Entry Level Position. All candidates with a Degree and some sort of Banking/Financial Institution Experience encouraged to apply
Client Onboarding Specialist
Contract - 6 months with potential to extend
Chicago, IL
Hourly : $20 - $22.75/hr
Must Haves :
Job Description:
The position of Client Onboarding Specialist is ideal for someone who is interested in learning all the requirements for new clients to invest in Separately Managed Accounts (SMAs) and streamlining the process with a client service mindset. To successfully onboard client relationships, this role involves communication and coordination across many internal teams, such as Legal, Compliance, Sales and Service. This position requires adhering to laws and regulations, a thorough understanding of a client service/onboarding environment, and an in-depth knowledge of the industry, our client base, and our systems.
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