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Director of Client Onboarding and Accounts

Contemporary Staffing Solutions
Jenkintown, PA
  • Posted: over a month ago
  • $100,000 to $120,000 Yearly
  • Full-Time
  • Benefits: 401k, dental, life insurance, medical, vision,
Job Description

Our client needs an experienced job-seeker for the Director of Client Onboarding and Accounts position in Jenkintown, PA! In this role, you will be responsible for leading a team within the Operations Department. This direct-hire opportunity offers $100k-$120k per year!

Responsibilities of the Director of Client Onboarding and Accounts Include:

  • Liaise with external stake holders to open external investment accounts
  • Ensuring appropriate completion of Segregated Account Investment Information Form
  • Support the onboarding of new Financial Service Partners
  • Participate in donor/ financial advisor calls regarding establishment and management of DAF accounts
  • Participate in donor/ financial advisor calls regarding establishment and management
  • Other duties as assigned

Requirements of the Director of Client Onboarding and Accounts Include:

  • 10+ year's experience
  • Bachelor's degree in Finance, Accounting, Business or related field
  • Client focused
  • Experience onboarding or other relevant experience, preferably within the financial services/ investment services industry
  • Detail oriented and team player
Company Description
Contemporary Staffing Solutions (CSS) is a company that exudes unwavering results with urgency, honesty, and integrity. CSS has been a leading provider of contract, temporary, and direct hire solutions. Nationally supporting Salesforce Projects & Managed Services and staffing solutions with a focus in Accounting & Finance, Human Resources, Sales & Marketing, Information Technology, Salesforce, and Call Center & Office. Everyone at CSS operates with pro-active pipelines, the highest business ethics, a winning spirit in our approach, and a team-oriented workflow with real cross-training. The CSS team coaches you with current business intelligence so that we can timely deliver solutions to meet your expectations. Our testimonials on our website tell the story from our clients and candidates—check them out!

Contemporary Staffing Solutions

Why Work Here?
This is a great opportunity to hit the ground running with a large company!

Contemporary Staffing Solutions (CSS) is a company that exudes unwavering results with urgency, honesty, and integrity. CSS has been a leading provider of contract, temporary, and direct hire solutions. Nationally supporting Salesforce Projects & Managed Services and staffing solutions with a focus in Accounting & Finance, Human Resources, Sales & Marketing, Information Technology, Salesforce, and Call Center & Office. Everyone at CSS operates with pro-active pipelines, the highest business ethics, a winning spirit in our approach, and a team-oriented workflow with real cross-training. The CSS team coaches you with current business intelligence so that we can timely deliver solutions to meet your expectations. Our testimonials on our website tell the story from our clients and candidates—check them out!

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Jenkintown, PA
USA

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