Markets Client Onboarding

Insight Global • New York, NY • 2h ago

Job Description

A large financial client is looking for a Markets Client Onboarding specialist. This person will manage the end-to-end integration of hedge funds and institutional clients, facilitating account setup across products like Equities, Fixed Income, and Swaps. Key duties include driving KYC/AML, coordinating legal documentation, and conducting platform training to ensure a smooth, high-quality onboarding experience. They will be assisting in the onboarding of 1500+ entities to a FICC platform.

Client Set Up: They will be reviewing onboarding documentation and entering key static data into internal platforms.

Project Management: Drive the end-to-end onboarding process, managing multiple workstreams, timelines, and milestones for new fund launches or client onboarding.

Account Setup & Onboarding: Coordinate the opening of client accounts, including KYC/AML documentation, legal negotiations, and operational readiness across product lines.

Regulatory & Data Management: Ensure onboarding complies with regulatory timelines (SLAs), maintain accurate records, and adhere to internal AML/KYC policies.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Skills and Requirements

1+ years of client onboarding

Experience onboarding commercial or institutional clients

Strong attention to detail

Understanding of KYC and AML policies

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