Sr. Associate - Client Onboarding - Financial Marketing Services

Key Responsibilities

• Administrative functions and reviews associated with new account onboardings. Includes review of documentation against account details in 3rd party portal (note : users review Personal Identifiable Information (PII) data)
• Completing audit requests from Institutional clients. Includes gathering data from various repositories & coordinating responses between internal teams to package final client deliverable. Document management, record keeping and retention throughout the client lifecycle. Includes tagging, categorizing, and uploading documents to a book of record and linking to SFDC.
• Creating & maintaining financial account records in SFDC (CRM). Includes account research across various systems & data entry within SFDC.
• Collaborate with operations, technology, transformation, and other key stakeholders.
• Detailed analysis and documentation of both functional and non-functional business needs to create business requirements.
• Analyze current business process to understand the business needs and to determine how to best fulfill those needs via system and process.
• Timely escalation and resolution of issues.
• Adherence to key control / regulatory / audit standards.
• Ensuring all changes to products, best practice and operating models are clearly understood by all stakeholders and implemented in a controlled manner.

Qualifications required :