Senior Associate, Client Onboarding

Job Description

• Partnering with various departments on all facets of the client life cycle • Working collaboratively in a fast-paced environment • Building relationships with clients • Shaping the client onboarding process at Clear Street • Being a key contributor to the client onboarding team

Qualifications

• At least 3 years of experience in Client Onboarding, preferably in Equities Prime Brokerage, Futures Clearing and Security-Based Swaps • Proficient in CFTC, FINRA and SEC regulatory requirements with respect to customer onboarding for a Futures Clearing Merchant, Equities Prime Broker and Security-Based Swap Dealer, respectively • Proficient in Anti-Money Laundering (AML) and Know Your Customer (KYC) regulatory and operational onboarding requirements for various institutional clients • Proven track record of building solid, long-standing relationships with front office colleagues and institutional clients • Client-focused and understanding how to maintain relationships through various market cycles and product innovations • Passionate about improving the industry's prime services offering and articulating the company's mission as a new prime broker • Highly collaborative and confident interacting with a variety of personality types and levels in the organization

Benefits

• Competitive compensation packages • Company equity • 401k matching • Gender neutral parental leave • Full medical, dental, and vision insurance • Lunch stipends • Fully stocked kitchens • Happy hours • Great location • Amazing views