Job Description

Summary :

The role of the Client Delivery Consultant is to manage client onboarding for certain sales desks within the Corporate and Invest Bank. This position will support the Sales team and report to the Client Delivery Team.

Seeking a Client Delivery Consultant to assist the Sales team with the end-to-end onboarding process for clients including document collection, account opening and configuration.

In this role, you will:

• Work closely with the Sales team to manage the pipeline of clients being on-boarded, establish priorities and provide regular status updates to Clients. Sales, clients, the Negotiation Team and Operations
• Submit requests for all account opening / new client onboarding requests.
• Partner with Sales, Relationship Managers, clients, or third-party advisors (as applicable) to collect relevant agreements and documents to hand-off to Operations and Negotiation teams (e.g., organizational documents, Tax forms, etc.)
• Act as a central point of contact for onboarding matters related to the covered business in terms of:
• Setting priorities
• Driving execution
• Providing client documents
• Questions regarding client set-ups
• Tracking and reporting on status
• Coordinate with the Negotiation Team to ensure that the necessary documentation is in place
• Work with Operations to ensure timely account opening.

Required Qualifications

• Excellent verbal, written, and interpersonal communication skills
• Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills

Desired Qualifications

• Project Management experience
• Familiarity with Client Onboarding, Data Management
• Ability to work in a fast-paced deadline driven environment.

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