Primary Talent Partners has a new contract opening for a Client Integration Officer (CEP) to join a financial services company in New York, NY. This is a 12-month contract to start with the potential for extensions.
Pay:$34.00 - $44.00/hr; W2 contract, no PTO, no Benefits. ACA-compliant supplemental package available for enrollment. Candidates must be legally authorized to work in the United States and must be able to sit on Primary Talent Partners W2 without sponsorship.
Description
Responsibilities:
Responsible for overseeing the onboarding process for new Clients and maintaining existing relationships as part of the end-to-end client coordination process
Establish end-to-end client management processes and enforce through policies and procedures
Facilitate Global coordination and collaboration with various stakeholders (KYC, Credit, Legal, Compliance; Sales, Relationship Managers; Regulatory)
Responsible for regulatory requirements collection, review and adherence
Ensure internal/external systems setup
Oversee the mitigation of risks related to the processes; facilitate escalations when required
Participate, as needed, in external & internal audits of the Bank's functions and processes.
Set an example and promote a culture of delivery excellence within the team, encourage an environment of openness that welcomes effective challenge and supports open discussion.
Monitor the ongoing production process and the effective utilization of resources.
Act on feedback from client reviews to maintain client satisfaction.
Assist in dealing with technical queries from clients / auditors / internal stakeholders.
Take responsibility for personal development and training.
Minimum Required Qualifications:
3-5 years of Client Management, Operations, Credit, Due Diligence, and/or Legal Negotiations experience
Understanding of relevant legal agreements (ISDA/CSA, GMRA, MSFTA, Side Letters, NDA's, ETSA, Options Agreements etc.)
Understanding how a large financial institution operates, with knowledge of both trade and client lifecycles.
Good interpersonal and communication skills.
Preferred Qualifications:
Strong functional expertise in one or more areas (Risk, Legal, Due Diligence, Client Management, Operations)
Deep understanding of banking regulations and operations
Primary Talent Partners is an Equal Opportunity / Affirmative Action employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, age, national origin, disability, protected veteran status, gender identity, or any other factor protected by applicable federal, state, or local laws.
If you are a person with a disability needing assistance with the application or at any point in the hiring process, please contact us at info@primarytalentpartners.com
#PTPJobs
#LI-PTP
Numbers & Facts
Location
New York, NY
Salary
$34–$44 Per Hour
Skills
Banking Operationsunmatched
Banking Regulationsunmatched
Collections Regulationsunmatched
Communication Skillsunmatched
Customer Satisfactionunmatched
Due Diligenceunmatched
External Auditunmatched
Financial Servicesunmatched
Internal Auditunmatched
Interpersonal Skillsunmatched
Know Your Customer (KYC)unmatched
Legalunmatched
Negotiation Skillsunmatched
Onboardingunmatched
Process Managementunmatched
Production Controlunmatched
Regulationsunmatched
Regulatory Requirementsunmatched
Resource Utilizationunmatched
Riskunmatched
Risk Managementunmatched
Salesunmatched
Sales Managementunmatched
Systems Administration/Managementunmatched
Training/Teachingunmatched
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