APAC Client Onboarding & Transition Associate

Jefferies; Hong Kong; On-site; HKD 450,000 - 750,000; Full time

Job summary

Jefferies is seeking an Associate for Prime Services APAC Client Onboarding and Transitioning in Hong Kong. The role covers end-to-end onboarding of custody/DVP/swap accounts, client training on firm tech, and maintaining onboarding documentation within firm policy.

Responsibilities include CIP/KYC, coordinating paperwork for Cash and Synthetic Prime Brokerage, and ensuring smooth transitions of new accounts onto the platform while collaborating with Legal, Compliance, Risk and Credit teams.

Qualifications

• Minimum 2 years of client onboarding experience in Prime Services.
• Extremely detail-oriented with strong time management.
• Ability to handle multiple requests in a team environment.
• Excellent follow-up skills and sense of urgency.
• Experience in capital markets operations and new accounts onboarding.

Responsibilities

• End-to-end onboarding and opening of custody, DVP and swap accounts.
• Support onboarding of new clients and train clients on Firm's technology.
• Maintain onboarding docs and account setup checklists.
• Perform CIP/KYC for all new Prime Services clients.
• Coordinate client documentation for Cash and Synthetic Prime Brokerage.
• Coordinate platform setup and demonstrate applications to clients.
• Collaborate with sales/service to transition accounts onto platform.
• Work with Legal, Compliance, Risk and Credit for onboarding requests.
• Address client requests such as trading connectivity and margin inquiries during onboarding.

Skills

Detail oriented

Time management

Multi-tasking

Onboarding experience

Job description

Jefferies is seeking an Associate for Prime Services APAC Client Onboarding and Transitioning in Hong Kong. The role covers end-to-end onboarding of custody/DVP/swap accounts, client training on firm tech, and maintaining onboarding documentation within firm policy.

Responsibilities include CIP/KYC, coordinating paperwork for Cash and Synthetic Prime Brokerage, and ensuring smooth transitions of new accounts onto the platform while collaborating with Legal, Compliance, Risk and Credit teams.