Client Onboarding Associate
$95k - $125kNomura America Securities LLC
Get AI-powered advice on this job and more exclusive features. The base pay range for this position at commencement of employment is expected to be between $95K and $125K/year* Company overview Nomura is a global financial services group with an integrated network spanning over 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Retail, Wholesale (Global Markets and Investment Banking), and Investment Management. Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit Department overview CSG (Client Services Group) is a dynamic division of Nomura Wholesale Operations that drives client success across the globe - providing client onboarding, KYC diligence, client outreach, entity data management and sales support. As part of our prestigious Global Markets Client On-boarding team, you will serve as a key ambassador for one of the world’s leading financial institutions while spearheading transformative client onboarding initiatives across the US market. Responsibilities Lead End-to-End Client Onboarding: Take ownership of the complete front-to-back on-boarding journey for new-to-bank clients, servicing as their primary advocate and guide through Nomura’s processes. Drive Client Excellence: Communicate with and expertly direct clients through complex on-boarding requirements including Tax, KYC, AML, Regulatory, and Credit processes, positioning yourself as their trusted Nomura representative. Champion Process Innovation: Proactively resolve on-boarding challenges by leveraging your network of business partners, coordinating strategic advice, and escalating appropriate through management while facilitating critical interactions. Orchestrate Cross-Functional Success: Serve as a central process facilitator, seamlessly coordinating across internal stakeholders (i.e. Business, Operations, Credit, Legal, etc) to deliver streamlined efficient client experiences. Foster Transparent Partnerships: Maintain continuous, strategic communication with clients and internal stakeholders, ensuring transparency and sustained process momentum that reflects our commitment to excellence. Become a Strategic Partner for Innovation: Dive into an exciting world where you’ll master our innovative platforms, skilfully coordinate dynamic, multifaceted communications and build valuable expertise across Nomura’s diverse regulatory areas, all while participating in special projects to give you the opportunity to drive meaningful improvements in operational excellence and make a real impact on client success. Key objectives critical to success Energetic Innovator : Bring boundless energy paired with sharp independent research skills that uncover breakthrough solutions. Confident Communicator : Excel in building relationships with internal and external stakeholder, articulating complex concepts across all platforms while proactively identify and addressing emerging opportunities. Client Champion : Shine in client interactions with polished professionalism that elevates every engagement. Results Driven Achiever : Thrive with an instinctive sense of urgency, taking swift, purposeful action that delivers exceptional outcomes. Possess a sound sense of urgency in being able to act promptly and with intention. Proactive Leader : Take ownership of your success by anticipating needs and executing to meet deadlines. Business Enthusiast : Possess a genuine curiosity and passion for diving into the firm’s business ecosystem and building meaningful relationships. Skills, experience, qualifications and knowledge required 3+ years onboarding experience, preferably dealing with financial institutional clients. Proven track record of project leadership in dynamic, fast-paced environment where you thrive under pressure. Demonstration of outstanding project management skills with ability to work in a fast-paced, deadline‑driven environment. Natural talent for client‑focused service with excellent written and verbal communication skills across all levels. Team player with ability to build consensus. Organized with high attention to detail and able to problem‑solve quickly and efficiently. Ability to manage high volume requests, while being flexible and dynamic in execution. Knowledge of Microsoft Suite, SharePoint and PowerBI is a plus. Understanding of US AML/KYC/Regulatory requirements (familiarity with EMEA regimes a plus). Knowledge of products governed by ISDA/CDEA/MRA/MSFTA trading agreements. Explore Insights & Vision Identify the underlying causes of problems faced by you or your team and define a clear vision and direction for the future. Making Strategic Decisions Evaluate all the options for resolving the problems and effectively prioritize actions or recommendations. Inspire team members through effective communication of ideas and motivate them to actively enhance productivity. Elevate Organizational Capability Engage proactively in professional development and enhance team productivity through the promotion of knowledge sharing. Inclusion Foster a culture of inclusion and psychological safety in the workplace and cultivate a "Risk Culture" (Challenge, Escalate and Respect). *Base pay offered may vary depending on multiple individualized factors, including market location, corporate and functional title and duties, job‑related knowledge and advanced degrees, skills, and experience. The total compensation package for this position may also include other elements, including a sign‑on bonus, restricted stock units, and discretionary awards in addition to a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, employee will be in an “at‑will position” and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors. Nomura is an Equal Opportunity Employer Seniority level Associate Employment type Full‑time Job function Administrative and General Business Industries Banking, Investment Banking, and Investment Management #J-18808-Ljbffr Nomura
$70k - $85k
...to develop holistic strategies to optimize clients’ portfolios while mitigating the impact of... ...development happening around the world.Client Onboarding AssociateFiduciary Trust International is hiring a Client Onboarding Associate to join our Client Services team in either...SuggestedWork at officeLocal area$70k - $85k
...professionals work together to develop holistic strategies to optimize clients’ portfolios while mitigating the impact of taxes on their... ...business development happening around the world. Client Onboarding Associate Fiduciary Trust International is hiring a Client Onboarding...SuggestedWork at officeLocal area$55k - $65k
...strategic insight, and innovative solutions. We are currently seeking a skilled Medical Biller to join our Client Implementation team, ensuring a smooth onboarding process for new physician accounts. This is a full‑time, in‑person role located in Queens, New York....SuggestedFull timeTemporary workWork at officeFlexible hours- A global financial services firm is seeking a client onboarding specialist to help onboard new clients and manage ongoing relationships. Responsibilities include facilitating the onboarding process, managing live account setups, and supporting sales and marketing teams....Suggested
- Role description: Lead End-to-End Client Onboarding: Take ownership of the complete front‑to‑back onboarding journey for new‑to‑bank clients, servicing as their primary advocate and guide through Nomura’s processes. Drive Client Excellence: Communicate with and expertly...SuggestedFlexible hours
- ...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...
