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Sr Associate, Client Onboarding

Client Onboarding Sr Associate role at Clear Street.
Clear Street
Hybrid
On-Site
United States
USD 100,000 - 135,000
Job Description
Clear Street is seeking a Sr Associate, Client Onboarding to partner with various teams on all facets of the client lifecycle. The role involves client onboarding, new account openings, periodic refresh, and client offboarding. The candidate will work in a fast-paced environment with a collaborative team of industry veterans, building relationships with institutional clients and providing a best-in-class onboarding experience.

Role Involves:
  • Partnering with sales and trading, futures clearing, investment banking, securities finance, trade support, client service, legal and compliance.
  • Client onboarding, new account openings, periodic refresh and client offboarding.
  • Building relationships with clients.

Requirements:
  • At least 3 years of experience in Client Onboarding, preferably in Equities Prime Brokerage, Futures Clearing and Security-Based Swaps.
  • Proficiency in FINRA and SEC regulatory requirements.
  • Proficiency in Anti-Money Laundering (AML) and Know Your Customer (KYC) regulatory and operational onboarding requirements.
  • Proven track record of building solid, long-standing relationships with front office colleagues and institutional clients.
  • Client-focused with the ability to maintain relationships through various market cycles and product innovations.
  • Collaborative and confident interacting with a variety of personality types and levels in the organization.

Clear Street Offers:
  • Competitive compensation packages
  • Company equity
  • 401k matching
  • Gender-neutral parental leave
  • Full medical, dental, and vision insurance
  • Lunch stipends
  • Fully stocked kitchens
  • Happy hours
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Clear Street

Clear Street is a diversified financial services firm modernizing the brokerage ecosystem. Founded in 2018, the company replaces outdated capital market infrastructure with a cloud-native clearing and custody system. Its proprietary prime brokerage platform enhances market efficiency by minimizing risk and costs for clients. Clear Street aims to create a unified platform for all asset classes, currencies, and countries, combining skilled product and engineering talent with experienced finance professionals to compete in today's fast-paced markets.

All Jobs at Clear Street (45)