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Client Onboarding Analyst
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-01-02
Listing for:
Social Capital Resources
Full Time
position Listed on 2026-01-02
Job specializations:
-
Finance & Banking
Financial Services, Risk Manager/Analyst
Job Description & How to Apply Below
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Social Capital Resources provided pay rangeThis range is provided by Social Capital Resources. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range$75,000.00/yr - $85,000.00/yr
Financial Firm in Midtown, Manhattan is seeking a Client Onboarding Analyst for a full-time position!
Responsibilities- 2+ years of experience in Account On-boarding/Customer Service
- Serve as primary point of contact for new and existing clients
- Familiar with Regulatory requirements related to opening accounts
- Ensure timely and accurate account opening
- KYC, AML, Compliance
- Experience at a self-clearing & introducing broker dealer
- Work closely with Front Office, Technology & Compliance to ensure proper setup across all relevant systems
- Ability to be a self-starter and review and enhance procedures
- Assist with internal and external reviews and audits
Associate
Employment typeFull-time
Job functionFinance
Benefits- Medical insurance
- Vision insurance
- 401(k)
- Paid maternity leave
- Disability insurance
- Paid paternity leave
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