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Client Service Specialist
Apply
$50k-66k (estimate)
Full Time 1 Week Ago
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Veterans Sourcing Group is Hiring a Client Service Specialist Near Chicago, IL

Job title: Client Service Specialist

Pay rate: $28/hr W2

Location: Chicago, IL - onsite



Business rationale: Contractor shall support CSAM client onboarding. For this role it is more application of the rules and regulations related to BSA in an Asset Management framework. Concentration on anyone with AM experience from the 1st line who has to review client documents and background, apply the info to the tools and policy/procedural requirements. The client types for AM are very broad and more complex than banking. Not sure if they are out there, so may have to go with what we have, but if there is anyone with first line AM AML experience, that would be most helpful.








































Role:

Responsible for providing assistance with all aspects of the corporate client onboarding process to ensure compliance with legal and regulatory standards. This role involves collaborating with stakeholders and maintaining a high level of efficiency and accuracy throughout the client's onboarding process.


Duties:

" Manage the complete set of account opening documents with a strong emphasis on accuracy and completeness.

" Conduct thorough reviews of client data and provide support in complying with AML regulations and related tasks.

" Ensure prompt and accurate processing of client account maintenance requests.

" be the point-of-entry contact for client and stakeholder queries

" participate in process improvement and documentation initiatives collaborate across departments to ensure that all client accounts comply with legal compliance and regulatory requirements

" Review client agreements with focus on the individual terms and conditions


Your expertise

" a degree in Banking / Business / Economics / Finance

" 1-2 years of work experience, ideally in a bank environment

" passionate about the client experience with strong interpersonal and communication skills

" strong sense of responsibility and integrity

" a proactive team player with a successful track record in a demanding and dynamic environment analytic, with the ability to provide practical solutions a multitasker, well organized and able to thrive when no two days are the same proficient in the MS Office suite

Job Summary

JOB TYPE

Full Time

SALARY

$50k-66k (estimate)

POST DATE

05/02/2024

EXPIRATION DATE

05/18/2024

WEBSITE

theclgrp.com

HEADQUARTERS

NEW YORK, NY

SIZE

<25

FOUNDED

2006

REVENUE

<$5M

INDUSTRY

Business Services

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About Veterans Sourcing Group

Welcome to the Veterans Souring Group company profile. Veterans Sourcing Group (VSG) is a Service Disabled Veteran Owned Small Business SDVOSB. Veterans Sourcing Group was formed to honor our Heroes by enabling Veterans to find employment and assisting companies, large and small, to gain access to Veterans. Today, the US Military Veteran returning from active duty abroad is increasingly being shut out of IT Jobs due to off shoring, lack of experience, lack of training or a combination of both. The Veterans Sourcing Group solution combines the talents of the C&L Group professionals who current...ly compete with the Indian Outsourcers with the veteran experiences of its JV partner to provide the necessary training, coaching, guidance and placement services to our Veterans to locate and succeed in these high tech jobs. Veterans Sourcing Group, a SDVOB designated firm, is in position to receive preferential treatment by Industry and Government in the award of contracts that may otherwise have gone offshore. Companies with active Diversity Programs are able to include VSG spend and or staff augmentation headcount in fulfillment of their diversity and minority goals as a result of our 51% ownership by a Service Disabled Veteran. The Veterans Sourcing Groups motto, Keeping American Jobs for American Vets, is designed to not only be a catchy phrase but to honor the service of our nations best, the Veterans. We focus on developing needed partnerships by reaching out to the Public and Private Sectors and the US Government through agencies such as the Veterans Administration to get them to share in its Vision and Goals. More
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These positions require familiarity with customer services tools and programs.

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Communicate clearly with customers.

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Hiring Manager Jennifer Parkinson
Business Area AM - Client Coverage
Job Title: Client Service Specialist
Overtime required - Yes or No: Yes
Does this role require any specific qualifications? Yes or No: Yes: Candidate shall have experience in AML/KYC check of professional onboarding clients.
Desired Start Date: ASAP
Contract duration or end date: September 30th 2024
Workload (Full time/Part time): Fulltime (min 80%)
Office Location: Chicago

5 times a week onsite

One North Wacker Drive
Chicago, United States
60606
Tech requirements for remote/hybrid roles:

Please ensure candidates are advised they will need the following if successful at inteview and receive an offer:
Worker has secure internet/Wi-Fi access at home.

Worker has a laptop/desktop computer/MAC at home.

Worker has a smart phone that has Biometrics capabilities (can read fingerprints).