Client Onboarding Specialist
$150k - $190kCastleisland
Location New York Employment Type Full time Location Type Hybrid Department Engineering Compensation $150K – $190K • Offers Equity • Offers Bonus Talos: Institutional Fabric for Digital Asset Markets Founded in 2018, Talos provides institutional‑grade trading technology for the global digital asset market, powering many of the major players in the crypto ecosystem. Our mission is clear: to advance the mass adoption of digital assets by seamlessly connecting institutions to the digital asset ecosystem. We are committed to building the most innovative and trusted platform in the world, supporting the entire trading lifecycle. At Talos, you’ll find an environment that champions kindness and respect, values diverse perspectives, and upholds inclusivity at every turn. We believe every member of our team brings invaluable insights and abilities that drive Talos forward. In our pursuit of excellence, we foster a culture of trust, integrity, collaboration, and mutual growth. We are a tight‑knit yet globally distributed team of highly experienced engineers and business leaders, with hubs in New York, London, Singapore, and Cyprus. Whether in‑office or remote, you’ll be part of a hybrid‑friendly environment where your unique talents and insights will play a crucial role in building something extraordinary. Client Onboarding Specialist Talos is seeking a Client Onboarding Specialist to lead technical implementations and connectivity integrations for institutional clients and trading counterparties. This role sits at the intersection of client services and technical integration. You will manage end‑to‑end onboarding of exchanges, liquidity providers, and institutional clients onto the Talos platform, ensuring seamless connectivity and successful deployment of our trading infrastructure. This is not a production support role. It is an implementation‑focused position requiring structured project execution, technical fluency, and proactive client leadership. Responsibilities Own the end‑to‑end onboarding process for clients and trading counterparties, from kickoff through successful production deployment. Lead technical integrations involving APIs, FIX connectivity, and platform configuration. Partner with Sales, Account Management, Engineering, and external stakeholders to deliver implementations on schedule. Manage onboarding timelines, track milestones, and communicate progress to internal and external stakeholders. Configure and validate client environments across Talos’ modular trading and portfolio systems. Troubleshoot integration issues and coordinate resolution with internal engineering teams. Develop and maintain onboarding documentation and integration best practices. Qualifications 3+ years of experience in client onboarding or implementation within capital markets or financial technology. Strong client‑facing communication skills with the ability to lead stakeholders through structured implementation processes. Experience working with institutional trading systems, market connectivity, or financial infrastructure. Working knowledge of SQL and command line environments. Familiarity with configuration management, source control, and basic scripting (Python preferred). Exposure to FIX protocol, REST APIs, and JSON‑based integrations. Strong organizational skills and ability to manage multiple concurrent implementations. Preferred Experience onboarding clients to trading, OMS, EMS, or portfolio systems. Understanding of capital markets workflows and electronic trading infrastructure. Experience coordinating integrations across exchanges, liquidity providers, or institutional counterparties. Benefits You will also enjoy a comprehensive array of competitive benefits, regardless of your location, within our warm, welcoming, and ambitious company culture. Our offerings include a monthly wellness credit for personal use, such as gym memberships, massages, or even a ski pass for your next holiday. Additionally, we provide paid lunches in the office, monthly fitness and evening socials to foster connections with colleagues, and annual offsite events to engage with the wider team. Talos is proud to be an Equal Opportunity employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. Talos is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance or accommodations due to a disability, please let us know at View email address on click.appcast.io. © Talos Trading, View email address on click.appcast.io Compensation Range: $150K - $190K #J-18808-Ljbffr Castleisland
$40 - $43 per hour
...recruiter to learn more. Base pay range $40.00/hr - $43.00/hr Direct message the job poster from Dexian Position : Client Relationship/Onboarding Specialist Address : Brooklyn, NY Pay Rate : $40 - $43/hr. Duration : 6 Months Hours : 8am - 6pm EST POSITION As a Client...SuggestedContract workWork from homeWorldwide- ...BetterRX is a growing software-as-a-service (SAAS) company in the healthcare industry looking for a Client Onboarding Specialist to join our Client Experience team! We are a people-obsessed company on a mission to end needless suffering caused by medication delays through...SuggestedTemporary workRemote work
$150k - $190k
...friendly environment where your unique talents and insights will play a crucial role in building something extraordinary. Client Onboarding Specialist Talos is seeking a Client Onboarding Specialist to lead technical implementations and connectivity integrations for...SuggestedFull timeWork at officeRemote workAfternoon shift$46.55k - $67.1k
...doing it. If you’re looking to make an impact with heart and hustle, SpotOn is the place for you. Position Objective As a Client Onboarding Specialist, you will play a critical role in ensuring a seamless and strategic Point of Sale (POS) implementation experience for...SuggestedSummer workRemote work- ...Job Description Functional Title: Client Onboarding Specialist Reports to: Regional Head of Client Onboarding On-site role Outline of position The primary responsibilities of this position are: Supporting the client onboarding process by coordinating the key steps to...Suggested
$48 - $50 per hour
...based on your skills and experience — talk with your 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 &...Contract work- ...professional with 5-8 years of relevant experience to assist onboarding, KYC, and account opening processes. You will coordinate with... ...and internal teams, ensure documentation accuracy, and guide clients through complex issues while managing risk and regulatory compliance...
