As a client on-boarding specialist, primary responsibilities include the facilitation and maintenance of the new account opening process for the company.
The person will be required to coordinate all client related account openings and requests across various business units such as Accounting, Billing, Trading, Portfolio management and Legal/Compliance.
The select individual will be expected to effectively work with third party providers which will include outsource providers etc.
The client associate will be expected to work under tight deadlines and have excellent organizational and time management skills. He/she must have excellent oral and written communication skills and be able to work independently and as an effective team member.