Job Description

Senior Client Delivery Coordinator

Location: Charlotte, NC (550 S Tryon St)
Duration: 6 Month Contract
Line of Business: Client Lifecycle Management

About the Role

Seeking a Client Delivery Consultant to support our Institutional business with a focus on Derivatives onboarding. This role partners closely with Sales to manage the end-to-end client onboarding lifecycle, ensuring a seamless and timely experience from document collection through account opening and configuration.

This is a highly visible, client-facing role requiring strong coordination across Sales, Relationship Management, Negotiation, and Operations teams. The ideal candidate thrives in a fast-paced environment, excels at relationship building, and brings strong organizational and Excel skills.

Key Responsibilities

• Partner closely with Sales to manage the pipeline of institutional clients being onboarded
• Establish onboarding priorities and provide regular status updates to Sales, clients, Negotiation teams, and Operations
• Submit and track all account opening and new client onboarding requests
• Collect, review, and coordinate required documentation (e.g., organizational documents, tax forms, legal agreements) in partnership with Sales, Relationship Managers, clients, and third-party advisors
• Act as the central point of contact for onboarding matters within the covered business
• Coordinate across multiple internal support teams to ensure timely execution and issue resolution
• Maintain detailed tracking and reporting of onboarding progress using Excel-based tools
• Proactively identify bottlenecks and drive solutions to keep onboarding timelines on track

Required Qualifications

• Excellent verbal, written, and interpersonal communication skills
• Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, and PowerPoint)
• Strong Excel skills with the ability to manage and maintain detailed tracking spreadsheets

Desired Qualifications

• Experience working with institutional clients, preferably within Corporate & Investment Banking environments
• Exposure to Derivatives products and related documentation
• Project management experience or demonstrated ability to manage multiple workstreams simultaneously
• Familiarity with client onboarding and data management processes
• Ability to thrive in a fast-paced, deadline-driven environment
• Strong relationship-building skills and the ability to navigate across multiple departments
• Highly organized, detail-oriented, and proactive problem-solver

What Makes This Role Unique

This position sits at the center of a complex, high-impact onboarding process for institutional derivatives clients. Success in this role requires a combination of operational discipline, client-facing professionalism, and the drive to coordinate across multiple stakeholders to deliver results.

If you are a motivated professional who enjoys building relationships, managing moving parts, and driving processes forward in a dynamic environment, we encourage you to apply.