Client Integration Specialist

2 weeks ago

Miami, United States Velox Clearing Full time

As a Client Integration Specialist, you play a critical role in both onboarding new clients and tailoring our technical interfaces to their needs. This position demands a strong blend of technical skills and client service abilities, making you the key point of contact for advisory, broker-dealer, and prime brokerage clients from post-sales through the transition to being live on the Velox trading and clearing platforms. You will also be responsible for presenting and explaining complex technical information to clients and internal teams, as well as creating and maintaining comprehensive API and technical documentation.


Key Responsibilities:

  • Client Onboarding: Efficiently guide new clients through the onboarding process, ensuring a smooth setup of their accounts and services. Tailor onboarding procedures to meet the specific needs of advisory, broker-dealer, and prime brokerage clients, particularly within equities and options trading environments.
  • Technical Expertise: Develop and maintain deep knowledge and documentation of our client interfaces, including APIs, FIX-based messaging systems, and client portals. Create and update API documentation to ensure clients can effectively integrate with Velox platforms.
  • Presentation of Technical Information: Clearly present and explain complex technical information, including system architecture, API functionalities, and trading workflows, to both technical and non-technical client stakeholders. Serve as a trusted advisor in technical discussions, ensuring clients understand the intricacies of our systems.
  • System Testing and Enhancements: Build and manage comprehensive test suites for UI, API, and messaging protocols. Oversee the development, testing, and deployment of client-specific enhancements, ensuring alignment with industry standards in securities trading, post-trade settlement, and prime brokerage services.
  • Client Advocacy: Serve as the primary advocate for new clients, ensuring their requirements are understood and met promptly. Work closely with product and engineering teams to address client-specific needs, especially those related to securities broker-dealers, correspondent clearing, and investment advisory services.
  • API and Technical Documentation: Create, maintain, and update technical documentation for APIs, integration guides, and user manuals to support client onboarding and ongoing use of Velox trading and clearing platforms. Ensure documentation is accurate, comprehensive, and accessible to clients.
  • Risk Identification and Escalation: Proactively identify potential onboarding risks, particularly those related to regulatory compliance and trading system integration, and escalate issues to relevant teams, ensuring swift resolution and minimal disruption.
  • Status Reporting: Regularly communicate the status of client onboarding to internal stakeholders, indicating the percent completion in the onboarding pipeline and anticipated timelines for completion. Provide detailed reports on technical issues, resolutions, and client feedback.
  • Process Documentation: Utilize Business Process Modeling (BPM) to diagram and continually improve the client onboarding process, ensuring it is optimized for efficiency and client satisfaction.
  • Collaboration and Communication: Maintain ongoing communication with clients during the onboarding phase and coordinate with internal teams, including product management, engineering, and compliance, to facilitate necessary system enhancements and ensure clients' technical requirements are met.
  • Agile Methodologies: Work within Agile/Scrum teams to continuously improve the client onboarding process, participating in sprint planning, stand-ups, and retrospectives. Drive Agile best practices in the context of client onboarding and integration.
  • Project Management Tools: Utilize Jira for tracking progress, managing tasks, and reporting on onboarding milestones. Ensure all client onboarding activities are documented and tracked within the project management system for transparency and accountability.


Skills and Qualifications:

  • Proficient in SQL, Python, and JavaScript: Strong technical skills are required to manage and troubleshoot integrations and enhancements.
  • Familiarity with Messaging Protocols: Experience with protocols such as FIX and JSON, which are crucial for trading system integration.
  • API and Technical Documentation: Demonstrated experience in creating and maintaining API documentation and technical guides, ensuring that clients can easily understand and use our systems.
  • Experience in Securities and Trading Systems: Familiarity with equities and options trading, prime brokerage, investment advisory, securities broker-dealers, and correspondent clearing is strongly preferred.
  • Exceptional Communication Skills: Ability to explain complex technical systems in a clear, concise manner, and tailor explanations to suit both technical and non-technical audiences.
  • Client-Facing Experience: Proven ability to manage demanding clients and deliver high levels of service in client-facing roles, especially in the fintech, securities, or financial services industry.
  • Strong Analytical and Problem-Solving Skills: Capable of identifying issues and developing solutions proactively.
  • Experience with Agile/Scrum Methodologies: Strong preference for candidates with experience working within Agile/Scrum teams, using tools like Jira to manage onboarding projects.
  • Independent Contributor: Ability to work independently and take ownership of the client onboarding process from start to finish.


