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 operational issues across IED, FID, OTC Clearing, and Listed Derivatives products.
Role type
Senior IC Client Onboarding Operations Associate
Builds
Operational setups, reporting, and client account launches for institutional clients
Domain
Financial Services / Derivatives / Institutional Client Onboarding
Required skills
Client relationship management, Cross-functional coordination, Regulatory knowledge (Dodd-Frank, EMIR, MiFID II), Process optimization, Problem-solving, Organizational skills, Technical understanding of transaction life cycle
Preferred skills
Experience with external institutional client communication, Ability to navigate large organization, Presentation skills, Adaptability to changing environments
Technologies
Account setup platforms, Trading systems, Derivatives products (swaps, futures, options, forwards)
Responsibilities
Oversee end-to-end onboarding process from document collection to account initiation, 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 and regulatory requirements, Drive process improvements and implement technology solutions, Manage complex conversations and escalate issues with urgency
Seniority
Senior, hands-on IC