Client Onboarding Support

Payrate

$43.00 - $44.00/hr.

We are seeking a contractor to support the Financing Solutions Onboarding team, with a primary focus on Equity Swaps onboarding activities. This individual will provide onboarding support throughout the client onboarding lifecycle, assisting with documentation management, onboarding work streams, status tracking, and stakeholder coordination. The successful candidate will work closely with Front Office, Operations, Credit, Risk, Compliance, AML/KYC, Legal, and other internal stakeholders to support onboarding activities and deliver a high-quality client experience.

The role requires strong organizational skills, attention to detail, and the ability to manage multiple onboarding work streams simultaneously. The individual may support a variety of Financing Solutions onboarding activities as business needs require, with most of their focus expected to be on Equity Swaps onboarding.

• Support onboarding activities across the Financing Solutions Onboarding team, with a primary focus on Equity Swaps.
• Collect, review, and organize onboarding information and supporting documentation.
• Prepare and distribute onboarding packages, questionnaires, information requests, and status updates.
• Maintain onboarding trackers and workflow tools to monitor progress against key milestones.
• Follow up with clients and internal stakeholders on outstanding onboarding requirements.
• Support the coordination of onboarding activities across Front Office, Operations, Credit, Risk, Compliance, AML/KYC, and Legal teams.
• Maintain accurate records and documentation throughout the onboarding process.
• Produce onboarding status reports and management updates.
  
  Support account setup and onboarding readiness activities.
• Assist with post‑onboarding requests and related administrative activities.

• 3-5 years of experience in client onboarding, account onboarding, operations, middle office, or a related financial services role.
• Strong organizational and project coordination skills.
• Ability to manage multiple priorities and deliverables in a fast‑paced environment.
• Excellent verbal and written communication skills.
• Strong attention to detail and problem‑solving abilities.
• Proficiency with Microsoft Excel, Word, Outlook, and PowerPoint.

• Experience supporting derivatives, securities finance, financing solutions, prime services, or capital markets products.
• Familiarity with client onboarding and account opening processes within financial services.
• Understanding of OTC derivatives and collateral management concepts.
• Experience working with cross‑functional stakeholders including Operations, Risk, Compliance, Credit, AML/KYC, and Legal teams.

The typical base pay for this role across the U.S. is $43.00 - $44.00/hour. Non‑exempt positions are eligible for overtime at a rate of 1.5 times the base hourly rate for all hours worked in excess of 40 in a work week, or as required by state or local law. Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education and experience.

Full‑time employees are eligible to select from different benefits packages. Packages may include medical, dental, and vision benefits, health savings accounts with qualified medical plan enrollment, 10 paid days off, 3 days paid bereavement leave, 401(k) plan participation with employer match, life and disability insurance, commuter benefits, dependent care flexible spending account, accident insurance, critical illness insurance, hospital indemnity insurance, accommodations and reimbursement for work travel, and discretionary performance or recognition bonus.

Sick leave and mobile phone reimbursement provided based on state or local law.