The ideal candidate is a highly organized onboarding or operations professional with experience supporting client onboarding activities within a financial services environment. They should be comfortable working across multiple stakeholder groups, managing documentation and deliverables, and contributing to the successful onboarding of Financing Solutions clients and counterparties.
This individual will provide onboarding support throughout the client onboarding lifecycle, assisting with documentation management, onboarding workstreams, status tracking, and stakeholder coordination.
The successful candidate will work closely with Front Office, Operations, Credit, Risk, Compliance, AML/KYC, and other internal stakeholders to support onboarding activities and deliver high-quality client experience. The role requires strong organizational skills, attention to detail, and the ability to manage multiple onboarding workstreams simultaneously. The individual will support a variety of Financing Solutions onboarding activities as business needs require.
Key Responsibilities
Support onboarding activities across the Financing Solutions Onboarding team.
Collect, review, and organize onboarding information and support documentation.
Prepare and distribute onboarding packages, questionnaires, information requests, and status updates.
Maintain onboarding trackers and workflow tools to monitor progress against key milestones.
Follow up with clients and internal stakeholders on outstanding onboarding requirements.
Support the coordination of onboarding activities across Front Office, Operations, Credit, Risk, Compliance, and AML/KYC teams.
Maintain accurate records and documentation throughout the onboarding process.
Produce onboarding status reports and management updates.
Support account setup and onboarding readiness activities.
Assist with post-onboarding requests and related administrative activities.
Required Qualifications
3–5 years of experience in client onboarding, account onboarding, operations, middle office, or a related financial services role.
Strong organizational and project coordination skills.
Ability to manage multiple priorities and deliverables in a fast-paced environment.
Excellent verbal and written communication skills.
Strong attention to detail and problem-solving abilities.
Proficiency with Microsoft Excel, Word, Outlook, and PowerPoint.