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
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