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Corporate Client Onboarding Specialist - Capital Markets -T

Select Group, Inc.
Tampa, Florida, United States
November 08, 2018

Posted By Premium Recruiter


Corporate Client Onboarding Specialist - Capital Markets -T

Act as the primary point of contact for client onboarding, account maintenance and offboarding across the capital markets business with a focus on the client experience

Engage on all pre-sales activities to help facilitate conversations for onboardings

Manage all aspects of the client onboarding lifecycle across all stages

Hold project kickoff meetings to align on expectations, timelines and overall deliverables

Manage the membership application process, support Legal and oversee all setups across production.

Drive client engagement/activities, answer questions on process or coordinate with the necessary people/groups to facilitate client conversations (ex. Legal, product)

Provide recommendations to clients additional services if needed, such as reporting.

Provide test scripts and manage the client User Acceptance process

Lead regular project status meetings with clients to provide project status updates.

Manage client go live by partnering with all internal parties to ensure readiness and successful transition to production

Manage client transition to production rollout as well as the handover to Production Support teams.

Proactively monitor Client for 2 weeks after go live

Accountable for the success of the entire Client lifecycle and the resolution of all issues that arise during the project.

Successfully engage in multiple client projects simultaneously.

Build and maintain strong relationships across all groups involved with the Client Onboarding process

Identify and implement opportunities for efficiencies by working across the organization.

Develop and maintain project materials as needed (Project Status Reports, SOP, project plans, test plans, etc)

Act as the voice of Client when possible to provide feedback and potentially recommendations to Product Management

Enhance the Client Experience by providing recommendations to management

Additional project work required by Management when necessary