Onboarding Specialist Job at Hire Talent, Dallas, TX

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  • Hire Talent
  • Dallas, TX

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

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Job Tags

Currently hiring, Work at office,

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