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Client Relationship Advocate (Financial Services, Onboarding, Operations)
Client Relationship Advocate (Financial Services, Onboarding, Operations)Strategic Staffing Solutions • Salt Lake City, Utah, United States
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Client Relationship Advocate (Financial Services, Onboarding, Operations)

Client Relationship Advocate (Financial Services, Onboarding, Operations)

Strategic Staffing Solutions • Salt Lake City, Utah, United States
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S3 / Strategic Staffing Solutions has a Client Relationship Advocate opportunity for a leading Investment Management Firm in Salt Lake City, UT! Please read further if you are interested in joining a leading organization!

  • Salt Lake City, UT - On Site
  • 6 months + possible extension

Pay

  • $20-23 / hr.

    • Qualifications &

  • Bachelor’s Degree
  • Minimum of 1-3 of client service / financial institution experience
  • Strong written and verbal communication skills
  • Strong organization skills, ability to multi-task, and prioritize projects
  • Strong attention to detail
  • Strong client service orientation
  • General understanding of onboarding, KYC or regulatory requirements
  • Prior experience in related onboarding functions (e.g. Due Diligence, Agreement negotiation) is preferred
  • Experience / knowledge with ISDA, MRA and other trading agreements is preferred

    • RESPONSIBILITIES

  • Current focus
  • Onboarding of clients to Sponsored repurchase agreements and ancillary documents to allow for Clearing of US treasuries
  • Owning and driving the onboarding process on behalf of the desk for all client types and products
  • Use active discussions with Sales and our clients to manage the priority queue
  • Drive internal and external conversations to facilitate the negotiation of trading
  • ISDA, MRA, CDEA, and MSFTA.
  • Develop in depth knowledge of all account opening requirements needed such as AML, KYC & product to legal entity alignment
  • Manage tight deadlines to ensure we meet clients’ service level
  • fund launches, market specific deadlines and trade dates
  • Provide excellent client service at time of onboarding
  • Demonstrate a sound appreciation of new business policies, and process enhancements
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    Client Advocate • Salt Lake City, Utah, United States