Client Onboarding Analyst

Client Onboarding Analyst

18 May 2024
Florida, Tampa bay area, 33610 Tampa bay area USA

Client Onboarding Analyst

Vacancy expired!

TSR is a premier National U.S. Staffing company with over 50 years of staffing excellence.Our client, a leading Financial Services company, is seeking a Client Onboarding Analyst on an 12 Month Initial W2 Contract (possibility of extension of conversion to perm)Work Location: Tampa, FL (Remote Until Further Notice)Summary:
Client Onboarding AnalystThe client onboarding analyst is to provide service and support to Banking Teams, Investment Counselors and Product Specialists across Client Private Bank.The position focuses on servicing clients of Client Private Bank by working with team members to help deliver, facilitate and implement the best onboarding experience.The client onboarding analyst will provide a high level of support, including new account opening and modification, documentation approval, wire transfers, journals and account maintenance.Please contact me directly via email preferred if you are interested in learning more about this opportunity or to discuss our referral program if you know anyone that may be interested.Regards,
Stephanie Frieri
Senior Enterprise Recruiter

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Job Details

  • ID
    JC13512628
  • State
  • City
  • Job type
    Contract
  • Salary
    Negotiable
  • Hiring Company
    TSR Consulting Services, Inc.
  • Date
    2021-05-17
  • Deadline
    2021-07-16
  • Category

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