Markets Client Onboarding
Insight Global
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 workstreams, 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. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to View email address on click.appcast.io. Skills and Requirements 1+ years of client onboarding Experience onboarding commercial or institutional clients Strong attention to detail Understanding of KYC and AML policies #J-18808-Ljbffr Insight Global
$65k - $75k
Intermediate Client Onboarding Manager - Mid-Market Retirement Apply locations Work From Home, USA time type Full time posted on Posted 22 Days Ago job requisition id R20057500 Job Family Transactions / Client Processing Job Description Summary Oversee the onboarding of...SuggestedFull timeContract workWork at officeRemote workWork from home$48 - $50 per hour
...recruiter to learn more. Base pay range $48.00/hr - $50.00/hr Title: Client Onboarding Specialist Location: New York, NY (Hybrid) Key Responsibilities Manage end-to-end onboarding processes for Markets (e.g., Sales & Trading, Capital Markets, Global Markets) from...SuggestedContract work$150k - $190k
...Offers Bonus Talos: Institutional Fabric for Digital Asset Markets Founded in 2018, Talos provides institutional‑grade trading technology... ...play a crucial role in building something extraordinary. Client Onboarding Specialist Talos is seeking a Client Onboarding Specialist to...SuggestedFull timeWork at officeRemote workAfternoon shift$70k - $85k
## Client Onboarding AssociateApplylocations: New York, New York, United States of America: St. Petersburg, Florida, United States of Americatime type: Full timeposted on: Posted Todayjob requisition id: 868223Fiduciary Trust International is a premier investment and wealth...SuggestedWork at officeLocal areaFlexible hours- Client Onboarding Analyst Apply (opens in new window) Job Req Id: 26958029 Location(s): Kyiv City, Ukraine Job Type: On-Site/Resident Posted: Apr. 27, 2026 Discover your future at Citi Working at Citi is far more than just a job. A career with us means joining a team of...SuggestedFull time
$75k - $85k
...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! 2+ years of experience in Account On-boarding/Customer Service Serve as primary point of...Full time- Client Onboarding Associate (Treasury and Cash Management) Position Summary Client Onboarding Associates own the day-to-day execution of client onboarding for Treasury and Cash Management, advancing requests with speed, precision, and follow-through. This role requires...Work experience placementWork at officeShift work
$120k - $150k
...is the AI platform powering global debt markets — the world’s largest asset class at over... ...information in credit markets. It gives clients secure access to confidential issuer... ...from day one. You’ll build and run our onboarding and support model from the ground up, helping...Summer workLocal areaWorldwideFlexible hours$35 - $50 per hour
Title: Client Success Lead Job Type: Contract Contract Length: TBD Pay Range: $35-50... ...acting as the bridge between sophisticated market participants (Lenders, Agent Banks) and... ...Deliverables Platform Implementation & Onboarding:Orchestrate the technical onboarding of...Contract workWork at officeImmediate start3 days per week- Title Client Operations Onboarding Manager Reports to Director of Client Operations Location Remote, USA or Any PaulHood Office About the Role At PaulHood we are transforming the mid‑market CPA industry with an entirely new model. Our year‑round membership model provides...Work at officeLocal areaRemote workShift work
- Phaxis is seeking a Client Onboarding Lead in New York, NY, to manage the end-to-end onboarding process for institutional clients. This role requires strong project management skills and excellent client-facing communication. The ideal candidate will have over 3 years of...Work at office
- Franklin Templeton Investments is seeking a Client Onboarding Associate to enhance our Client Services team in New York, NY. The role demands excellent client service skills to deliver smooth onboarding for new clients. The ideal candidate will have a background in financial...