This position is a full-time on-site role located at our headquarters in Miami, FL. The salary is competitive, and medical, dental, and vision benefits are included. Life, long-term disability, and 401(k) options are available.

  • Client Integration Specialist

    2 weeks ago

    Miami, United States Velox Clearing Full time

    As a Client Integration Specialist, you play a critical role in both onboarding new clients and tailoring our technical interfaces to their needs. This position demands a strong blend of technical skills and client service abilities, making you the key point of contact for advisory, broker-dealer, and prime brokerage clients from post-sales through the...

  • Client Integration Specialist

    2 weeks ago

    Miami, United States Velox Clearing Full time

    As a Client Integration Specialist, you play a critical role in both onboarding new clients and tailoring our technical interfaces to their needs. This position demands a strong blend of technical skills and client service abilities, making you the key point of contact for advisory, broker-dealer, and prime brokerage clients from post-sales through the...

  • Client Integration Specialist

    1 week ago

    miami, United States Velox Clearing Full time

    As a Client Integration Specialist, you play a critical role in both onboarding new clients and tailoring our technical interfaces to their needs. This position demands a strong blend of technical skills and client service abilities, making you the key point of contact for advisory, broker-dealer, and prime brokerage clients from post-sales through the...

  • Client Integration Specialist

    6 days ago

    miami, United States Velox Clearing Full time

    About Velox ClearingWe are a leading provider of trading and clearing services, dedicated to delivering exceptional client experiences. Our team is passionate about innovation and customer satisfaction.Job SummaryWe are seeking a highly skilled Client Integration Specialist to join our team. As a key member of our onboarding process, you will be responsible...

  • Multilingual Client Support Specialist

    2 weeks ago

    Miami, Florida, United States Florida One Insurance Full time

    Position OverviewAre you proficient in both English and Spanish? Do you excel in a dynamic customer support atmosphere? Picture yourself as the essential contact for our diverse clientele, guiding them through their insurance inquiries and needs in two languages.This rewarding role involves acting as the liaison between our organization and our esteemed...

  • Multilingual Client Support Specialist

    1 week ago

    Miami, Florida, United States Florida One Insurance Full time

    Join Our Team as a Multilingual Client Support SpecialistAre you proficient in both English and Spanish? Do you excel in a dynamic customer support setting? Picture yourself as the essential link between our diverse clientele and their insurance inquiries, providing assistance in two languages.This rewarding role involves acting as a vital connection between...

  • Multilingual Client Support Specialist

    2 weeks ago

    Miami, Florida, United States Florida One Insurance Full time

    Job OverviewAre you fluent in multiple languages and dedicated to delivering exceptional client support? Envision yourself in a vibrant workplace where each day presents new opportunities to assist customers in their moments of need. As a Full-Time Multilingual Client Support Specialist at Florida One Insurance, you will have the opportunity to utilize your...

  • Tealium Integration Specialist

    2 weeks ago

    Miami, United States HCL Technologies Full time

    Job Description (Posting). Tealium Integration Specialist Job Overview:We are looking for a proficient Tealium Integration Specialist with extensive experience in Tealium iQ for effective tag management and marketing solutions.The successful candidate will possess practical knowledge of Tealium iQ functionalities, including tags, events, extensions, load...

  • Supply Chain Specialist

    3 weeks ago

    Miami, Florida, United States Client Full time

    Supply Chain SpecialistMiami, Florida$60,000 - $85, Weeks PTO + Relocation Assistance + 100% Healthcare Coverage + TrainingAre you a Supply Chain Specialist from a engineering, marine or construction background looking for a highly varied position working across industry leading projects?On offer the chance to join a world leading marine business offering a...

