client onboarding specialist

$99,840 - $108,160/Yr

Randstad - New York, NY

Full-time - Entry Level

New York, NY

Administrative and Support Services

About the position

Randstad Strategic Accounts is seeking a Client Onboarding Specialist to join a top-tier bank in New York City. This temporary position offers an hourly wage between $48 and $52, and is ideal for a business professional with a solid background in the banking industry. The successful candidate will play a crucial role in the client onboarding process, ensuring that new clients are integrated smoothly and efficiently into the bank's systems and services. This role requires a proactive approach to problem-solving and a commitment to delivering exceptional service to clients. As a Client Onboarding Specialist, you will be responsible for managing the onboarding process from start to finish. This includes gathering necessary documentation, verifying client information, and ensuring compliance with regulatory requirements. You will work closely with various departments within the bank to facilitate a seamless transition for clients, addressing any issues that may arise during the onboarding process. Your ability to communicate effectively and build relationships with clients will be essential to your success in this role. In addition to onboarding responsibilities, you will also be involved in data management tasks, ensuring that all client information is accurately recorded and maintained. This position requires a strong attention to detail and the ability to work in a fast-paced, deadline-driven environment. If you are looking for an opportunity to contribute to both personal and organizational goals within a reputable financial institution, this position may be the right fit for you.

Responsibilities

• Manage the client onboarding process from start to finish.
• Gather necessary documentation and verify client information.
• Ensure compliance with regulatory requirements during onboarding.
• Work closely with various departments to facilitate a seamless client transition.
• Address any issues that arise during the onboarding process.
• Maintain accurate records of client information and data management.

Requirements

• Bachelor's degree in a relevant field.
• 2 years of experience in a related role.
• Excellent verbal, written, and interpersonal communication skills.
• Advanced proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint).

Nice-to-haves

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

Benefits

• Health insurance coverage.
• 401K contribution (based on eligibility).
• Incentive and recognition program.