Global Markets Client Onboarding Analyst

Dianaduggan; Greater London; Hybrid; GBP 42,000 - 48,000; Full time

Job summary

Dianaduggan in London is seeking a Global Markets Client Onboarding Analyst to own pre-trade onboarding, coordinating with clients on documentation, account opening and configuration to ensure readiness to trade across products.

The role supports a specific sales desk, collaborates with legal, risk, operations and compliance, and requires experience with AML/KYC, ISDA-CSA and GMRA. Contract: 6 months full-time onsite, Monday to Friday, 08:30–18:30, day rate £165 inside IR35.

Qualifications

• Experience in client service or financial institutions.
• Experience in onboarding functions such as due diligence and agreement negotiation.
• Understanding of AML/KYC and regulatory requirements.
• Knowledge of ISDA-CSA, GMRA and other trading agreements.

Responsibilities

• Owning pre-trade client relationships and driving front-to-back onboarding to ensure readiness to trade across products (Derivatives, Repo, Cash).
• Use active discussions with Sales to manage the priority queue.
• Drive internal and external conversations to facilitate the negotiation of trading agreements: ISDA-CSA, GMRA & GMSLA.
• Develop in depth knowledge of all account opening requirements needed such as AML, KYC & product to legal entity alignment.
• Manage tight deadlines to ensure we meet clients’ service level expectations: fund launches, market specific deadlines and trade dates.
• Provide excellent pre-trade client service.
• Demonstrate a sound appreciation of new business policies, and process enhancements.

Skills

Client onboarding

Client service

Tools

ISDA-CSA

GMRA

Job description

Global Markets Client Onboarding Analyst

• Greater London
• Contract

This role is within the Global Markets New Business of a Teir 1 bank. Its is the central point of contact for pre-trade/ Onboarding set up. You will communicate and coordinate with clients regarding documentation, account opening and configuration, ensuring optimal client experience & readiness to trade.

You will support a specific Clients / Sales desks and work closely with sales coverage, legal, credit risk, operations, compliance and clients to ensure an effective and smooth onboarding process.

In addition to developing strong relationships with institutional clients, which include asset managers, corporations, hedge funds and private equity, you will play a key role in client relationship management and understanding dynamic changes in commercial demands of the business. This will include subject matter expertise in legal, AML/KYC and regulatory requirements.

• Role: Global Markets Client Onboarding Analyst
• Contract duration: 6 months (with potential extension)
• Location: London onsite full time Monday to Friday 08:30 - 18:30hrs

This role is within the Global Markets New Business of a Teir 1 bank. Its is the central point of contact for pre-trade/ Onboarding set up. You will communicate and coordinate with clients regarding documentation, account opening and configuration, ensuring optimal client experience & readiness to trade.

You will support a specific Clients / Sales desks and work closely with sales coverage, legal, credit risk, operations, compliance and clients to ensure an effective and smooth onboarding process.

In addition to developing strong relationships with institutional clients, which include asset managers, corporations, hedge funds and private equity, you will play a key role in client relationship management and understanding dynamic changes in commercial demands of the business. This will include subject matter expertise in legal, AML/KYC and regulatory requirements.

• Role: Global Markets Client Onboarding Analyst
• Day rate: £165 per day (inside IR35)
• Pay framework: Umbrella Company
• Start date: ASAP
• Contract duration: 6 months (with potential extension)Location: London onsite full time Monday to Friday 08:30 - 18:30hrs

Key Responsibilities

• Owning pre-trade client relationship & driving front-to-back onboarding to ensure readiness to trade across all products (Derivatives, Repo, Cash)
• Use active discussions with Sales to manage the priority queue
• Drive internal and external conversations to facilitate the negotiation of trading agreements: ISDA-CSA, CDEA, GMRA & GMSLA
• Develop in depth knowledge of all account opening requirements needed such as AML, KYC & product to legal entity alignment
• Manage tight deadlines to ensure we meet clients’ service level expectations: fund launches, market specific deadlines and trade dates
• Provide excellent pre-trade client service
• Demonstrate a sound appreciation of new business policies, and process enhancements

Essential Experience

• Previous experience with client service/financial institutions
• Experience in related onboarding functions (e.g. Due Diligence, Agreement negotiation)
• Understanding of onboarding, KYC/AML or regulatory requirements
• Experience/knowledge of ISDA-CSA, GMRA and other trading agreements