# Associate - Client Onboarding at Clear Street

- Company: Clear Street
- What the company does: Speed, Transparency and Scale for Sophisticated Investors.™.
- Company website: https://www.clearstreet.io
- Type: Startups
- Level: Associate
- Location: New York, NY
- Work setup: On-site
- Pay: $95K to $110K base salary per year (USD)
- Posted: 2026-09-23
- Apply by: 2026-11-07
- Apply: https://job-boards.greenhouse.io/clearstreet/jobs/8227249
- Page: https://www.1752.vc/careers/jobs/clear-street-associate-client-onboarding/

## About the role

As a client onboarding associate you will be partnering with sales and trading, futures clearing, investment banking, securities finance, trade support, client service, legal and compliance on all facets of the client life cycle including client onboarding, new account openings, periodic refresh and client offboarding.

## What they're looking for

- You have 2-3 years of experience in Client Onboarding, ideally within Equities Prime Brokerage, Futures Clearing, or Security-Based Swaps
- You are client focused and understand how to maintain relationships through various market cycles and product innovations
- You have a basic understanding of FINRA and SEC regulatory requirements related to customer onboarding in Prime Brokerage and Security-Based Swap Dealer environments
- You have some experience assisting with KYC due diligence processes, including information gathering, initial risk assessments, and identifying issues for escalation under the guidance of senior team members
- You have been exposed to, or are willing to learn, how to use screening tools such as WorldCheck and CLEAR, and perform basic manual research tasks in order to perform full end to end KYC reports
- You are familiar with or open to learning how to conduct periodic KYC refreshes for existing clients, ensuring timely updates and continued compliance with regulatory standards

Tags: Operations - Client & Trade Support