Client Onboarding Analyst
Apex Systems Inc
Client Onboarding Analyst
Location: Jersey City, NJ or Boston, MA (Partial Remote, 3 days onsite)
Employment Type: Contract
Role Overview
We are seeking a senior-level Client Onboarding Analyst to support securities lending clients across equities and fixed income products. This role owns the end-to-end client onboarding process, managing multiple concurrent projects while serving as a primary client-facing partner. The ideal candidate brings strong securities lending operations experience, excellent communication skills, and the ability to translate business needs into clear operational and technical requirements.
Key Responsibilities
- Manage 10 to 15 client onboarding projects simultaneously.
- Own the full onboarding lifecycle from documentation and application review through testing and activation.
- Serve as the primary point of contact for clients throughout the onboarding process.
- Apply securities lending business knowledge across equities and bonds to align client needs with available products.
- Support and coordinate client testing using web-based user interfaces and internal systems.
- Troubleshoot onboarding issues related to data, files, documentation, and specifications.
- Translate business requirements into clear specifications and partner with internal teams.
- Lead frequent client calls and provide guidance throughout the onboarding process.
- Act in a pre-sales support capacity by explaining products, workflows, and capabilities.
Required Qualifications
Experience: 8+ years of capital markets operations experience with direct securities lending exposure. Candidates must have a strong securities lending background and proven experience managing end-to-end client onboarding or implementation initiatives.
Technical Skills: Strong proficiency in Microsoft Office, including PowerPoint, is required. The role requires the ability to read, interpret, and work with technical specifications.
Vacancy posted 1 day ago
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