Client Integration Officer (CEP)

12-month contract in New York, NY with potential for extensions. W2 contract; no PTO or benefits. ACA-compliant supplemental package available for enrollment. Candidates must be legally authorized to work in the United States and able to sit on Primary Talent Partners W2 without sponsorship.

Responsibilities

• Oversee the onboarding process for new clients and maintain existing relationships as part of the end-to-end client coordination process.
• Establish end-to-end client management processes and enforce through policies and procedures.
• Facilitate global coordination and collaboration with various stakeholders (KYC, Credit, Legal, Compliance; Sales, Relationship Managers; Regulatory).
• Responsible for regulatory requirements collection, review, and adherence.
• Ensure internal/external systems setup.
• Oversee the mitigation of risks related to the processes; facilitate escalations when required.
• Participate, as needed, in external & internal audits of the Bank's functions and processes.
• Set an example and promote a culture of delivery excellence within the team, encourage an environment of openness that welcomes effective challenge and supports open discussion.
• Monitor the ongoing production process and the effective utilization of resources.
• Act on feedback from client reviews to maintain client satisfaction.
• Assist in dealing with technical queries from clients / auditors / internal stakeholders.
• Take responsibility for personal development and training.

Requirements

• 3-5 years of Client Management, Operations, Credit, Due Diligence, and/or Legal Negotiations experience.
• Understanding of relevant legal agreements (ISDA/CSA, GMRA, MSFTA, Side Letters, NDA's, ETSA, Options Agreements etc.).
• Understanding how a large financial institution operates, with knowledge of both trade and client lifecycles.
• Good interpersonal and communication skills.

Preferred Qualifications

• Strong functional expertise in one or more areas (Risk, Legal, Due Diligence, Client Management, Operations).
• Deep understanding of banking regulations and operations.

Pay

$34.00 - $44.00/hr