types of project management in the account services space, and managing cross-functional relationships with all teams.
  • Determines new work procedures, analyzes complex and variable issues with significant departmental impact.
  • Encourages cross functional training for staffs to enrich their skill base.
  • Understands client requirements and implements them correctly. Understands new customer requirements and ensures adequate support to new customer requirements and initiatives.
  • Monitors customer satisfaction and service level and drives process changes. Provides innovative solutions to clients. Ensures a strong and robust processing environment with effective controls.
  • Establishes risk management practice. Maintains a culture of risk and controls in the team through various processes and check points.
  • Identifies means to reduce transaction defects (internal and external). Develops performance matrices to track defects, productivity.

 

Qualifications:

  • 5-8 years of experience in documentation review, account Maintenance and related Cash products preferred.
  • Good interpersonal communication skills. Able to communicate with internal and external business partners.
  • Consistently demonstrates clear and concise written and verbal communication skills
  • Demonstrated Project management skill including financial cost management skill.
  • Advanced execution skills in a multi-tasking mode. Exposure to Customer Service and handling of system, testing and rollouts.
  • Ability to achieve business objectives without compromising on controls and risk parameters established.

 

All interested applicants can apply directly by sending your resume to sumit.parihar@collabera.com

 

Job Requirement
  • documentation
  • Cash products
  • Project management
  • MS Office
  • Client On boarding
  • On-Boarding
Reach Out to a Recruiter
  • Recruiter
  • Email
  • Phone
  • SUMIT PARIHAR
  • sumit.parihar@collabera.com
  • 8137064965
This Job is no longer accepting applications
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