Skills

Communication Negotiation Sales Training Business Management Project Management Strategic Planning

Job Specifications

Client Onboarding Coordinator

Hybrid - Charlotte, NC

6-month Contract (W2), Weekly Pay (40 hours/week)

Pay Rate: $47/hr.

Desired Start Date: 3/16/2026

Calculated Hire is in search of a Client Onboarding Coordinator for our Fortune 100 Financial Services company. You will be responsible for the following components:

Job Description:

The role of the Onboarding and Customer Set-up Coordinator is to manage client onboarding for certain sales desks within the Corporate and Investment Bank. This position will support the Sales team and report to the New Business Management Group, focusing on the Sponsored Products group, specifically Repo/Sponsored Repo products.

In this role, you will:

Work closely with the Sales team to manage the pipeline of clients being on-boarded, establish priorities and provide regular status updates to Clients. Sales, clients, the Negotiation Team and Operations
Assist with the design and implementation of an enhanced onboarding process including onboarding checklist, milestone tracking and documenting procedures/best practices.
Submit requests for all account opening / new client onboarding requests.
Partner with Sales, Relationship Managers, clients, or third-party advisors (as applicable) to collect relevant agreements and documents to hand-off to Operations and Negotiation teams (e.g., organizational documents, Tax forms, etc.)
Act as a central point of contact for onboarding matters related to the covered business in terms of:
Setting priorities
Driving execution
Providing client documents
Questions regarding client set-ups
Tracking and reporting on status
Coordinate with the Negotiation Team to ensure that the necessary documentation is in place
Work with Operations to ensure timely account opening.
Work with the client and the desk to ensure platform mappings are completed.

Required Qualifications

2+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work or consulting experience, training, military experience, education.
Excellent verbal, written, and interpersonal communication skills
Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills

Desired Qualifications

Project Management/Financial Services experience
Familiarity with Client Onboarding, Data Management
Ability to work in a fast-paced deadline driven environment.
Build relationships and partner with multiple groups to drive resolution

About the Company

Calculated Hire is modernizing the professional services and staffing industry. When it comes to building teams, we understand that your organization's culture is key to its success. We customize solutions to your unique needs through staff augmentation, the design and implementation of advisory services, and workforce transformation with our patented Elevate program. Calculated Hire is an equal opportunity employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin,... Know more