Onboarding Manager

New York, NY

Posted: 11/08/2019 Industry: FIN Perm Job Number: 12863555

Job Description

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

Meet Your Recruiter

Richard Franco

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