Client Onboarding Specialist (Derivatives) in New York, NY at ConsultNet

Date Posted: 11/28/2020

Job Snapshot

  • Employee Type:
  • Location:
    New York, NY
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:
  • Job ID:

Job Description

Title:Client Onboarding Specialist (Derivatives)
Location: NYC
Direct PERM Hire with Client

Financial client is looking for Client Onboarding Specialist (Derivatives) to join a fast paced environment. Person must be a multi-tasker with strong communication and analytical mindset. 

  • Manage end to end Onboarding coordination for both OTC Derivatives and Equities Derivatives business
  • Work closely with our Front Office for prioritization of new accounts between multiple Front Office teams
  • Facilitate the collection of relevant documentation in accordance with the fundamental account opening procedures
  • Clients trading swaps require regulatory documentation within our proprietary database in accordance with CFTC, EMIR and Canada for OTC products, FX, Rates, Credit and Equity
  • Ensure timely documentation completion process via Onboarding workflows tool for all departments
  • Build out desk procedures, checklists and procedure write ups
  • Liaise with external clients as well as internal groups such as Legal, Credit, Compliance, Risk, Regulatory and Operations
  • Assist in remediation work from prior system conversions into existing proprietary Client Onboarding tool - Account Maintenance Portal
  • Produce Metrics and support documentation
  • Assist in the implementation of our new vendor Onboarding workflow tool - Fenergo
  • Support Onboarding's Front Office Dashboard
  • Support Audit and Compliance inquiries
  • Various non-Onboarding functions

Skills and Competencies:
  • Team player, jumps in and helps out wherever needed
  • Independent, hardworking and eager to learn (can do attitude)
  • Strong attention to detail and analytical skills
  • Excellent communication skills (polished communications)
  • Existing experience working with Front Office
  • Appropriate and confidential handling of client data
  • Minimum of 6 years' experience

Be a part of the ConsultNet difference. As a leading national provider of IT staffing and solutions, ConsultNet delivers exceptional services to startup, midmarket and Fortune 1000 companies across North America. Since 1996, we've partnered with clients to create rewarding opportunities for our consultants, successfully building teams that have surefire results.
In the past two years alone, we have placed more than 1,500 consultants in contract, contract-to-hire, or direct placement opportunities. We understand communication is key to finding the right job that matches your skills and career goals. For us, it's not just the work that we do; it's how we do the work. Our breadth of offerings extends to multiple IT positions in major markets throughout the country, see more at