- Provide each client with an excellent onboarding experience in a fast-paced, multi-asset class, multi-partner, and evolving environment while adhering to controls and transparency requirements.
- Leverage business analytic skills to apply client, product, and process knowledge in answering questions and discerning/relaying onboarding requirements, steps, expected timeframes, and status for a diverse set of requests to clients and internal partners.
- Build strong relationships with internal partners, such as Sales, Ref Data, KYC, Accounts, Credit, Legal, and Operations teams, to establish a transparent, controlled, and efficient environment.
- Work with technology, data, and partner teams to continually improve platforms, automation, and client metrics to facilitate the achievement of a "best in class" onboarding service.
Required qualifications, capabilities and skills
- Demonstrate experience in a client-facing role within onboarding or relevant business partner groups.
- You must have 2+ years of experience
- You must hold a bachelors degree or above
- Possess knowledge of Markets products, industry landscape, platforms, and core controls.
- Exhibit strong client management and communication skills.
- Showcase excellent project management, organizational, and time management skills.
- Focus on results and manage a high volume of requests in a dynamic operating environment.
- Navigate diverse process flows and data sets, and drive process enhancements.
- Design technology enhancements and utilize business analytic/automation tools.
- Have business analytics experience and/or proficiency with data management tools, such as Python, Alteryx, Tableau, or Qlikview.
- Be proficient in Microsoft Office applications, including Excel, Word, and PowerPoint.
Employment Type: Full Time, Permanent
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