Job Description

Job Title: Client Operations Analyst

Location: New York, NY

Duration: 4 months + Possibility to Extend and/or Convert to FTE

Pay Rate: $33/HR (W2 Only)

Job/Role Description:

• This role serves as the central point of contact for client onboarding and account opening within the Franchise New Business Group.
• This position aligns with specific sales desks and works closely with sales coverage, legal, credit risk, operations, compliance, and clients to ensure an effective and smooth on-boarding process.
• This position will develop strong relationships with institutional clients, including asset managers, corporations, hedge funds, and private equity, while managing tight deadlines to meet service level expectations.
• Own and drive the onboarding process on behalf of the desk for all client types and products, specifically focusing on Sponsored repurchase agreements and ancillary documents for Clearing of US treasuries
• Manage the priority queue through active discussions with Sales and clients
• Drive internal and external conversations to facilitate the negotiation of trading agreements such as ISDA, MRA, CDEA, and MSFTA
• Develop in-depth knowledge of all account opening requirements including AML, KYC, and product-to-legal-entity alignment
• Manage tight deadlines to ensure we meet clients’ service level expectations regarding fund launches, market specific deadlines, and trade dates
• Provide excellent client service at the time of onboarding
• Demonstrate a sound appreciation of new business policies and process enhancements

Required Qualifications:

• Bachelor’s Degree
• Minimum of 1-3 years of client service or financial institution experience
• Prior experience in related onboarding functions such as Due Diligence or Agreement negotiation is preferred
• Experience and/or knowledge with ISDA, MRA, and other trading agreements is preferred
• General understanding of onboarding, KYC, or regulatory requirements
• Strong written and verbal communication skills
• Strong organization skills, ability to multi-task, and prioritize projects
• Strong attention to detail
• Strong client service orientation
• Proven ability to thrive in fast-paced and changing environments
• Demonstrates a sound appreciation of new business policies and process enhancements