Client On-Boarding Specialist
BC Forward

Buffalo, New York

This job has expired.


Client On-Boarding Specialist Role: Client On-Boarding Specialist
Location: Getzville, NY
Duration: 12 Months
Required:

Responsibilities:
* Responsible for a wide range of duties from account opening to account maintenance, to internal partner support with extensive client interface.
* Responsible for ensuring a smooth process in handling all of the aspects of on-boarding a client.
* Main point of contact for relationship managed clients
* Liaise with clients and internal teams in to ensure that time to market is minimized and that transparency can be provided around processes.
* Responsible for identifying opportunities to centralize and optimize processes to improve client satisfaction and the overall group performance.
* Support and monitor the timely and accurate execution of client and internal requests to the group. Provides additional support through the population of account opening, market opening and tax documentation, ensuring all documents are collected, verified and stored, and provide status back to the client.
* Perform client documentation searches across internal and external sites and compile client profiles. Interacts with client regarding the latest status and current on-boarding actions.
* Partner with internal teams to ensure regulatory reviews on all clients are performed.
* Ensure all client review materials are in place and completed.
* Provide guidance in the role of subject matter expert in the areas of account opening, tax and local market documentation to both client's staff and external clients.
* Participate in initiatives to improve the client and account management process.
* Maintain data on end to end processes for tracking turnaround times of deliverables from team and other processing areas.
* Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding CLIENT, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:
* Previous, client facing, middle office or operations financial services experience.
* 2 to 5 years of relevant experience
* Some knowledge of capital market products.
* Consistently demonstrates clear and concise written and verbal communication skills
* Self-motivated and detail oriented
* Bachelor's/University degree or equivalent experience www.BCforward.com www.facebook.com/bcforward"We must inform you that during the hiring process, we may ask for you to disclose and provide us with various categories of your personal information, including identifiers such as your name and address, professional information, commercial information, education information, and other related information. Please note that we will only use this information to facilitate and complete the recruiting process. This posting is not an offer of employment. The submission of intentionally false or fraudulent information in response to this job posting shall render the applicant ineligible for the position. BCforward is an equal opportunity employer. Any subsequent offer of employment shall be considered employment at will regardless of the anticipated assignment duration."
Interested candidates please send resume in Word format Please reference job code 176505 when responding to this ad.

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