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Onboarding Lead — Institutional Clients

Job in New York, New York County, New York, 10261, USA
Listing for: Phaxis
Full Time position
Listed on 2026-03-01
Job specializations:
  • Business
    Regulatory Compliance Specialist
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Location: New York

A financial services company in New York is seeking a skilled individual to lead the onboarding process for institutional clients. The role requires 3+ years of client onboarding experience and strong project management skills. You will be the main point of contact, guiding clients through complex requirements while collaborating with internal teams. Familiarity with U.S. AML/KYC regulations and excellent communication skills are essential.

This position offers a dynamic environment focused on operational excellence.
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