Job Description
Overview:
TekWissen is a global workforce management provider headquartered in Ann Arbor, Michigan that offers strategic talent solutions to our clients world-wide. Our client is a company who is a provider of banking and financial services. The company operates through two divisions, Retail Banking and Services, and Corporate and Institutional Banking.
Position: Client Integration Officer
Location: New York, NY 10019
Duration: 12 Months
Job Type: Temporary Assignment
Work Type: Onsite
Job Description:
- The role serves as the primary liaison among Sales, Credit, and Regulatory teams, ensuring seamless communication and rapid issue resolution while collaborating with cross functional groups to prioritize onboarding requests in accordance with business objectives and customer needs.
- The incumbent leads Pipeline Review meetings to provide transparency on onboarding progress, identify risks, and manage escalations, and fosters a culture of continuous learning by coaching team members and delivering constructive feedback.
- By developing and maintaining strong relationships with key stakeholders, alignment and effective collaboration are guaranteed, with oversight of the end to end onboarding process for new clients and the ongoing management of existing relationships.
- The position also establishes and enforces client management policies and procedures, facilitates global coordination across stakeholders, and proactively mitigates process related risks, escalating matters when necessary.
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
TekWissen Group is an equal opportunity employer supporting workforce diversity.
Numbers & Facts
| Location | New York, NY |
| Industry | Computer/IT Services |
| Salary | $44.20 |
| Company Size | 100 to 499 employees |
| Year Founded | 2009 |
| Website | http://www.tekwissen.com/ |
About Company
WE THE TEKWISSEN PEOPLE
TekWissen offers you a broader portfolio of services, industry-leading solutions, and the meaningful innovations that give you greater flexibility and speed to respond to market dynamics, reduced costs and risk to improve enterprise performance, and increased productivity to enable growth.
To keep pace with global market demands, TekWissen keeps its finger on the pulse of change. Our organized approach to guiding a project from its inception to closure. Managing projects is becoming more and more important as we enter the digital era. To cope with the pace that this transition demands, a method is required to manage projects so they can yield quality work, while incorporating efficient use of time and resources.
Project involves identifying which quality standards are relevant to the project and determining how to satisfy them.
It is important to perform quality planning during the Planning Process and should be done alongside the other project planning processes because changes in the quality will likely require changes in the other planning processes, or the desired product quality may require a detailed risk analysis of an identified problem. It is important to remember that quality should be planned, designed, then built in, not added on after the fact.
Capabilities and accomplishments in one TekWissen business enhance the opportunity for success in the others. Put simply, TekWissen's unique combination of attributes promotes success.Skills
- Banking Operationsunmatched
- Banking Regulationsunmatched
- Banking Servicesunmatched
- Coachingunmatched
- Collections Regulationsunmatched
- Communication Skillsunmatched
- Corporate Bankingunmatched
- Cross-Functionalunmatched
- Customer Satisfactionunmatched
- Diversityunmatched
- Due Diligenceunmatched
- Establish Prioritiesunmatched
- External Auditunmatched
- Financial Servicesunmatched
- Internal Auditunmatched
- Interpersonal Skillsunmatched
- Know Your Customer (KYC)unmatched
- Legalunmatched
- Negotiation Skillsunmatched
- Onboardingunmatched
- Problem Solving Skillsunmatched
- Process Managementunmatched
- Production Controlunmatched
- Regulationsunmatched
- Regulatory Requirementsunmatched
- Relationship Managementunmatched
- Resource Utilizationunmatched
- Retail Bankingunmatched
- Riskunmatched
- Risk Analysisunmatched
- Risk Managementunmatched
- Salesunmatched
- Sales Managementunmatched
- Systems Administration/Managementunmatched
- Training/Teachingunmatched
- Workforce Managementunmatched
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