- Citi in Getzville, NY is seeking a First Line Client Specialist to drive client onboarding, improve ease of doing business, and provide cross-product solutions. The role supports the sales lifecycle, acting as an escalation point for client issues and ensuring timely set...Work at office
- Citi is seeking a Client Experience Associate AVP in New York to apply in-depth disciplinary knowledge to improve processes and workflows within the Banking, Credit and Investments platform. You will partner with sales teams and internal partners such as KYC, Account Opening...
- ...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...Remote work
- Morgan Stanley is seeking a Registered Client Service Associate in New York to support financial advisors and clients. You will manage... ...Stanley services and digital platforms. In this role you will onboard client accounts, verify information, and handle money movement...
- Apex Group Ltd (UK Branch) is looking for a Client Onboarding Specialist to support the onboarding process for clients within the investment funds industry. The role involves coordinating projects, maintaining communication with clients and internal teams, and providing...
- Octus is seeking a Senior Client Support Specialist to support the Sky Road Product Suite, onboarding new client funds and trade workflows, and configuring permissions across client accounts. You will collaborate with the Sky Road COO, document enhanced support processes...
- Guggenheim Investments seeks a self-motivated professional to join its Client Service Support team in New York City. You will coordinate onboarding and ongoing client operational requests across AML/KYC, Legal, and Compliance, ensuring timely resolution and clear communication...
- JPMorganChase in New York seeks an IMOS Service Delivery Associate for Client Account Services. You will manage new account launches and... ...teams to meet client reference data needs and ensure smooth onboarding. The role emphasizes collaboration across Client Services, Operations...
$90k - $115k
...trends and innovations.This position is not eligible for Visa Sponsorship.Nestlé Professional Solutions is hiring a Customer Onboarding Specialist in the Upstate New York (Albany, Syracuse, Binghamton) area to partner with Customer Account Leads, Distributors, and...Work at officeHome officeAfternoon shift- ...role within the United States, with a requirement to live within 50 miles of the Phoenix business unit. The position centers on onboarding customers, coordinating services, and maintaining clear, proactive communication throughout the customer journey. You will conduct...Remote job
- SinglePlatform is seeking a dedicated professional to onboard and train new customers while managing ongoing relationships. The ideal candidate will demonstrate exceptional communication skills and a positive attitude to support customers effectively. You will address customer...
- United States Digital Space LLC is hiring a Customer Success Associate to help our early users get value and build the relationships that turn first-time users into long-term members. The role blends customer success, relationship management, and proactive outreach. We ...Remote jobFlexible hours
$67.2k
OnTrac is seeking a Customer Integration Associate to help onboard customers and integrate them into company systems and processes. You will coordinate setup, manage timelines, and document requirements while collaborating with internal teams to resolve issues and ensure...Remote job$80k - $100k
Aegis Ventures is seeking a Customer Success Specialist to support healthcare providers and IT teams in a remote role. You will integrate clinical workflows and build strong relationships with clients, ensuring satisfaction and successful outcomes. This position involves...Remote job- A leading technology startup in the United States is seeking a Customer Success representative to onboard and support customers effectively. The ideal candidate has 1-2 years of B2B SaaS experience, strong analytical skills, and is comfortable with tools like HubSpot and...Remote job
- Spotter Labs Inc. is seeking a Customer Onboarding Support Specialist to guide new customers through the onboarding process and ensure a smooth start. You will respond to inquiries and help users get the most from our platform while building a robust knowledge base. You...Remote job
- A digital consulting company is looking for a Customer Service & Onboarding Representative to join their fully remote team. This role focuses on managing the onboarding process and ensuring excellent customer support in a fast-paced environment. The ideal candidate should...Remote job
- HelloTeam is seeking a Client Support Specialist to deliver end-to-end client support. This role involves onboarding clients, conducting training sessions, and troubleshooting platform-related issues to ensure a successful user experience. The ideal candidate will have...Remote jobWork from homeFlexible hours
- A digital solutions company is seeking a Customer Onboarding Consultant to enhance client satisfaction during the onboarding process. This role involves guiding clients, conducting virtual calls, and coordinating with internal teams to ensure a smooth transition to ongoing...Remote job
- ...Vollzeit am Standort Stuttgart. Du bist erster Ansprechpartner für potenzielle vor-Ort-Mitarbeiter, führst Gespräche, unterstützt beim Onboarding und betreust administrative Aufgaben. Zudem pflegst du Stellenportale und erschlie ßt neue Recruiting-Kanäle. Du bringst...
- A community-based organization in New York is seeking a Talent Acquisition Coordinator. The role involves providing essential administrative support to the recruitment process by managing job postings, scheduling interviews, and maintaining communication with candidates...
$100k - $130k
Overview Connecting clients to markets - and talent to opportunityWith 4,300 employees and over 400,000 retail and institutional... ...technology. Responsibilities Position PurposeSupport the onboarding process of new FCM accounts within the Clearing and Execution...- ...Administrative Support for Sales to provide high-level admin assistance, act as the main contact, and track sales metrics. The role includes onboarding, site mobilization, and travel logistics for personnel deployments. The candidate will develop proposals, contracts, and...
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