Full Job Description
Job Title: Shareholder Services Analyst - Hiring FAST!
Location: Chicago, IL
Pay Rate: $33/HR on W2 Only - NO C2C
Setting: Onsite Required (Hybrid/Remote is NOT an Option)
Duration: 12+ months.
Required Qualifications:
* Bachelor s Degree
* Knowledge of financial markets and products
* Excellent written and verbal communication skills, and strong client service orientation
* Proficiency using the Microsoft Office Suite in particular Excel, PowerPoint and Microsoft Word
* Experience in Client Onboarding/ Customer Identification Program (CIP)/Know Your Customer (KYC) processes a plus
* Understand structure of trading counterparts
* Self-motivated and proactive team player who takes ownership and accountability of projects, and has strong organizational skills to effectively manage competing priorities
* Flexible and able to work well under pressure in a team environment.
Responsibilities:
* Ensure due diligence is performed on new and existing Third Party Distributors as well as other Intermediaries.
* Develop expertise in the Firm's Global Framework.
* Quarterback the due diligence review with TPD s from start to the signing of an agreement.
* Coordinate with internal stakeholders during reviews to obtain necessary approvals.
Job Information
Job Category:
Other
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