  • Client Relations Specialist

    2 weeks ago

    Miami, United States Citigroup Inc Full time

    The Client Services Associate role is an evolving professional position. This position recognizes policies and applies specialized knowledge in overseeing and evaluating processes and data. It integrates established disciplinary knowledge within its specialty area while maintaining a fundamental understanding of related industry practices. A solid...

  • Client Relationship Specialist

    2 weeks ago

    Miami, United States Citigroup Inc Full time

    The Client Services Associate is an evolving professional position. This role recognizes policies and applies specialized knowledge in overseeing and evaluating processes and data. It integrates established disciplinary knowledge within its own specialty area while maintaining a fundamental understanding of related industry practices. A solid grasp of how...

  • Cell Site Integration Specialist

    2 days ago

    Miami, Florida, United States TEKsystems Full time

    Job SummaryWe are seeking a highly skilled Cell Site Integration Specialist to join our team at TEKsystems. As a Cell Site Integration Specialist, you will be responsible for integrating cell site equipment and ensuring seamless communication between various systems.Key ResponsibilitiesVerify power, SFP, and overall Hub readiness to integrate...

  • Client Relationship Specialist

    2 weeks ago

    Miami, United States Citigroup Inc Full time

    Position Overview:The Client Services Associate is an emerging professional role within the organization. This position is responsible for recognizing policies and utilizing specialized knowledge to monitor and evaluate processes and data. It integrates established knowledge within its specialty area while maintaining a basic understanding of related...

  • Client Relationship Specialist

    2 weeks ago

    Miami, United States Citigroup Inc Full time

    The Client Services Associate is an evolving professional position. This role recognizes policies and applies specialized knowledge in overseeing and evaluating processes and data. It integrates established disciplinary expertise within its own specialty area while maintaining a fundamental understanding of related industry practices. A solid comprehension...

  • Lead Middleware Integration Specialist

    1 week ago

    Miami, Florida, United States Azamara Full time

    Job OverviewSUMMARY:Azamara is in search of a creative, detail-oriented, and organized Lead Middleware Integration Specialist to contribute to our team's growth during an exciting phase of development.The Lead Middleware Integration Specialist will oversee the continuous maintenance and improvement of middleware systems that connect Azamara's billing and CRM...

  • Construction Financial Specialist

    2 weeks ago

    Miami, Florida, United States Paragon Systems Integration Full time

    Job OverviewAre you interested in contributing to a company that executes some of the most intricate and innovative luxury residential technology projects across the United States? Established in 1996, Paragon Systems Integration stands out as a premier luxury residential smart home design and integration firm.Our workforce consists of top-tier professionals...

  • Construction Financial Specialist

    2 weeks ago

    Miami, United States Paragon Systems Integration Full time

    Position OverviewAre you interested in joining a leading firm that specializes in delivering sophisticated luxury residential technology projects across the United States? Paragon Systems Integration, established in 1996, is a unique luxury residential smart home design and integration firm. Our operations span multiple locations, providing an exciting...

  • Client Relations Specialist

    2 weeks ago

    Miami, Florida, United States SIXT USA Full time

    Position OverviewAt Sixt, we are seeking a Client Relations Specialist dedicated to providing outstanding service to our global clientele. Your role will involve delivering precise information and meticulously documenting vehicle conditions, fuel levels, and other relevant details. The ideal candidate will exhibit the following qualities:Exceptional...

  • Client Service Specialist

    2 weeks ago

    Miami, United States Aritzia Full time

    THE TEAM The Service Department is dedicated to providing exceptional and efficient experiences at the Service Counter. THE OPPORTUNITY Aritzia is expanding, and our Service team in Retail is evolving alongside it. This presents a distinctive chance to join a team committed to delivering outstanding service that fosters lasting relationships with clients. As...

  • Client Relations Specialist

    2 weeks ago

    Miami, Florida, United States Regal Securities, Inc. Full time

    Job OverviewJoin Regal Securities, Inc. as a Client Relations Specialist, where your expertise in customer engagement will shine.Why Choose Regal Securities?We pride ourselves on our exceptional leadership and a collaborative workplace culture that fosters growth and success.Position Summary:The Client Relations Specialist is dedicated to delivering...