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Client Relationship Advocate (Financial Services, Onboarding, Operations)

Client Relationship Advocate (Financial Services, Onboarding, Operations)

Strategic Staffing SolutionsNew York, NY, US
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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!

Location : Salt Lake City, UT - On Site

Duration : 6 months + possible extension

Pay Rate : $20-23 / hr.

Qualifications & Description :

  • 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 area : 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 agreements : 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 expectations : 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 • New York, NY, US