Engagement Associate supporting financial institution on-boarding process and practices at a diversified financial services leader. Collaborating with local leaders and partners to ensure successful training and operations.
Responsibilities
Partner with local leaders within dedicated regions and corporate partners in financial institution on-boarding process.
Serve as primary on-boarding contact for financial institution partners.
Collaborate for on-boarding of bank staff including Licensed Bank Employees or Registered Financial Institution Professionals.
Provide virtual and in-person support for post on-boarding processes.
Partner with Regional Directors to influence local staff to assist in on-board process.
Provide system and reports training, work on projects, RFPs, audits as assigned.
Requirements
Strong written and verbal communication skills
Experience in design, proofreading and editing
Effective at building resource networks
Strong organizational skills
Detail-oriented and a problem-solver
Ability to monitor and service remote and/or multiple office locations.
Knowledge of financial service industry helpful (FINRA licenses such as SIE, Series 7, 66 and insurance preferred).
Benefits
Competitive and comprehensive benefits program including vacation time, sick time, 401(k), health, dental and life insurances.
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