Implementation Support Lead
Job Summary
Responsible for day-to-day oversight of new Bank and Broker Dealer implementations, the full-time remote Implementation Support Lead will coordinate efforts across groups to ensure timely account openings and facilitate client contract execution.
Key responsibilities
- Coordinate the execution of client contracts and submit new relationship requirements through approval protocols
- Open client depository accounts within the interSYNC system and ensure accurate setup in partnership with interSYNC technology
- Train clients on system functionality and maintain documentation for business requirements and operating procedures
Required qualifications
- Bachelor's Degree in Arts/Sciences (BA/BS) required
- 8+ years of business experience and product knowledge
- 8+ years of relatable client-facing experience
- Experience in project management and understanding of cash management operational best practices
- Exceptional organizational skills and ability to multitask in a fast-paced environment
Complete Job Description
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