Client Onboarding Specialist (cur_1_132473@curatelyai.net)

Published: 6/14/2022

Job Description

"All candidates must be directly contracted by ASK Consulting on their payroll and cannot be subcontracted. We are unable to provide sponsorship at this moment".

Job Title: Client Onboarding Specialist

Location: Boston, MA 02114

Duration: 12 Months Contract

Pay Scale: $40 - $50/hr.

Job Description:

Support onboarding activities across the Financing Solutions Onboarding team, with a primary focus on Equity Swaps.
Collect, review, and organize onboarding information and supporting documentation.
Prepare and distribute onboarding packages, questionnaires, information requests, and status updates.
Maintain onboarding trackers and workflow tools to monitor progress against key milestones.
Follow up with clients and internal stakeholders on outstanding onboarding requirements.
Support the coordination of onboarding activities across Front Office, Operations, Credit, Risk, Compliance, AML/KYC, and Legal teams.
Maintain accurate records and documentation throughout the onboarding process.
Produce onboarding status reports and management updates.
Support account setup and onboarding readiness activities.

About ASK: ASK Consulting is an award-winning technology and professional services recruiting firm servicing Fortune 500 organizations nationally. With 5 nationwide offices, two global delivery centers, and employees in 42 states-ASK Consulting connects people with amazing opportunities

ASK Consulting is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all associates.