Speed, Transparency and Scale for Sophisticated Investors.™.
About the role
As a client onboarding senior 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 at least 3 years of experience in Client Onboarding, preferably in Equities Prime Brokerage, Futures Clearing and Security-Based Swaps
- You are proficient in CFTC, FINRA and SEC regulatory requirements with respect to customer onboarding for a Futures Commission Merchant, Equities Prime Broker and Security-Based Swap Dealer, respectively
- You have a proven track record of building solid, long standing relationships with front office colleagues and institutional clients
- You are client focused and understand how to maintain relationships through various market cycles and product innovations
More about this role
Clear Street is modernizing the brokerage ecosystem. Founded in 2018, Clear Street is a diversified financial services firm replacing the legacy infrastructure used across capital markets.
We started from scratch by building a completely cloud-native clearing and custody system designed for today’s complex, global market. Clear Street’s proprietary prime brokerage platform adds significant efficiency to the market, while focusing on minimizing risk, redundancy, and cost for clients. Our goal is to create a single source-of-truth platform for every asset class, in every country, and in any currency.
By combining highly-skilled product and engineering talent with seasoned finance professionals, we’re building the essentials to compete in today’s fast-paced markets.
As a client onboarding senior 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.
You will work in a fast-paced environment with a collaborative team of highly accomplished...
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