Capital Markets Client Onboarding Specialist

$96,782 - $109,054/Yr

Motion Recruitment - Charlotte, NC

Full-time - Entry Level

Charlotte, NC

Administrative and Support Services

About the position

The Capital Markets Client Onboarding Specialist role at a leading Financial Services Company involves managing the onboarding process for new clients. This position requires collaboration with various teams to ensure timely account openings and effective communication with clients and internal stakeholders. The role is designed for individuals who thrive in a fast-paced environment and are skilled in business execution and client management.

Responsibilities

• Work closely with the Sales team to manage the pipeline of clients being on-boarded, establish priorities and provide regular status updates to Sales, clients, the Negotiation Team and Operations.
• Submit requests for all account opening / new client onboarding requests.
• Partner with Sales, Relationship Managers, clients, or third-party advisors to collect relevant agreements and documents to hand-off to Operations and Negotiation teams.
• Act as a central point of contact for onboarding matters related to the covered business, including setting priorities, driving execution, providing client documents, and tracking status.
• Coordinate with the Negotiation Team to ensure that the necessary documentation is in place.
• Work with Operations to ensure timely account opening.

Requirements

• 2+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through work or consulting experience, training, military experience, or education.
• Excellent verbal, written, and interpersonal communication skills.
• Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills.

Nice-to-haves

• Project Management experience
• Familiarity with Client Onboarding, Data Management
• Ability to work in a fast-paced deadline driven environment.

Benefits

• Medical Insurance - Four medical plans to choose from for you and your family
• Dental & Orthodontia Benefits
• Vision Benefits
• Health Savings Account (HSA)
• Health and Dependent Care Flexible Spending Accounts
• Voluntary Life Insurance, Long-Term & Short-Term Disability Insurance
• Hospital Indemnity Insurance
• 401(k) including match with pre and post-tax options
• Paid Sick Time Leave
• Legal and Identity Protection Plans
• Pre-tax Commuter Benefit
• 529 College Saver Plan