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Onboarding Specialist
Ref No.: 18-02431
Location: Chicago, Illinois
Position Type:Contract
On-Boarding Specialist

At Infinity Consulting Solutions (ICS), we pride ourselves in getting to know our candidate further than the bullet points on their resume. We want to know what your long-term goals and ambitions are to make sure we help you make long term career moves. ICS has excelled in creating strong relationships with top performing companies in the Chicago market which has opened many doors for driven professionals like you for many years.


Coordinate the customer and internal account on-boarding & off-boarding processes ensuring efficient workflow and rigorous follow-up with various departments including AML, Credit/Risk, Legal, E-Solutions, Treasury, Client Services and Business Data in North America and globally
Analyze and determine account documentation required based upon counterparty type and products traded as well as approving adequacy of account documentation and financial information received from prospective customers
Work closely with the front office, providing continuous feedback on status of accounts,
and meet with prospective clients both in-person and remotely
Help the front office bring in new business swiftly and accurately, finding custom solutions to clients' needs
Participate in committees and meetings as required related to clients, on-boarding coordination, new activities, products and exchanges
Learn a variety of systems, hone expertise, and provide demos to other departments
Implement new processes and participate in the launch of new systems

3 - 7 years in the financial industry
Client On-Boarding or Client Services
Engage with the team, ask questions, and document answers to be leveraged going forward
Quickly learn and adapt to new and changing systems, processes, procedures, rules and regulations
Advanced Microsoft Excel Skills
Strong data manipulation and metrics gathering skills
Strong sense of art design when creating charts, graphs, and slides
Wide breadth of financial knowledge such as Equities, Fixed Income, OTC, Futures, Options, etc.