Supports all sales forces in opening and maintaining accounts and services. The timely preparation review and analysis of pertinent documentation directly impacts the clients ability to meet and manage risk and regulatory requirements. Ensures adherence to all internal and external policies and requirements to protect the clients assets and minimize losses. Advises and guides clients and internal partners on sales legal documentation.
. Resolves questions and issues with sales agreements and account documentation.
. Coordinates the management of the documents database; ensures the alignment and integration of documents in adherence to the clients standards.
. Analyzes information and provides insights and recommendations.
. Executes the end-to-end documentation processes for assigned sectors including distribution collection review and analysis.
. Reviews higher-risk client requests and confirm that proper authorizations have been received.
. Determines the type of documents and appropriate actions as requested and establishes procedures and processes.
. Reviews documents to verify that forms are correctly completed and that required formats are used.
. Executes data entry/processing/tracking to support document management activities.
. Develops and maintains effective relationships with team members and stakeholders to execute work and fulfill service delivery expectations.
. Understands risks inherent in the operating area and ensures appropriate actions including accuracy and safeguarding of all documents.
. Follows records retention guidelines and policies for type of documentation as required.
. Participates in core processes design development implementation and management.
. Supports change management work to ensure the achievement of anticipated benefits.
Together as owners lets turn meaningful insights into action.
Life at CGI is rooted in ownership teamwork respect and belonging. Here youll reach your full potential because
You are invited to be an owner from day 1 as we work together to bring our Dream to life. Thats why we call ourselves CGI Partners rather than employees. We benefit from our collective success and actively shape our companys strategy and direction.
Your work creates value. Youll develop innovative solutions and build relationships with teammates and clients while accessing global capabilities to scale your ideas embrace new opportunities and benefit from expansive industry and technology expertise.
Youll shape your career by joining a company built to grow and last. Youll be supported by leaders who care about your health and well-being and provide you with opportunities to deepen your skills and broaden your horizons.
Come join our teamone of the largest IT and business consulting services firms in the world.
Required Experience:
IC
The COMPANY is one of the few end-to-end consulting firms with the scale, reach, capabilities and commitment to meet clients’ enterprise digital transformation needs. Our 77,500 consultants and professionals work side-by-side with clients in 10 industries across more than 400 location ... View more