Phyton Talent Advisors · 1 week ago
Onboarding Specialist (Financial Services)
Dallas, TX
Contract
Hybrid
Mid, Senior Level
$25/hr - $27/hrPhyton Talent Advisors is a company specializing in financial services, and they are seeking an Onboarding Specialist. The role involves managing client requests, leading meetings, and ensuring compliance while also developing team members and enhancing project processes.
AccountingComplianceConsultingHuman ResourcesRecruitingStaffing Agency
Responsibilities
Manage multiple concurrent client requests, ensuring timely and high-quality completion of all deliverables
Foster long-term relationships with existing clients, key business partners, and internal stakeholders
Lead client meetings to provide clear updates on project progress, milestones, risks, and challenges
Navigate evolving client requirements to design and implement new workflows and operating processes
Evaluate scopes of work and project plans; provide recommendations for process enhancements and operational improvements
Prepare and maintain detailed project trackers, timelines, and status documentation
Identify, assess, and resolve gaps in processes and project execution
Monitor key performance indicators (KPIs) and implement continuous improvement initiatives as needed
Prepare and present regular reports on team performance, project status, and key metrics for internal and client audiences
Ensure compliance with all applicable regulations, industry standards, and internal control frameworks
Interpret financial and legal entity documentation across multiple domains and jurisdictions, as required
Rapidly develop expertise in proprietary products, platforms, and client business lines through complex engagements
Apply a strong understanding of regulatory and financial services concepts to support client solutions
Supervise, coach, and develop team members to maximize performance and professional growth
Set clear performance goals, provide ongoing feedback, and conduct formal performance evaluations
Promote collaboration and knowledge sharing across junior and senior team members, cross-functional partners, and vendors
Qualification
Required
Manage multiple concurrent client requests, ensuring timely and high-quality completion of all deliverables
Foster long-term relationships with existing clients, key business partners, and internal stakeholders
Lead client meetings to provide clear updates on project progress, milestones, risks, and challenges
Navigate evolving client requirements to design and implement new workflows and operating processes
Evaluate scopes of work and project plans; provide recommendations for process enhancements and operational improvements
Prepare and maintain detailed project trackers, timelines, and status documentation
Identify, assess, and resolve gaps in processes and project execution
Monitor key performance indicators (KPIs) and implement continuous improvement initiatives as needed
Prepare and present regular reports on team performance, project status, and key metrics for internal and client audiences
Ensure compliance with all applicable regulations, industry standards, and internal control frameworks
Interpret financial and legal entity documentation across multiple domains and jurisdictions, as required
Rapidly develop expertise in proprietary products, platforms, and client business lines through complex engagements
Apply a strong understanding of regulatory and financial services concepts to support client solutions
Supervise, coach, and develop team members to maximize performance and professional growth
Set clear performance goals, provide ongoing feedback, and conduct formal performance evaluations
Promote collaboration and knowledge sharing across junior and senior team members, cross-functional partners, and vendors
Strong analytical, project management, and problem-solving skills
Proven ability to perform under pressure and manage competing priorities
Exceptional written and verbal communication skills, including presentation to clients and senior stakeholders
High attention to detail with a strong focus on quality, accuracy, and process discipline
Ability to collaborate effectively with both junior and senior team members in a fast-paced environment
Proficiency in Microsoft Office Suite required
Preferred
Exposure to derivatives trading is preferred
Familiarity with KYC constitutional documentation and onboarding processes
Solid understanding of financial services firms and investment management operations
Advanced Excel skills strongly preferred
Company
Phyton Talent Advisors
Phyton Talent Advisors, formerly Linium Resources, provides top-tier talent for the world's most competitive industries.
Founded in 2011
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
John Costa
Managing Partner
Michael J. Ivie, PRM, PMP, MBA
Managing Partner, Head of Financial Services Consulting
Company data provided by crunchbase