$78.32k - $109.28k
A global financial services firm in New York seeks a professional for a Client Onboarding role. The ideal candidate will have 2-5 years of relevant experience and strong analytical and interpersonal skills. Responsibilities include client onboarding, risk assessment, and...$75k - $85k
NewEdge Wealth LLC. is seeking a Client Service Analyst in New York City to enhance the client experience by providing exceptional service and operational support. Responsibilities include educating clients on account services, processing service requests, and maintaining...- Stretto is seeking a Client Onboarding Associate for Treasury and Cash Management in the United States. This role requires excellent communication skills and the ability to manage multiple client requests efficiently. Responsibilities include coordinating onboarding workflows...
- Department / Team Purpose The Client Onboarding team sits within the Operations department and is dedicated to delivering a seamless and efficient onboarding experience for our clients. From initial engagement through to go‑live, the team manages the full onboarding lifecycle...
- ...improving efficiency, productivity, and scalability—allowing clients to focus on what matters most. In this role Manage and grow... ...forecasts, and growth pipeline in CRM tools Collaborate with onboarding and operations teams to support client success We are looking...Remote workWork from home
- Remote Client Onboarding Specialist Task Buddie is growing quickly, and we’re looking for a motivated Client Onboarding Specialist to join our growing sales team. In this role, you’ll work with new and prospective clients after initial interest is established, guiding them...Remote job
$95k - $125k
Nomura Holdings, Inc. in New York, NY, seeks an experienced Client Onboarding professional. You will lead client onboarding processes, ensuring excellence and innovation while being a key representative of the firm. The ideal candidate has significant experience in client...Flexible hours$65k - $90k
...Support the direct team manager on all onboarding processes as part of the Institutional Onboarding... ...This role partners closely with Sales, Clients, Credit, Compliance, Legal, and... ..., certifications and licenses obtained. Market and organizational factors are also considered...Work at officeLocal areaRemote work- Puulse Marketing is seeking a Client Implementation & Onboarding Specialist to manage the post-sale journey for US clients. The role involves gathering client requirements, collaborating with technical teams, and ensuring successful website launches. Success in this role...Remote job
- ...PMO) is hiring a Senior Project Manager to drive execution of client onboarding and conversion programs. This position leads end-to-end... ...plus. Knowledge of the financial services industry, security markets and investment types. Ability to interact and build effective...Work experience placementWork at officeFlexible hours
- Paystone is seeking an Onboarding Specialist to oversee the onboarding lifecycle for high-volume... ...fast-paced role requires 4+ years of client onboarding experience and expertise in... ...development alongside competitive compensation tied to market data. #J-18808-Ljbffr PaystoneWork from home
$105k - $130k
...team is seeking a technically strong, highly organized onboarding lead to coordinate new client implementations from kickoff through go‑live. You will... ..., travel requirements, sales or revenue‑based metrics, market benchmarking data, collective bargaining agreements, and...Work at officeLocal areaShift work- UHY-US is seeking a Healthcare Client Onboarding Specialist to manage client onboarding and engagement efforts. This fully remote position emphasizes a client-focused approach, helping prospective clients navigate services and manage their inquiries effectively. Ideal candidates...Remote job
- ConsciousAbraxas is seeking a part-time remote Client Intake & Systems Coordinator to facilitate smooth operations. You will manage client intake and onboarding processes, ensuring an effective experience for all clients. The ideal candidate possesses strong communication...Remote jobPart time
- The Strategic Implementer is hiring a full-time Remote Operations / Client Service Associate to manage daily client service requests, oversee client onboarding, and develop internal processes while working from home. This role requires strong interpersonal skills, the ability...Remote jobFull timeWork from home
$72k - $80k
A financial services company located in New York is seeking an Asset Management Associate to support the onboarding and servicing of clients. The role requires expertise in asset management processes and strong customer service skills. Candidates should have 3-5 years of...- JPMorgan Chase & Co. is looking for an Onboarding Product Manager in New York to develop and execute the product vision and roadmap. The... ...strong communication skills. Experience in asset management or client services is preferred. Join a team that drives client experience...
- Framework Ventures is seeking a Senior Client Onboarding Specialist to manage the entire client onboarding process from initial engagement through activation. This role involves collaborating closely with stakeholders across Sales, Compliance, and Technology to ensure a...
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