Client Onboarding Professional

Immediate need for a talented Client Onboarding Professional. This is a 06+months contract opportunity with long-term potential and is located in Princeton, NJ (Hybrid). Please review the job description below and contact me ASAP if you are interested.
 
Job ID:24-52042
 
Pay Range: $28 - $32/hour.  Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).
 
Key Responsibilities:

• The Onboarding professional will be responsible for the onboarding of new accounts into *** Private Investors and USWA channels.
• This requires reviewing new accounts for client information, management and restriction data, and billing details.
• Accounts must be accurately processed and released for trading within a designated timeframe.
• The role also includes ongoing maintenance of the existing accounts to reflect client or account level changes.
• It also includes reviewing and approving client contracts for PI management.

Key Requirements and Technology Experience:

• Key Skills: Client Onboarding ,MS Office ,Investment Banking/Financial Services .
• Knowledge of Microsoft Office Suite (Outlook, Excel, Word).
• Aladdin, Client APL experience is a plus .
• General knowledge of financial markets, investment classes and business operations is required .
• Excellent research and analytical skills preferred .
• Detail oriented & Team Player .
• Ability to multi task .
• Must be able to work overtime when required.

Our client is a leading Investments Industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.
 
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