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Client Onboarding Analyst

$30 - $33 per hour

Russell Tobin

Client Onboarding Analyst - Financial Institutions Group (FNBG) Location: New York, NY | Job Type: Full-time/Contract About the Role We are seeking a detail-oriented Client Onboarding Analyst to support the end-to-end onboarding of institutional clients, ensuring regulatory, legal, and operational requirements are completed accurately and on time. You will work closely with Sales, Legal, Compliance, Operations, and clients to deliver a seamless onboarding experience. Key Responsibilities Manage end-to-end client onboarding and account opening. Coordinate KYC, AML, and due diligence requirements. Support negotiation and execution of trading agreements (ISDA, MRA, CDEA, MSFTA). Partner with internal teams and clients to resolve onboarding requirements. Ensure timely onboarding while meeting regulatory and business deadlines. Deliver excellent client service and support process improvements. Qualifications 1-3 years of experience in Client Onboarding, KYC/AML, Investment Operations, Financial Services, or Client Services. Strong communication, organizational, and multitasking skills. High attention to detail and client-focused mindset. Knowledge of onboarding, KYC/AML, and trading agreements (ISDA, MRA) is preferred. Pay Range- $30.00 - $33.00/hour Benefits Info Russell Tobin offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors. #J-18808-Ljbffr Russell Tobin

Vacancy posted 1 day ago
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