Client On-Boarding Support

2 weeks ago


New York, United States Lenmar Consulting, Inc. Full time
Title: Client On-Boarding Support
Location: NYC
Remote/Hybrid/Onsite: Hybrid
Position Type: Contract, possible temp-to-perm
Duration: 12+ months
Rate: $23.00 - $25.00/hr
 
RESPONSIBILITIES:
- Project/Relationship Management: Act as client’s main point of contact pre-trade execution. Responsible for onboarding new and organic clients, ensuring that all documents are received, accounts, reports and entitlements are set up prior to the client's scheduled launch date. Work with BU and clients to help prioritize accounts. Stepping in to move the process forward, as required.
- Single Point of Contact & Escalation for Clients & Internally: Reduce multiple touch points and entry points into the firm. Knows the client, can have the difficult conversations, correct contacts to get what we need to ensure the client is appropriately set up. Ensures any client issues are promptly surfaced, escalated, and resolved in a timely manner
- Subject Matter Expert: Know and understand entity structures, regulatory requirements, jurisdictions, and our own process flow. Collaboration with Business Units and IT to identify, drive and implement process improvements and technology solutions
- Provides Value Added Education: Proactive regulatory discussions in relation to On-Boarding (Client 2111, Client 4210, deemed ISDA etc)


QUALIFICATIONS:
- 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 problem-solving 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
 
If you believe you're a suitable fit for this position, please apply directly with your most updated resume. Our organization values effective communication, although it's important to understand that we may not always be able to provide application updates to every candidate. If, following a review of your profile, we identify you as a potential match, a recruiter will contact you directly to discuss your candidacy.
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