Lead I - Client Onboarding
ChennaiFull-time5–7 yrsPosted 1 week ago
Senior customer support role at UST in Chennai. Needs 5–7 years.
About the role
Lead I - Client Onboarding at UST. The 3rd party onboarding team forms part of the wider Onboarding and Event Management module.
What you'll do
- The 3rd party onboarding team forms part of the wider Onboarding and Event Management module
- The O&EM teams goal is to deliver all onboarding activities required to bring a Client or Client Fund to life on our investment platform
- They are responsible for opening both simple and complex market trading accounts
- Updating and maintenance of Standing Settlement instructions in DTCC
- Setup of third party accounts on our platform to facilitate CFD and Loan accounts
What you need
- Onboarding
- SSIS
- VBA
- SOP writing
- Communication