Client Onboarding Associate

Job description

Job Description The Americas Account Onboarding team supports the operational setup and maintenance of client/firm accounts across internal systems. This role is responsible for coordinating account opening requests and ensuring accounts are established accurately and efficiently in accordance with internal procedures and business requirements. The Associate will work closely with Sales, Client Service, Operations, Middle Office, Technology, and other internal teams to facilitate timely and accurate account setup. The role requires strong attention to detail, effective communication skills, and the ability to manage multiple requests in a fast-paced, deadline-driven environment. Primary Responsibilities: The individual in this role will be responsible for the end-to-end creation and maintenance of internal and external accounts across multiple lines of business (including loans, equity, fixed income, collateral etc.) and internal/external platforms. Responsibilities include but are not limited to: - Review account opening requests and supporting documentation for completeness and accuracy against internal setup requirements. - Support regulatory documentation collection, validation...