Client Onboarding Operations Associate
Core
Oversee end-to-end client onboarding from document collection to account initiation, acting as the primary contact for fund launches and resolving issues across IED, FID, OTC Clearing, and Listed Derivatives products.
Role type
Senior IC Client Onboarding Operations Associate
Builds
Operational setups and reporting for new and organic account openings
Domain
Financial Services / Derivatives / OTC Clearing
Required skills
Client relationship management, Cross-functional coordination, Regulatory knowledge (Dodd-Frank, EMIR, MiFID II), Product knowledge (swaps, futures, options, forwards), Process optimization, Problem-solving, Organizational skills, Communication skills
Preferred skills
Technical understanding of transaction life cycle, External institutional client communication, Ability to navigate large organization, Adaptability
Technologies
Account setup platforms, Trading systems, Post-trade processes
Responsibilities
Oversee end-to-end onboarding process ensuring operational setups and reporting are completed ahead of client launch, Partner with Business Units, Legal, Credit, Risk, and Clients to prioritize activities and resolve bottlenecks, Act as primary contact for fund launches and onboarding inquiries, Demonstrate knowledge of entity structures, regulatory requirements, and internal process flows, Maintain awareness of market conventions and regulatory frameworks, Collaborate with internal stakeholders to drive process improvements and implement technology solutions
Seniority
Mid-Senior, hands-on IC