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Client Onboarding Associate at Clear Street - ApplyBlast

Client Onboarding Associate

Clear Street

28 days ago

3.1 on Glassdoor

New York, New York, United States

Onsite

Full Time

Junior

0 applicants

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About this role

The Client Onboarding Associate partners with internal teams to manage the full client lifecycle, including onboarding, account openings, periodic refreshes, and offboarding. This role supports institutional clients such as hedge funds and asset managers by ensuring a best-in-class onboarding experience. The position offers the opportunity to shape and improve onboarding processes within a fast-paced, collaborative environment.

Responsibilities

Partner with internal teams on client lifecycle including onboarding and offboarding
Conduct KYC due diligence and risk assessments for institutional clients
Perform periodic KYC refreshes to ensure regulatory compliance

Skills

About Clear Street

clearstreet.io

Headquarters

New York, New York, United States

Company Size

201-500 employees

Founded

2018

View Profile

Clear Street provides a modern, cloud-native brokerage platform for institutional investors. The platform covers clearing, financing and execution across multiple asset classes, with real-time data and risk management and API-based integration tailored for broker-dealers, hedge funds and traditional asset managers.