Job Description

Overview

Hi, I hope you're doing well. My name is Swati, and Im reaching out from HireTalent, a global staffing and recruitment firm. Were currently hiring for the role of Senior Onboarding Specialist based in Dallas, TX .

Please find the job details below. If you're interested or would like to learn more, feel free to reach out to me at swati.rai@hiretalent.com or call/text me directly at (351) 228-4123.

Job Details

Job Title: Senior Onboarding Specialist

Work Location: Dallas, TX

Duration: 12+ Months

Whats in it for you

• Fast paced environment with the opportunity for career mobility within a growing team.
• Regular exposure to industry challenges and participation in solving for these via technology and services.
• Opportunity to promote new ideas and solutions within a collaborative group of like-minded individuals.
• Partner with customers and clients to understand their needs, address concerns, and provide solutions.

Responsibilities

• Manage multiple client requests, while ensuring timely completion of all deliverables.
• Evaluate scope of work/project plans and provide recommendations for process enhancements and improvements.
• Manage relationships with cross-functional teams and third-party vendors.
• Prepare project trackers and lead client meetings to provide updates on team progress, milestones achieved, and challenges encountered.
• Identify and resolve gaps in processes and project execution.
• Foster long-term relationships with existing clients, key business partners and other stakeholders.
• Interpret financial and legal entity documentation from various domains and diverse sources.
• Demonstrate a strong ability to adapt and become an expert on proprietary products and client business lines through complex engagements.
• Navigate new requirements with clients to strategize and implement new workflows and processes.

What Were Looking For

• 1-2 years of proven experience in a regulatory related field with previous process management experience.
• Familiarity with KYC constitutional documents including onboarding
• Ability to handle pressure and manage conflicting priorities.
• Excellent analytical, project management and problem-solving skills.
• Strong communication skills with exceptional presentation expertise.
• Basic understanding of financial services firms and investment management operations.
• Strong attention to detail and organizational skills with a focus on quality and process.
• Must be able to work collaboratively with team members, both senior and junior.
• Proficient in Microsoft Office Suite. Strong proficiency in Excel preferred.

Best Regards

Swati Rai
Account Manager | HireTalent | A Creative Solutions Services Company
Phone: (351) 228-4123
Email: swati.rai@hiretalent.com

Job Tags

Similar Jobs