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- ...brands tell their story with powerful influencer & content marketing technology. Upfluence’s software allows brands and agencies... ...offices in NYC, Mexico City, and Lyon. About the position As the Client Onboarding Specialist, you will report to the Director of Customer...Suggested
$80k - $110k
...Department: Corporate Function Job Summary eClerx is seeking a Client Onboarding Analyst for the client onboarding team. The Client Onboarding... ...Global Corporate and Investment Bankers as well as Global Markets Sales. The team's responsibilities include identifying and developing...SuggestedFull timeWork at office$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$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$90k - $125k
Job Summary Top-tier Investment Bank firm in Midtown, Manhattan is seeking a Client Onboarding AVP for a permanent position! Base Pay Range $90,000.00/yr - $125,000.00/yr Responsibilities Use strong communication skills (verbal and written) in order to on-board new clients...Permanent employmentFull timeLocal area- ...PM EST Location : New York City, hybrid The Project Manager (Client Onboarding) will play a pivotal role in supporting sales and onboarding... ...maintain data quality and generate reports. Knowledge of financial markets, investment processes, or withholding tax preferred but not...Monday to Friday
- 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
- 1340 Guggenheim Partners Investment Management, LLC is looking for a Client Service Specialist to join its team in New York City. This role requires effective management of client relationships and support for institutional clients, necessitating strong communication skills...
$55k - $65k
Asset Living is seeking a Client Services Specialist to manage property onboarding and offboarding processes. This position involves building strong client relationships and ensuring high levels of customer satisfaction. The ideal candidate will have a Bachelor’s degree...Remote work$52.5k - $92.1k
Columbia Threadneedle Investments is hiring a Client & Account Administration Analyst in New York. The role involves managing onboarding processes for retail client accounts, ensuring accurate documentation, and maintaining compliance. Candidates should have a Bachelor...Full timeFlexible hours$48k - $65.3k
Teachers Insurance and Annuity Association of America is looking for a Client Service Associate in New York, NY. In this role, you'll partner with associates across Global Client Group to support onboarding new client accounts and enhance the client experience. This...$98.96k - $148.44k
Citibank (Switzerland) AG is seeking a Client Experience Associate SAFE Act in New York. This role focuses on enhancing client experience... ...and involves collaboration with sales teams to streamline the onboarding process. Ideal candidates should have 5-8 years in financial...$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...- ...service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has... ...our business, for clients, and for you Role: Senior Client Onboarding Manager Role Location: Valencia Employment Type: Permanent...Permanent employmentWork at officeWorldwide
- Ncontracts is seeking a TPRM Implementation Specialist responsible for managing client onboarding and ensuring successful product adoption. The role demands strong influencing skills and the ability to work both independently and collaboratively. Ideal candidates will have...Work at office
- ...allocators, sponsors, and service providers to digitize the entire onboarding, investment, and reporting process for alternative investments... ...errors, saving time and money. Our mission is to give our clients control and reduce friction for a very painful investment...
- Nuveen is seeking a Client Service Associate in New York, NY to enhance client and distributor interactions. Responsibilities include client onboarding, ensuring effective communication, and coordinating account maintenance activities. The ideal candidate will assist in...
- A financial services firm based in Pennsylvania is seeking a Client Service Associate to provide comprehensive operational and administrative... ...this role. Responsibilities include creating reports and supporting client onboarding processes. #J-18808-Ljbffr Waldron Private Wealth
- ...support to Independent Financial Professionals in New York. This role involves managing day-to-day requests and ensuring high-level client service and compliance. Candidates should have a Bachelor’s degree in Business Administration or Finance, with at least 3 years of...
- Upfluence is looking for a Client Onboarding Specialist in New York City to enhance the onboarding experience for clients. You will ensure... ...through software usage, troubleshooting, and understanding their marketing objectives. A comprehensive compensation package, medical...
$28 per hour
Creative Solutions Services, LLC in New York, NY is seeking a Client Service Associate to enhance client experiences by coordinating transitions and supporting ongoing client needs. You will work directly with our Global Client Group, providing essential support throughout...Hourly pay- Goldman Sachs Bank AG is hiring an Associate for its Global Banking & Markets Operations in New York. The successful candidate will coordinate the onboarding of new equity and fixed-income clients, ensuring a smooth experience. The role requires strong technical skills...Work at office
$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 workWorldwide$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- HAL - Manager, Onboard Marketing Department: Guest Svc Employment Type: Fixed Term Contract Location: Global Reporting To: Asst Hotel General Manager Description Holland America Line, a premium cruise brand known for its timeless elegance and exceptional guest experiences...Fixed term contractWork at officeShift work
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- Required Skills Strong understanding of fund accounting principles and asset servicing operations. Experience in client onboarding and financial data validation. Hands‑on experience querying enterprise databases such as Snowflake and Oracle. Strong SQL and data analysis...
- A growing fintech company in New York is looking for a motivated Project Manager to oversee client software implementations. You will drive project timelines, manage client relationships, and collaborate with Product Managers to enhance the platform. The ideal candidate...
- Included Health is seeking a Client Onboarding Implementation Specialist to provide tactical support and configuration expertise for seamless client onboarding. The role involves managing client support tickets, performing system configuration, and ensuring quality assurance...
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