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.
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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