Senior Documentation Specialist

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The Opportunity

We're looking for a Senior Documentation Specialist, working in the Banking/Finance industry in New York, New York, United States.

  • Onboard new client relationships and additional members by completing client risk profiles and process relationship updates using client onboarding applications.
  • Process account opening or maintenance requests in a timely manner.
  • Liaise with downstream partners until requests are completed and maintain constant communication with banking team partners.
  • Ensure all documentation received is current, accurate and complete.
  • Partner with KnowYourClient (KYC) Teams, the Account Opening division, and other product partners to ensure expedient, efficient and seamless processing.
  • Provide the highest level of customer service and teamwork to Banking teams and other internal partners.
  • Continuously innovate by analyzing our onboarding processes and systems to ensure we are as efficient and effective as possible.
  • Engage with technology to design, build, and test new or updated applications.

The pay we're offering is 24 per hour. This position may present an opportunity to go permanent.

Our Client

Our client is a publicly traded, financially sound, 40+ year-old company.  Providing IT and Technical staffing in the New York tri-state region and across the country.  Respected and networked in growing fields like New Media, Publishing, Finance, Investment Banking, Pharmaceuticals, Insurance, and Utilities. 

Prestigious Fortune 1000 companies and dynamic Internet eCommerce customers depend on their expertise.  75% have been with them 10+ years.  Reliability and relationships mean opportunity for you! 

Want exciting projects or excellent opportunities for full-time employment? 

Challenging work that utilizes your skills starts here. 

Experience Required for Your Success
  • Bachelor's Degree required.
  • 1 to 5 years of experience in the financial industry preferred.
  • Licensing (Series 7, 63 and 65 or 66) beneficial but not required.
  • Self-motivated, proactive, and eager to improve existing processes.
  • Extremely detail oriented.
  • Excellent team player.
  • Strong ability to multi-task, prioritize, and work well under pressure.
  • Strong verbal and written communication skills.
  • Client facing experience, preferably in the financial services industry.
  • Strong interest in the fields of operations and compliance.
  • Ability to establish relationships and partner effectively with various groups.
  • Highest level of integrity with regards to franchise and client confidentiality.
  • Proficiency in utilizing MS Office and Web based applications.
What Do You Think?

Does your experience reflect what it takes to be successful in this role? Do the work and challenges get you excited about what's possible? Apply here.

Not exactly? Join Our Talent Community, and we'll let you know of additional opportunities.


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