S3/Strategic Staffing Solutions has a Client Relationship Advocate opportunity for a leading Investment Management Firm in Salt Lake City, UT! Please read further if you are interested in joining a leading organization!
Location: Salt Lake City, UT - On Site
Duration: 6 months + possible extension
Pay Rate: $20-23/hr.
Qualifications & Description:
• Bachelor’s Degree
• Minimum of 1-3 of client service/financial institution experience
• Strong written and verbal communication skills
• Strong organization skills, ability to multi-task, and prioritize projects
• Strong attention to detail
• Strong client service orientation
• General understanding of onboarding, KYC or regulatory requirements
• Prior experience in related onboarding functions (e.g. Due Diligence, Agreement negotiation) is preferred
• Experience/knowledge with ISDA, MRA and other trading agreements is preferred
RESPONSIBILITIES
• Current focus area: Onboarding of clients to Sponsored repurchase agreements and ancillary documents to allow for Clearing of US treasuries
• Owning and driving the onboarding process on behalf of the desk for all client types and products
• Use active discussions with Sales and our clients to manage the priority queue
• Drive internal and external conversations to facilitate the negotiation of trading agreements: ISDA, MRA, CDEA, and MSFTA.
• Develop in depth knowledge of all account opening requirements needed such as AML, KYC & product to legal entity alignment
• Manage tight deadlines to ensure we meet clients’ service level expectations: fund launches, market specific deadlines and trade dates
• Provide excellent client service at time of onboarding
• Demonstrate a sound appreciation of new business policies, and process enhancements
About the role Were looking for a Project Manager who will play a crucial role in keeping our teams aligned, on schedule, and operating efficiently. Youll own task tracking, oversee project workflows, and ensure that priorities are clear across multiple initiatives....
...and our award-winning team is hiring focused and results-driven recruiters to join us! The ideal applicant will be a strong leader, have... ...years, our company has been counted among HBJs Best Places to Work and the Best and Brightest Companies to Work for In Houston,...
...US market is looking for seasoned attorneys with a portable book of business of at least $300,000. The firm offers a differentiated model for entrepreneurial lawyers looking for greater financial rewards and more autonomy. Their fee model allows attorneys to set their...
...culture thrives on collaboration and a customer-first mentality, which is essential for both team and individual success. The Junior Designer position offers someone an opportunity to get in on the ground floor of an exciting and rapidly expanding organization. If...
Pharmaceutical company looking to hire a Clinical Data Manager or a Senior CDM Salary - $125K - 140K depending upon experience level. 3-5 years of experience Knows Data Management well SAE reconciliation Create Data Management Plans. DMP Data transfer...