Location
New York County, New York
Job Type
Full-time
Posted
May 04, 2026
Job Description
Lead end-to-end onboarding for new institutional clients, serving as the primary point of contact and advocate throughout the front-to-back onboarding process. Guide clients through complex requirements including KYC, AML, Tax, Regulatory, and Credit, while coordinating closely with internal partners across Business, Operations, Legal, and Credit. Drive onboarding efficiency by resolving issues, escalating risks as needed, and contributing to process improvements and special projects that enhance client experience and operational excellence.
Key Qualifications
• 3+ years of client onboarding experience, preferably with institutional clients
• Strong project management skills in fast-paced, deadline-driven environments
• Excellent client-facing communication and stakeholder management skills
• Highly organized, detail-oriented, and solutions-focused
• Knowledge of U.S. AML/KYC and regulatory requirements (EMEA a plus)<...