Client Onboarding Coordinator

Description:

In this role, you will:

• Work closely with the Sales team to manage the pipeline of clients being on-boarded, establish priorities and provide regular status updates to Clients. Sales, clients, the Negotiation Team and Operations

• Submit requests for all account opening / new client onboarding requests.

• Partner with Sales, Relationship Managers, clients, or third-party advisors (as applicable) to collect relevant agreements and documents to hand-off to Operations and Negotiation teams (organizational documents, Tax forms, etc.)

Act as a central point of contact for onboarding matters related to the covered business in terms of:

o Setting priorities

o Driving execution

o Providing client documents

o Questions regarding client set-ups

o Tracking and reporting on status

• Coordinate with the Negotiation Team to ensure that the necessary documentation is in place

• Work with Operations to ensure timely account opening.