About the role
The client onboarding team supports institutional clients by managing the entire client lifecycle. The senior associate works with various internal departments to handle account openings, ongoing client maintenance, and offboarding processes.
Our summary of the posting; the original is on the Clear Street careers page.
What the posting requires
- Required
- Communication
- Prime brokerage
- Client experience
- Tech stack
- CFTC
- AML
- BSA
- Institutional clients
- FINRA
- Preferred
- Equities Prime Brokerage
- Futures Clearing
- Security-Based Swaps
These tags are our reading of the posting. They can miss something; the original posting is the reference.