Job Description
A large financial client is looking for a Markets Client Onboarding specialist. This person will manage the end-to-end integration of hedge funds and institutional clients, facilitating account setup across products like Equities, Fixed Income, and Swaps. Key duties include driving KYC/AML, coordinating legal documentation, and conducting platform training to ensure a smooth, high-quality onboarding experience. They will be assisting in the onboarding of 1500+ entities to a FICC platform.
Client Set Up: They will be reviewing onboarding documentation and entering key static data into internal platforms.
Project Management: Drive the end-to-end onboarding process, managing multiple workstreams, timelines, and milestones for new fund launches or client onboarding.
Account Setup & Onboarding: Coordinate the opening of client accounts, including KYC/AML documentation, legal negotiations, and operational readiness across product lines.
Regulatory & Data Management: Ensure onboarding complies with regulatory timelines (SLAs), maintain accurate records, and adhere to internal AML/KYC policies.
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Required Skills & Experience
- 1+ years of client onboarding
- Experience onboarding commercial or institutional clients
- Strong attention to detail
- Understanding of KYC and AML policies
Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.