Client Onboarding Specialist
Company: VirtualVocations
Location: Charlotte
Posted on: October 16, 2024
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Job Description:
A company is looking for a Client Onboarding Specialist in
Investment Management.
Key Responsibilities
Serve as project manager and liaison to implement new client
portfolios and funds
Administer technical onboarding systems and ensure collaboration
with internal teams
Collect and distribute client documents for regulatory compliance
and resolve operational matters
Required Qualifications
Undergraduate degree in finance, accounting, business
administration, or equivalent work experience
Minimum 2 years of experience in financial services
operations/accounting or related field
Service-oriented, client-focused approach
Project management skills with the ability to lead projects
independently
Very strong technical skills, including proficiency in various
technology tools
Keywords: VirtualVocations, Burlington , Client Onboarding Specialist, Other , Charlotte, North Carolina
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