Client Onboarding Specialist

1 week ago


New York, New York, United States Lenmar Consulting Inc. Full time
Job DescriptionJob DescriptionCompany Description

Finance
Job Description

Requirements:

  • Bachelor's degree required
  • 5+ years of experience in financial industry within onboarding and/or operational related roles
  • Technical understanding of transaction life cycle in one or more asset classes (Equity & FI Cash, Rates, Credit and Equity OTC Derivatives, OTC Clearing, Listed Derivatives, FX, Loans, Sec Lending, Commodities)
  • Very strong interpersonal and communication skills with the ability to deal with Sales and Trading, all levels of the client organization and representatives from Brokerage infrastructure teams
  • Client facing experience & ability to manage expectations effectively
  • Proven experience with external institutional client communication and interaction
  • Exceptional problemsolving ability.
  • Exceptional organizational skills.
  • Strong listening and verbal/written communications
  • Strong presentation skills
  • Ability to independently navigate the Brokerage organization
  • Ability to work within a quickly changing environment and remain composed under pressure.
  • Conceptual understanding of Pre & Post Execution Onboarding process across various products (Legal, Credit, Docs, NMR, Compliance etc.)
  • Ability to work as part of a team and adapt to the needs of the team as they arise.
  • College/University degree or equivalent with a business focus and relevant/proven experience.
  • Able to work in a Hybrid working environment with expectation of going to the office around 3 days / week
Additional Information

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

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