Onboarding and Customer Set-up Coordinator

Genesis10
life insurance, 401(k)
United States, North Carolina, Charlotte
Nov 10, 2024
Genesis10 is currently seeking a Onboarding and Customer Set-Up Coordinator with our client in the financial industry located in Charlotte, NC. This is a 6+ month contract position. Responsibilities: Actively participate in project work related to Treasury Clearing, managing to project deadlines and providing frequent updates on progress. Work closely with the Sales team to manage the pipeline of clients being on-boarded, establish priorities and provide regular status updates to Sales, clients, the Negotiation Team and Operations Assist with the design and implementation of an enhanced onboarding process including onboarding checklist, milestone tracking and documenting procedures/best practices. 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, Credit and Negotiation teams (e.g., 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. Work with the client and the desk to ensure platform mappings are completed. Qualifications: 4+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work or consulting experience, training, military experience, education Excellent verbal, written, and interpersonal communication skills Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills Project Management/Financial Services experience Familiarity with Client Onboarding, Data Management Ability to work in a fast-paced, deadline driven environment Pay Range: $43-53 Only candidates available and ready to work directly as Genesis10 employees will be considered for this position. If you have the described qualifications and are interested in this exciting opportunity, please apply! About Genesis10: Ranked a Top Staffing Firm in the U.S. by Staffing Industry Analysts for six consecutive years, Genesis10 puts thousands of consultants and employees to work across the United States every year in contract, contract-for-hire, and permanent placement roles. With more than 300 active clients, Genesis10 provides access to many of the Fortune 100 firms and a variety of mid-market organizations across the full spectrum of industry verticals. For contract roles, Genesis10 offers the benefits listed below. If this is a perm-placement opportunity, our recruiter can talk you through the unique benefits offered for that particular client. Benefits of Working with Genesis10: Access to hundreds of clients, most who have been working with Genesis10 for 5-20+ years. The opportunity to have a career-home in Genesis10; many of our consultants have been working exclusively with Genesis10 for years. Access to an experienced, caring recruiting team (more than 7 years of experience, on average.) Behavioral Health Platform Medical, Dental, Vision Health Savings Account Voluntary Hospital Indemnity (Critical Illness & Accident) Voluntary Term Life Insurance 401K Sick Pay (for applicable states/municipalities) Commuter Benefits (Dallas, NYC, SF) Remote opportunities available For multiple years running, Genesis10 has been recognized as a Top Staffing Firm in the U.S., as a Best Company for Work-Life Balance, as a Best Company for Career Growth, for Diversity, and for Leadership, amongst others. To learn more and to view all our available career opportunities, please visit us at our website. Genesis10 is an Equal Opportunity Employer. Candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.