Client Onboarding Manager
  • New York, United States
  • 800.556. 6044
23 Dec 2021
Financial Services
Customer Service
2-4 Years
Job Description

Job Description:

The successful candidate will conduct end-to-end onboarding function for a portfolio of client across Fixed Income and Equity products. Onboarding managers will ensure prioritization with the business and Onboarding stakeholders, seek opportunities to streamline and create synergies within current Onboarding processes leveraging industry solution and strengthen partnership with internal stakeholders

Enterprise Role Description:

Working independently, maintains and enhances relationships with existing institutional clients. Promotes investment product sales through frequent client meetings and discussions covering investment strategy, account performance, new products, and market developments. Works closely with sales, portfolio managers, product specialists and/or client service staff to coordinate all sales and support activities for assigned accounts. Covers medium-sized and/or less complex institutional accounts. Has a thorough understanding of the assigned accounts' requirements. Provides guidance to more junior staff , but has no formal supervisory responsibility. Has five or more years of portfolio management, sales, marketing, or relationship management experience. Often has a CFA. Possesses a strong knowledge of the firm's products and services. Based on performance and experience, does not have the prominence of a Senior Level I.


  • Experience in an Onboarding and product functions.

  • Experience with a KYC role within Financial Services.

  • Client expertise to be able to quickly generate a good rapport with a client and ensure the client’s Onboarding experience is positive.

  • Experience scope of Products, Experience of KYC requirements and Jurisdictional Tax Requirements. 

  • Exposure to legal contracts and regulatory requirements (incl. MIFID II, EMIR, Dodd Franck, SFTR). 

  • Solid organizational abilities.  Commitment to high quality client service both external and internal. 

  • Excellent communication skills, ability to show initiative and strategic and creative problem solving skills. 

  • An entrepreneurial and analytical mindset with an ability to think critically and prioritize competing demands under time pressure

  • Product / AML/ Asset Manager Onboarding Experience 

Other Qualifications:

∙ Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions
∙ Excels in working among diverse viewpoints to determine the best path forward
∙ Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner
∙ Commitment to challenging the status quo and promoting positive change.
∙ Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base
∙ Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world


1st shift (United States of America)

Hours Per Week: 



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