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About the Role
Seeking responsible candidates for long-term consulting projects with potential for full-time conversion after 12 months. Roles can be hybrid, remote, or onsite.
Responsibilities
- Facilitate client onboarding processes including system conversions, ensuring accuracy and compliance.
- Conduct analysis, reconciliation, and review of incoming and outgoing data to support seamless platform transitions.
- Engage directly with clients to explain documentation requirements, regulatory considerations, and onboarding expectations.
- Lead client-facing calls and meetings, providing direct support, documentation, and follow-up throughout the onboarding lifecycle.
- Lead project management activities for onboarding and conversion efforts, including scheduling, reporting, issue tracking, and risk escalation.
- Support conversion activities for complex client relationships, ensuring accurate data migration.
- Review control reports and resolve issues that arise during onboarding and conversion processes.
- Coordinate cross-functional resources to meet client needs and ensure compliance with legal and regulatory requirements.
- Provide guidance to clients on platform features and assist in structuring their product or program offerings.
- Monitor project quality and efficiency, ensuring client satisfaction throughout the onboarding lifecycle.
- Recommend process and product improvements based on analysis, client feedback, and platform usage insights.
Requirements
- 2+ years of experience in client onboarding, transitions, or financial services operations.
- 2+ years FIS product experience.
- Must have experience managing end-to-end Retail/institutional or client onboarding and conversion processes for financial institutions, including system setup, data migration, documentation, and transition to BAU support.
- Proven track record in managing data conversions and onboarding workflows for financial services clients.
- Experience in project coordination or management, including reporting, planning, and issue tracking.
- Product management mindset with the ability to translate client needs into platform enhancements and onboarding improvements.
- Excellent communication and client engagement skills, with the ability to explain complex processes clearly.
- Ability to work independently with minimal supervision while collaborating across teams.
- Proven analytical skills and attention to detail, with a proactive approach to problem-solving.
- Proficiency in Microsoft Office Suite.
- Experience with onboarding systems or workflow tools is a plus.
Skills
- FIS Product Experience (Phase3, WealthStation, GMI, Loanet, R3, etc.)
- Project management
- Data migration
- Client onboarding
- Financial services operations
- Communication
- Client engagement
- Analytical skills
- Problem-solving
- Microsoft Office Suite
Work Type
- Hybrid
- Remote
- Onsite
- Long Term Consulting
- Full Time
Experience Level
- 2+ years
Salary/Compensations
- Commensurate with experience