$33 - $34.55 per hour
A consulting firm in New York is seeking an Associate in Finance to coordinate client transitions and account maintenance. The role requires supporting client inquiries, managing communications, and preparing reports. The ideal candidate will proactively meet client needs...Hourly payContract work- 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...
- ...and guide customers' trust during crucial onboarding moments. Join a team where your expertise... ...we serve. As a Senior Customer Success Associate in Connected Commerce on the Wallets and Lending team, you support our clients throughout their journeys with our products...Work visa
$80k - $110k
...Responsibilities Serve as a dedicated point of contact for all day-to-day client inquiries Maintain CRM system with client records, activity and... ...to improve the overall efficacy of the team Manage the client onboarding process by providing support and direction for complex investor...Local areaFlexible hours$55k - $90k
...Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our... ...meet compliance standards, research and resolve problems, onboard new accounts, process and maintain account records, implement...Full timeFlexible hours$100k - $120k
...Client Success Associate Location: This position is based in New York City, and in-office attendance is required Monday-Friday Who... ...space. What you'll be doing: Lead new client onboarding, ensuring a smooth and engaging transition onto our platform...Work at officeMonday to Friday$100k - $120k
...personal goals is the best way to help our clients and advance our business. With a 200-... ...is currently recruiting a Senior Client Associate to join our Latin America private banking... ...for current accounts and overseeing onboarding of client relationships. Investment Execution...Work at officeLocal area$80k - $100k
...The Client Associate is a client-facing role supporting the Quality Equity Group’s mutual fund, institutional and private wealth business... ...hands-on, high-touch administrative and service support across onboarding, account management, and day-to-day client needs. In...Local areaShift work$55k - $90k
...integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to... ...compliance standards, research and resolve problems, onboard new accounts, process and maintain account records,...Full timeFlexible hours$85k - $100k
...Client Care Relationship Associate New York, NY Piermont Bank is a boutique specialty commercial bank focused on serving modern businesses with... ...process knowledge to answer questions and discern/relay onboarding requirements, steps, expected timeframes and status for...Remote work$68k - $80k
...Job Summary The Client Development Associate works in partnership with the Regional Vice President and Wealth Management Team to ensure new clients... ...helping to drive leads to close. Essential Job Functions Onboarding new clients to Mercer Advisors efficiently and...Temporary workLocal areaFlexible hours- Globe Life AO is seeking motivated individuals for the fully remote position of Client Relations Associate. This entry-level role involves maintaining client records, assisting with onboarding, and supporting project coordination. Ideal candidates should have strong...Remote job
$80k - $110k
...Group in New York is seeking a motivated professional to handle client inquiries and manage the CRM system. This role involves supporting the sales team on various projects and ensuring effective onboarding for clients. Ideal candidates will have a Bachelor's degree and...Flexible hours- The Client Associate will play a pivotal role in supporting the Client Advisors Team. The person in this role will collaborate with internal... ...and discussions. Lead information gathering and onboarding process of new clients. Complete setup, maintenance, and ongoing...Flexible hours
$98.96k - $148.44k
...objectives. This individual plays a pivotal role impacting the client experience. This role requires internal collaboration partnering... .... Responsibilities Applies specialized knowledge related to onboarding in order to complete monitoring, assessment, analysis, and evaluation...Full time$60k - $80k
Client Solutions Associate Observer Media, home to the iconic brands Commercial Observer and Observer, is looking for a creative, organized and... ...lifecycle with industry associations and strategic partners, from onboarding through renewal Coordinate fulfillment of partnership...Work at office$80k - $105k
...corporate, institutional, and municipal clients. It connects a diverse client base to local... ...a variety of client service functions associated with supporting the strategic... ...proactive outreach to clients Assist with onboarding activities including initial client setup...Work at officeLocal areaRemote workWork from homeWorldwide- ...POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private... ...in digital tools (e.g. MSOnline, eSign, eAuthorization) Onboard and maintain client accounts, including collecting client information...Work at officeLocal area
$55k
..., finance, and accounting positions. Your Career Path The Client Services Associate role is a clear, structured path toward becoming a full lifecycle... ..., managing the feedback loop, interviews, placement, and onboarding By your second year, you will operate with greater...Work experience placementInternship$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin... ...asset transfers in accounts Plan and manage new account onboarding process including SMA and alternative investments Closely...Work at office- ...Client Service Associate Axelon is a leading provider of staffing solutions, dedicated to connecting talented professionals with rewarding opportunities... ...communicates with clients and focuses on supporting the onboarding of new client accounts, delivering reports to clients, and...Work experience placement
- ...Please find the job description below for the position of "Client Service Associate" with our top client "Invesco" . Share your updated resume... ...include: Providing operational support and data entry for onboarding clients and processing ongoing activities Working with...Contract work
$67k - $80k
...management firm based in New York City, with clients nationwide. We offer relationship‑based... .... Position Overview As a Client Service Associate (CSA) at Christopher Street Financial,... ...in‑office. What You’ll Do New Client onboarding (End-to-End Account Lifecycle) New Account...Work experience placementWork at office- ...and grow profitably. We're expanding our Client Support team to strengthen our coverage... ...wider US client base. The Client Support Associate is the frontline owner of inbound client... ...directly using approved playbooks (onboarding steps, high-level platform rules, billing...Immediate startRemote workNight shiftWeekend work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Onboarding Associate. Be the first to apply!
- client engagement associate New York, NY
- client relationship associate New York, NY
- client services associate New York, NY
- registered client associate New York, NY
- client account associate New York, NY
- client solutions associate New York, NY
- client success associate New York, NY
- senior client service associate
- client training associate
- client engagement associate


