Onboarding Manager

New York, NY

Posted: 11/08/2019 Industry: FIN Perm Job Number: 12863555
  Prestigious international bank seeks skilled professional to join our growing organization.
Onboarding Manager – New Account Setup Team:
Responsibilities:
•          Manage a team of 5 people for both OTC Derivatives and Cash Equities Onboarding for New Account Setup
•          Work closely with our Front Office for prioritization of new accounts between multiple Front Office teams
•          Facilitate the collection of relevant documentation in accordance with the fundamental account opening procedures
•          Ensure timely documentation completion process via Onboarding workflows tool for all departments
•          Assist in Cross training the team between Securities and Derivatives onboarding workflows and processes
•          Build out desk procedures, checklists and procedure write ups
•          Liaise with external clients as well as internal groups such as Legal, Credit, Compliance, Risk, Regulatory and Operations
•          Assist in remediation work from prior system conversions into existing proprietary Client Onboarding tool - Account Maintenance Portal
•          Produce Metrics and support documentation
•          Assist in the build out and implementation of our new vendor Onboarding workflow tool - Fenergo
•          Manage and support Onboarding' s high level Dashboard for Front Office reference

Skills and Competencies:
•          Team player, jumps in and helps out wherever needed
•          Independent, hardworking and eager to learn (can do attitude)
•          Strong attention to detail and analytical skills
•          Good communication skills
•          Appropriate and confidential handling of client data
•          Minimum of 10 years' experience  

Richard Franco

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