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Client Onboarding Specialist

Company: VirtualVocations
Location: Kalamazoo
Posted on: October 23, 2024

Job Description:

A company is looking for a Client Onboarding Specialist in Investment Management.



Key Responsibilities

Serve as project manager and liaison to implement new client portfolios and funds
Administer technical onboarding systems and ensure collaboration with internal teams
Collect and distribute client documents for regulatory compliance and resolve operational matters


Required Qualifications

Undergraduate degree in finance, accounting, business administration, or equivalent work experience
Minimum 2 years of experience in financial services operations/accounting or related field
Service-oriented, client-focused approach
Project management skills with the ability to lead projects independently
Very strong technical skills, including proficiency in various technology tools

Keywords: VirtualVocations, Kalamazoo , Client Onboarding Specialist, Other , Kalamazoo, Michigan

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