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Dexian · 23 hours ago

Client Onboarding specialist

Lake Mary, FL

Contract

Onsite

Mid Level

$25/hr - $26/hr

3+ years exp

Dexian is a leading provider of staffing, IT, and workforce solutions, and they are seeking a Client Onboarding Specialist to join their Markets Securities Finance Onboarding team. The role involves onboarding and maintaining client securities lending accounts while collaborating with various internal stakeholders to ensure smooth transaction processes.

ConsultingHuman ResourcesInformation TechnologyProfessional ServicesStaffing Agency

Hiring Manager

Anita Rani

Responsibilities

Work with the business to onboard and create new securities finance client accounts on the Sec Lending platform Global One and link to the company custody platform

Manage and maintain client account attributes to enable day-to-day client transaction requirements, including but not limited to, enabling and restricting securities and collateral, increasing and decreasing credit exposure limits and buffers

Manage daily and weekly reconciliation, control and exception reports, ensuring all controls are processed timely and any exceptions addressed with urgency

Assist in implementing control practices to minimize manual error and oversight

Ensure that client and internal stakeholder requests are responded to in a timely fashion and in a thorough manner

Assist in the offboarding of clients and termination client contracts