Duration: 5 months
Location: New York, NY 10036
Able to prioritize and stay organized in a fast paced environment
Able to manage expectations of internal/external stakeholders
Communicate/Escalate as needed
CRITICAL CLIENT FACING ONBOARDER
Role requires daily interaction with Clients for new and organic account onboarding across all product areas. Needed to work with senior stakeholders in BU, Credit, Risk and BRM Docs to set priorities and manage the process before fund launch, communicate and solve documentation issues, determine correct legal entity structures and ensure regulatory compliance (Dodd Frank, FINRA 4210, etc)
Role is critical to supporting Senior Stakeholders across SRM and Sales within FID & IED Business Units; Heads of FX specifically focused on this function as an integral service offering to clients.