Client Onboarding Specialist

Tradeweb • Denver, CO

3d • $65,000 - $95,000 • Hybrid

About The Position

ICD is treasury’s trusted provider of investment technology and the corporate
client channel of Tradeweb, a leading global operator of electronic marketplaces
for rates, credit, equities and money markets. ICD provides tools for
organizations to independently research, trade, analyze, and report on
investments. With ICD Portal, over 500 organizations across 65 industries in
more than 45 countries gain unbiased access to the market for managing
liquidity. Organizations can manage risk across their entire investment
portfolio with the AI-driven solution, ICD Portfolio Analytics. All of ICD’s
award-winning technology solutions are co-innovated with clients, making ICD a
preferred provider among corporate treasury professionals.

At ICD, our team of dedicated professionals is passionate about fostering a
creative and collaborative culture that leads to company success. As part of
Tradeweb, we share a commitment to prioritize the needs of our clients to help
continually deliver innovative, best-in-class solutions. Our work environment is
fast-paced, dynamic, and fun and filled with individuals from diverse
backgrounds and experiences.

Requirements

• 4-year college degree: Business, Finance, Economics degree strongly preferred
• Client account document preparation, detail-oriented paperwork completion strongly preferred
• Previous internship or office experience strongly preferred
• Client/Customer Service experience strongly preferred
• Financial Services exposure preferred
• Experience utilizing Salesforce preferred

Responsibilities

• Serve as a key point of contact to guide prospects and clients throughout the onboarding process, including new account opening, transition and integration into the Tradeweb’s ICD portal.
• Drive the new account process with prospects and clients to ensure a focused, efficient and excellent onboarding experience.
• Conduct pre-sales demo for prospective clients and trainings for existing clients of Tradeweb’s ICD portal.
• Demonstrate outstanding client service attitude, support and skills to ensure a top-notch, first impression of Tradeweb.
• Pre-fill and review new account paperwork with all details, initiate and submit new account and account transfer requests with no errors, and complete post account setup requirements to ensure timely and accurate results.
• Prioritize multiple requests and accounts, closely monitor progress and follow up immediately to proactively and professionally.
• Maintain consistent communication with all sales reps about their clients’ and prospects’ accounts. Build strong relationships with internal team members to ensure alignment on client and fund company expectations and turnaround times.
• Research and respond to servicing and operational inquiries from multiple fund companies as well as prospects, clients and sales reps to ensure timely, accurate and detailed responses are provided. Coordinate, secure needed approvals and resolves issues to complete all paperwork signatures and documents with fund companies. Foster productive working relationship with fund company partners to ensure efficient and excellent deliverables.
• Use technology tools such as Tradeweb’s ICD portal and PowerBI to gather data. Maintain account information records, updating Salesforce and SharePoint.
• Collaborate and support the global trade desk team as needed to ensure all aspects of onboarding are being implemented well.
• Maintain a continuous improvement mindset to assist in building stronger relationships with internal and external clients and partners.
• Light travel may be required for in-person demos or sales events.

Benefits

• Health Insurance: Highly competitive medical, dental, and vision programs
• Hybrid Environment: Our employees have the flexibility of working in the office and from home.
• Health Care and Dependent Care Flexible Spending Accounts: You may elect to set aside pre-tax earnings to pay for eligible health care and dependent day care expenses for you and your eligible family members.
• Maven Family Building Benefit: Maven offers support for fertility and preconception; pregnancy and post-partum; adoption; surrogacy and pediatrics for children up to age 10. Tradeweb provide a $10,000 lifetime reimbursement towards fertility, egg freezing, adoption and surrogacy expenses.
• Building Wealth - 401(k) Savings Plan: Employees are immediately eligible for the 401(k) plan. Participants may contribute up to 75% of eligible compensation into a traditional 401(k) and/or Roth 401(k). Tradeweb will match 100% of the first 4% of compensation that you contribute.
• Pre-Tax Commuter Benefits Program
• ARAG Legal Services
• Employee Assistance Program
• Tuition Reimbursement
• Financial Wellness Tools
• Travel Assistance Benefits
• Pet Insurance
• Corporate Gym Subsidies
• Wellness Perks
• Paid Time Off and Parent leave

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level