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Client Onboarding Senior Associate at Clear Street - ApplyBlast

Client Onboarding Senior Associate

Clear Street

1 month ago

3.1 on Glassdoor

New York, New York, United States

Onsite

Full Time

Senior

0 applicants

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About this role

As a Client Onboarding Senior Associate at Clear Street, you will partner with various internal teams to manage the entire client lifecycle, including onboarding, account openings, periodic refreshes, and offboarding. This role involves building relationships with institutional clients such as hedge funds and asset managers while ensuring compliance with regulatory requirements. You will help shape the onboarding and maintenance processes in a fast-paced, collaborative environment.

Responsibilities

Partner with sales and trading on all facets of the client life cycle
Manage new account openings, periodic refresh, and client offboarding
Ensure compliance with CFTC, FINRA, and SEC regulatory requirements

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.