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

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