Markets Client Onboarding
Listed on 2026-07-01
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Finance & Banking
Regulatory Compliance Specialist, Risk Manager/Analyst, Financial Compliance, Banking Operations
Job Description
A large financial client is looking for a Markets Client Onboarding specialist. This person will manage the end-to-end integration of hedge funds and institutional clients, facilitating account setup across products like Equities, Fixed Income, and Swaps. Key duties include driving KYC/AML, coordinating legal documentation, and conducting platform training to ensure a smooth, high-quality onboarding experience. They will be assisting in the onboarding of 1500+ entities to a FICC platform.
Client Set Up:
They will be reviewing onboarding documentation and entering key static data into internal platforms.
Project Management:
Drive the end-to-end onboarding process, managing multiple work streams, timelines, and milestones for new fund launches or client onboarding.
Account Setup & Onboarding:
Coordinate the opening of client accounts, including KYC/AML documentation, legal negotiations, and operational readiness across product lines.
Regulatory & Data Management:
Ensure onboarding complies with regulatory timelines (SLAs), maintain accurate records, and adhere to internal AML/KYC policies.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances.
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- 1+ years of client onboarding
- Experience onboarding commercial or institutional clients
- Strong attention to detail
- Understanding of KYC and AML policies
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