DescriptionJoin a dynamic team driving international client onboarding and payments solutions for global market expansion.
As an Onboarding Support Specialist within our international onboarding team you will report to a Senior Associate or Manager. Your responsibilities include facilitating seamless client onboarding ensuring accurate requests and adhering to policies to mitigate risks. You will collaborate with bankers clients and product partners setting the tone for international market expansion.
Job Responsibilities:
- Collaborate proactively with the Subsidiary Banking team and clients to support comprehensive onboarding processes ensuring seamless communication and coordination.
- Assist with new account services and product setups by validating specific client needs and requirements.
- Understand payments product offerings and work with Product partners to update checklists and translate client requirements into actionable configuration needs.
- Maintain clear and effective written and oral communication with internal stakeholders addressing inquiries and negotiating or escalating issues as needed.
- Monitor the progress of submitted implementation requests escalate delays and identify opportunities for process improvements to eliminate manual processes.
- Partner with stakeholders from Transformation and Product organizations to perform user testing and platform enhancement testing for internal tools.
- Act as a liaison between Relationship team Operations Treasury Management Sales and Implementations to deliver exceptional service to clients the department and the firm.
Required Qualifications Skills and Capabilities:
- At least 3 years of experience in operations project management accounting technology analytics training or process improvement with exposure to client interactions.
- Ability to work effectively with cross-functional teams and thrive in a fast-paced dynamic environment.
- Excellent written and verbal communication skills.
- Strong attention to detail ensuring accuracy and compliance with policies.
- Effective time management and organizational skills to prioritize tasks and meet deadlines.
- Strong analytical skills to address client issues and commitment to exceptional service and client satisfaction.
- Ability to identify and mitigate potential risks.
- Technical aptitude and proficiency in PC skills including Word Excel and PowerPoint with a willingness to enhance digital literacy and adapt to new tools.
Preferred Qualifications Skills and Capabilities:
- Experience in planning executing and overseeing projects including participation in process initiatives and improvements.
- Familiarity with project tracking tools and openness to learning new systems.
- Experience with software tools for project and design management with a willingness to adapt and grow.
- Basic knowledge of coding languages such as Python or JavaScript and interest in expanding web technology skills including website creation.
Required Experience:
IC