Trade Services Customer Onboarding Specialist

Title: Trade Services Customer Onboarding Specialist

Location: 1525 W W T Harris Blvd Charlotte, NC

Duration: 6 months

Work Engagement: W2

Work Schedule: Onsite

Benefits on offer for this contract position: Health Insurance, Life insurance, 401K and Voluntary Benefits

Summary:

We are seeking a detail-oriented Trade Services Operations Specialist to support a Trade Services team responsible for customer onboarding and static data maintenance within trade processing systems. This role serves as a critical link between internal business partners and trade operations by ensuring customer information, product entitlements, fees, and trade-related data are accurately established and maintained within systems of record.

The ideal candidate will possess a basic understanding of trade finance concepts and be able to recognize and interpret common trade-related requests, including Letters of Credit and related trade products.

Responsibilities:

• Create, maintain, and amend customer and party records within Tradeworks and related trade systems.

• Receive and process customer setup forms and static data requests from internal business partners.

• Support customer onboarding activities by accurately configuring customer profiles, product access, fee schedules, and trade service requirements.

• Ensure all customer information and trade-related details are properly recorded within systems of record (SOR).

• Review trade documentation, including Letters of Credit and Standby Letters of Credit, for completeness and accuracy.

• Assist the Trade Services desk with day-to-day operational activities, document gathering, and record validation.

• Utilize Vantage and other internal systems to support CEO trade setup activities.

• Input and release customer requirements according to established procedures.

• Communicate extensively through email with internal stakeholders and collaborate with global support teams when necessary.

• Partner with internal customer service and operations teams to resolve setup requests and data discrepancies.

Qualifications:

• Applicants must be authorized to work for ANY employer in the U.S. This position is not eligible for visa sponsorship.

• Basic understanding of trade finance, international trade, or trade services operations.

• Ability to understand different types of trade-related requests and how they fit within the broader trade services process.

• Experience reviewing or working with Letters of Credit (LCs), Standby Letters of Credit (SBLCs), or trade-related documentation.

• Strong attention to detail and ability to maintain accurate records.

• Excellent written communication and organizational skills.

• Ability to manage multiple operational requests in a fast-paced environment.

• Exposure to trade finance, trade services, import/export operations, or banking operations. (preferred)

• Understanding of goods movement, logistics, and import/export documentation. (preferred)

• Experience supporting customer onboarding, customer setup, or master data maintenance processes.

• Experience working with internal business partners and cross-functional stakeholders.