Job Description

Finance

Job Description

* BACHELOR'S REQUIRED

Top Skills
- Bachelor's required
- Ability to manage competing priorities
- Ability to interact and build relationships with stakeholders
- Understanding of the importance of risk mitigation

The Client onboarding team is responsible for overseeing the entire client onboard from an operational perspective from client party set up, account initiation, working with internal groups for approval coordination and account opening, to post account opening set ups, and coordination with downstream teams ensuring the account is ready to trade.

- Account initiation for all asset classes (PB, FX, Equity Swaps, Futures, CDS/IRS, Commodities, etc.) and foreign markets.
- Coordinating with necessary approval (Sales, Credit, Documentation, AML, IED/FID Risk, and Operations.
- Coordinating with Internal and External clients to gather required documentation for compliance with firm KYC
- Initiating Requests for the opening of Segregated Foreign Market IDs.
- Ensuring Tax validations are complete prior to opening all new accounts
- Ensuring the accuracy of the information contained within the documentation tracking database.
- Coordinating Ready to Trade tasks Post Account Opening (reporting ,entitlements account linkage, etc.)

Additional Information

All your information will be kept confidential according to EEO guidelines.

Job Tags

Contract work,

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