Client Management Specialist
Core
Trusted onboarding partner for institutional clients, driving mandates from initiation to trading readiness while managing cross-functional dependencies.
Role type
Senior IC client management specialist (capital markets)
Builds
Trading-ready onboarding mandates for institutional clients
Domain
Global financial services / Capital markets
Required skills
Institutional client relationship management, Cross-functional onboarding coordination, Global Markets product knowledge, Regulatory onboarding (KYC/AML/Legal), Stakeholder mobilization, Process optimization
Preferred skills
Equities onboarding experience, Securities Lending, Listed Derivatives, Synthetic Prime Brokerage, Dodd-Frank/MiFID II frameworks
Technologies
UiPath, Alteryx, Python, SQL, Tableau, SharePoint
Responsibilities
Own portfolio of institutional-client onboarding mandates, Drive onboarding from initiation to trading readiness, Coordinate requirements across KYC/AML/Tax/Legal/Regulatory, Engage clients proactively to manage expectations, Resolve day-to-day blockers independently, Partner with Sales and Trading to support onboarding priorities
Seniority
Senior, hands-on IC