Client Onboarding Specialist Jobs

Who is Institutional Cash Distributors (ICD)?

ICD is treasury’s trusted, independent portal provider of money market funds and other short-term investments. At the intersection of the treasury and investment communities, ICD delivers unbiased access to over 300 investment products, market expertise, and intuitive technology. Our award-winning ICD Portal is a model in the industry for trading, reporting and analysis. Through our Global Trade Desk, we offer follow-the-sun support and expert service. Founded in 2003 to focus solely on the needs of the treasury investment community, ICD remains committed to putting treasury first.

At ICD you will find a tight-knit group of motivated and talented individuals who are both serious about company success and passionate about our team and culture. Our work environment is fast-paced, collaborative and fun. We value work-life balance and treasure the relationships we have developed with our colleagues. It is no wonder ICD was certified as a Great Place to Work! To view more info on how ICD is a Great Place to Work, go to www.greatplacetowork.com/certified-company/7026457.

Position Summary

The Client Onboarding Specialist (COS) is a key member of the New Accounts Team and will report directly to the Global Head of Account Management and Sales. The COS will collaborate closely with the ICD New Accounts Team, ICD Global Trade Desk Team, Chief of Compliance, Sales Reps, Sales Operations Manager and Marketing Team, as well as fund company and technology partners. The perfect candidate will implement exceptional client service at all times in onboarding Fortune 500 treasury departments, demonstrating ICD’s competitive advantages and providing efficient, seamless execution of paperwork and successful setups on the ICD portal. The position is team-based with a high level of ongoing collaboration, interaction, and communication.

Responsibilities

• Serve as a key point of contact to guide prospects and clients throughout the onboarding process, including new account opening, transition and integration into ICD.
• Prioritize multiple requests and accounts, closely monitor progress and follow up immediately to proactively and professionally.
• Collaborate and support the global trade desk team as needed to ensure all aspects of onboarding are being implemented well.
• Drive the new account process with prospects and clients to ensure a focused, efficient and excellent onboarding experience.
• Maintain consistent communication with all sales reps about their clients’ and prospects’ accounts. Build strong relationships with internal team members to ensure alignment on client and fund company expectations and turnaround times.
• Maintain a continuous improvement mindset to assist in building stronger relationships with internal and external clients and partners.
• Demonstrate outstanding client service attitude, support and skills to ensure a top-notch, first impression of ICD.
• Research and respond to servicing and operational inquiries from multiple fund companies as well as prospects, clients and sales reps to ensure timely, accurate and detailed responses are provided. Coordinate, secure needed approvals and resolves issues to complete all paperwork signatures and documents with fund companies. Foster productive working relationship with fund company partners to ensure efficient and excellent deliverables.
• Use technology tools such as ICD portal and PowerBI to gather data. Maintain account information records, updating Salesforce and SharePoint.
• Pre-fill and review new account paperwork with all details, initiate and submit new account and account transfer requests with no errors, and complete post account setup requirements to ensure timely and accurate results.

Experience

Required

• Client account document preparation, detail-oriented paperwork completion
• BS/BA degree in Business, Finance or related field, or equivalent experience.

Preferred

• Experience utilizing Salesforce
• Client/Customer Service background in the financial services industry

Don’t worry if your experience doesn’t 100% fit. We will also consider individuals with the following backgrounds.

• Mortgage Closer
• Private Banker
• Mortgage Loan Office
• Contract Manager
• Loan Examiner
• Mortgage Processor
• Paralegal

What does it take to be successful in this role?

• High level of interpersonal skills to work with clients and business partners as well as across the organization
• Strong ability to prioritize tasks and multitask
• Ability to maintain poise and tact to represent the company in a professional manner at all times
• Team player attitude, willing to help and learn from others.
• Ability to focus on high quality work while under pressure to accommodate client needs with a high level of client satisfaction
• Strong analytical skills with the ability to synthesize information
• Highly organized with excellent, careful attention to detail and follow-up skills
• Ability to work in fast paced environment with minimal supervision
• Proficiency in Microsoft office applications
• Excellent written and verbal communication skills

Location

Work your way! You will have the flexibility to work 100% remote within the United States in the East Coast time zone.

Compensation

Negotiable salary range of $60,000 - $75,000, depending on experience and location.

Benefits

• Competitive compensation
• Performance-based bonus
• Supplemental life insurance
• Employer paid long-term disability and life insurance
• 401(k) with match
• Comprehensive employer contributions to Health Savings Accounts
• Competitive medical, dental, and vision insurance
• Accident insurance

People First

At ICD, we are building an extraordinary company that helps people conduct their business activities more reliably, effectively, and securely. We put people first, do the right thing, and succeed together.

We have a strong belief that our people are the most important part of our business. We incorporate this philosophy into our practices, and we live it every day. This means we have competitive salaries, generous traditional benefits, and take a lot of time to focus on quality management and leadership development. We also strive to ensure each person in the company is in the right job, knows how their job contributes to the overall company mission, and has a clear sense of career growth and direction.

The ICD experience is a two-way exchange. We expect you to give us your best every day, and you can expect the same from us. In exchange for your talent, your energy, and your unique contributions, we will strive to give you what you need to live a balanced, healthy life.

For more information visit: https://icdportal.com/

ICD is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.