Client Onboarding Specialist

About the Position

The person in this role will support the client facing team in managing the pipeline of new institutional clients. The right candidate for this role will be an enthusiastic self-starter who is willing to get involved and enjoys working in an intense and fast-paced work environment.

• Coordinating the onboarding of institutional clients across multiple internal teams (reporting, settlements, legal, tax, compliance, AML)
• Navigate across large teams and stakeholders
• Prepare reports and routine correspondence with exceptional attention to detail and accuracy.
• Field inquiries to appropriate team members, follow up on emerging issues, and ensure timely responses to urgent issues/activities as they arise.
• Help manage stack of client trading connections setups
• Maintain highest levels of internal and external confidentiality.

About You

• Bachelor’s degree required
• Operational support experience, preferably at a financial services firm
• Proactive and self-motivated with strong organizational, interpersonal and communication skills
• Ability to handle competing priorities and to work effectively in a challenging, fast-paced environment
• Must be discreet, trustworthy and mature
• Positive, professional attitude and presence
• Responsible self-starter with extreme attention to detail
• Reliable, courteous and flexible team player
• Familiarity with CRM software
• Familiarity of Jira or other project management software
• Fluency in English required

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