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Permanent

Institutional Client Onboarding Analyst

City
money-bag 10000-500000 Annual
3085940300
Posted Yesterday

The Opportunity: The Institutional Client Onboarding Analyst works directly with our Sales Relationship Managers, Service Relationship Managers, international institutional clients and consultants, international custodians, and various internal groups to on-board and maintain accounts for international institutional investors. The Institutional Client Onboarding Analyst acts as project manager to improve current processes and resolve operational issues associated with the complex workings of international accounts that trade in overseas equity markets. The Day-to-Day: Manage the on-boarding of new institutional segregated and fund accounts Subject matter expert as it relates to international institutional funds and separately managed accounts Research and resolve operational issues pertaining to international institutional investor accounts, at times working with other groups in the process Assist the Institutional Client Services Relationship Managers and Sales Relationship Managers with complex client service requests Assist the Institutional Client Operations Team Leader with the ongoing development of the Institutional Client Operations Team members including ongoing training, workflow management and peer reviewing sensitive items Create, develop, document and implement workflows and process improvements to serve the needs of our international institutional investors as they relate to additions, withdrawals, account set-up, and changes to their accounts Respo

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