Client Service Consultant 3 (San Francisco)
Long Term Temp (> 30 Days)
A Fortune 100 Financial Services company is seeking a Client Service Consultant in downtown San Francisco!
The CSC in Counterparty Documentation supports the derivative & security products CSC is responsible for supporting internal and external customers by providing a variety of support services in account management, documentation, and customer service.
Creating and tracking of various legal agreements records covering derivatives and swaps for various lines of business.
Assist in managing shared mailbox by responding to requests which may include research to resolve any issues or forwarding requests to appropriate contact.
Monitoring reports to ensure data integrity of information in records in system of record which may include researching any inconsistencies and updating records as appropriate.
Supports Counterparty Doc Negotiator with reviewing documentation, reviewing agreement terms, researching issues, and project work.
Serves as subject matter expert on reviewing documents and special projects related to regulatory matters.
Ability to meet strict deadlines and take direction from more senior CSC, documentation negotiators and attorneys and resolve issues and matters which may involve substantial legal or factual complexity.
Facilitate the flow of information and track receipt of incoming request with regard to loan and credit support documentation in addition to organizational documents of company customers.
May draft Hedging Authority resolutions which identifies the signing and capacity authority for customers.
Responsible for requests for missing information/documentation to the appropriate parties and continue to follow up until the documentation packages are complete.
Verify the accuracy of records across systems including but not limited to legal name searches of customers and raise discrepancies with other groups as necessary.
May provide support to Sales teams requiring a high degree of written and oral communication.
Maintain databases to ensure that the status of receipt of prerequisite documentation is up-to-date and may be accurately relied upon for reporting.
Prepare documentation packages for authorized signatures, including the review of counterparty names, signature blocks, and the consistency of the documentation with the client records.
Verify that legal agreements have been properly recorded in the systems.
Send /Track outgoing documentation and notify the Negotiators of any discrepancies.
Review and resolve noncompliant items in a timely and proactive manner.
Provide guidance to lower level staff.
5+ years' experience in client service or related business experience.
Familiarity of derivative documentation and financial products (securities and/or OTC derivatives) a plus.
Experience with Filenet P8, Filenet 4.1 and Salesforce applications.
Plus if familiar with Markit site, ISDA site, Dodd Frank and GMEI.
On Call Staffing Solutions, Inc. is an Equal Opportunity Employer – Minority/Female/Disability/Veterans. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.