OnBoarding Specialist
NEW YORK-10012, NY, US
01/11/2019
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Required Skills
Company
Infinity Consulting Solutions, Inc
Experience
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Job Description
As a CWK within OnBoarding-Contracting, you will support a growing area in a dynamic and challenging environment.
You will be responsible for your own portfolio of business with some guidance and oversight, based upon a team of Account Managers and/or specific regional offices, whose clients you will support from a documentation perspective.
You will be responsible for providing in-depth knowledge of your client's mandates as well as an excellent client focus.
Key responsibilities
- Accurate drafting, negotiation, and coordination of contractual documentation for your portfolio of business.
- Owning a client channel and managing the workload for that channel including training and educating other team members.
- Facilitation and coordination of all internal stakeholders across different regions involved in the contracting process, ensuring their comments flow through to the contract and requisite approvals are obtained.
- Partnering with the OnBoarding-Implementation team to take on new clients and manage client change as efficiently as possible.
- Ensuring that the appropriate contracting process is followed for all contract processing to mitigate risk to the company.
- Negotiating client documentation within the remit of the OnBoarding-Contracting team, escalating legal and operational risk when necessary.
- Supporting the sales team with contractual documentation queries.
- Communicating any contractual documentation changes to the client mandate to applicable internal stakeholders.
- Capturing and recording relevant non-standard contractual clauses on an ongoing basis and maintaining the contractual documentation database.
- Ensuring that all completed contractual documentation is properly filed, stored and retrievable.
- Participating in research initiatives or projects that are requested by the sales, product or legal teams
Education: The ideal candidate will have demonstrated asset management or financial services experience and in-depth experience of drafting contractual documentation within the asset management industry possessing either:
- Legal background or qualification with experience of drafting and negotiating investment management agreements for an institutional client base; or
- No formal legal qualification, but excellent knowledge and proven experience in negotiating investment management agreements and investment guidelines for institutional clients
Skills/Qualifications
- Relevant legal qualification (desirable, not essential)
- Experienced contract management and negotiation skills with at least 5+ years of relevant experience
- Excellent attention to detail, organization and presentation skills
- Knowledge of the asset management industry (fund types, client base, and strategies, operational setup and products) and applicable law and regulations
- Strongly proficient on standard software (e.g. Microsoft Office)
Competencies
- Ability to independently manage your own portfolio of business with some guidance and oversight
- Strong awareness of process efficiency and the need to mitigate risk through team processes
- Exemplary analytical, communication (verbal and written) and interpersonal skills with the ability to communicate with both internal and external clients at all levels and regions
- Team player - both with regard to your direct team as well as those with whom you support
- Flexible and open to accepting new challenges; able to work effectively and efficiently on multiple projects simultaneously in a fast-paced, demanding and ever-changing environment while maintaining the highest standard and attention to detail
- Demonstrated ability to balance client needs with company policies and operational procedures; possess excellent regulatory and technical awareness in order to understand associated risks and provided innovative, risk-free and compliance-friendly solutions
Client On Boarding
Business Services
No Preference
Contract Only
Other
1
Candidate Requirements
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Bachelors
Walkin Information
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Recruiter Details
Doug Klares
1350 Broadway, Suite 2205,
NEW YORK-10018, NY,
US
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