Documentation Specialist - Senior

Mindlance2

Getzville, NY, United States contract

Posted: May 4, 2016

Job Description

Mindlance is a national recruiting company which partners with many of the leading employers across the country. Feel free to check us out at http://www.mindlance.com.

Temporary role with the Client On-boarding Team to support documentation collection efforts for master securities forward transaction agreements. This will involve liaising with clients and several teams in Sales, Legal, Compliance, Credit, Operations, Tax, etc. in order to ensure that time to market is minimized and that transparency can be provided around the process. Additionally, the candidate will be responsible for identifying opportunities to centralize and optimize the processes to constantly improve client satisfaction and the overall group performance.
Job Background/context:
The Client On-boarding team is global, cross asset class function responsible for both the client experience during the on-boarding process and the overall quality of client/customer data. Client On-boarding is part of the Account Control department within the Information Services Group (ISG)
Main areas of interaction
• Capital markets Sales
• Compliance
• Legal
• Credit
• Settlement Ops
• Accounts Control Operations/KYC
• Middle Office

Key Responsibilities:
• Work with clients and sales teams to obtain necessary documentation for account opening
• Liase with client on obtaining the master securities forward transaction agreement and supporting documentation
• Support and monitor the timely and accurate execution of sales and client requests to the group
• Populate account opening, market opening, and tax documentation. Ensure all documents are collected, verified and stored, and provide status back to the client
• Perform client documentation searches across internal and external sites and compile client profiles.
• Interact with client regarding the latest status and current onboarding actions
• Partner with Accounts Control team to ensure KYC/AML/MiFID and other regulatory reviews on all clients is performed
• Partner with Credit Risk Officers to ensure that all client review materials are in place and completed
• Provide guidance in the role of subject matter expert in the areas of account opening, tax, and local market documentation to both Citi staff and external clients
• Maintain MIS on end to end process for tracking turnaround times of deliverables from team and other processing areas

Qualifications:
• BA/BS Degree and/or equivalent experience
• 1-2 years experience in financial services
• Previous, client facing, middle office or operations financial services experience.
• Knowledge of capital market products a plus
• Strong analytical and creative solutioning abilities
• Strong communications and presentation skills
• Strong organization skills with high attention to details

Regards

Venkatesh

732 243 0292

Why Apply Through MisuJob?

AI-Powered Job Matching: MisuJob uses advanced artificial intelligence to analyze your skills, experience, and career goals. Our matching algorithm compares your profile against thousands of job requirements to find positions where you have the highest chance of success. This saves you hours of manual job searching and ensures you only see relevant opportunities.

One-Click Applications: Once you create your profile, applying to jobs is effortless. Your resume and cover letter are automatically tailored to highlight the most relevant experience for each position. You can apply to multiple jobs in minutes, not hours.

Career Intelligence: Beyond job matching, MisuJob provides valuable career insights. See how your skills compare to market demands, identify skill gaps to address, and understand salary benchmarks for your experience level. Make data-driven decisions about your career path.

Frequently Asked Questions

How do I apply for this position?

Click the "Register to Apply" button above to create a free MisuJob account. Once registered, you can apply with one click and track your application status in your dashboard.

Is MisuJob free for job seekers?

Yes, MisuJob is completely free for job seekers. Create your profile, get matched with jobs, and apply without any cost. We help you find your dream job without any hidden fees.

How does AI matching work?

Our AI analyzes your resume, skills, and experience to understand your professional profile. It then compares this against job requirements using natural language processing to calculate a match percentage. Higher matches mean better fit for the role.

Can I apply to jobs in other countries?

Absolutely. MisuJob features jobs from companies worldwide, including remote positions. Filter by location or look for remote opportunities to find jobs that match your preferences.

Ready to Apply?

Join thousands of job seekers using MisuJob's AI to find and apply to their dream jobs automatically.