Associate, PTS Customer Onboarding

LSEG; Philippines; On-site; PHP 446,000 - 781,000; Full time

Job summary

LSEG is seeking an Associate, Customer Onboarding in the Post Trade Solutions team to support onboarding for new clients on post-trade platforms. The role includes training, cross-functional collaboration, and ensuring accurate documentation and timely onboarding.

The ideal candidate is a fresh or early-career professional with strong communication skills and a willingness to learn about post-trade operations and financial markets. US hours are required.

Qualifications

• Bachelor’s degree required in Finance, Management / Business Administration, IT or related discipline.
• Fresh graduates welcome to apply and encouraged to join the team.
• Experience in Customer Support, Service Desk, or any client-facing role is a plus but not required; training will be provided.
• Familiarity with CRM or ticketing tools such as Salesforce or ServiceNow is advantageous.

Responsibilities

• Assist in managing the customer onboarding process, ensuring documentation, account setup, and system configurations are completed accurately and on time.
• Serve as a point of contact for customers during onboarding, responding professionally and promptly.
• Coordinate with internal teams to facilitate a seamless onboarding experience for new clients.
• Record and maintain customer information, onboarding status updates, and case notes in relevant systems (e.g., Salesforce, ServiceNow).
• Monitor onboarding tasks and follow up to meet timelines and SLAs.
• Escalate complex issues to senior team members with thorough documentation of issues and resolutions.
• Participate in team meetings, training sessions, and knowledge-sharing to grow product knowledge and onboarding expertise.
• Suggest process improvements by flagging recurring issues and opportunities for efficiency.
• Deliver high-quality service aligned with customer experience standards and KPIs.
• Work during US business hours to support North American clients.

Skills

Communication

Attention to Detail

Willingness to Learn

Self-Motivation

Team Collaboration

Adaptability

US Shift

Education

Bachelor’s degree in Finance, Management / Business Administration, IT

Tools

Salesforce

ServiceNow

Job description

Job Description: Associate, Customer Onboarding

Department: Post Trade Solutions (PTS) — Customer Onboarding

Level: Associate

Employment Type: Full-Time

Work Schedule: US Hours

About the Role

We are looking for a driven and detail-oriented Associate, Customer Onboarding to join our Post Trade Solutions (PTS) Customer Onboarding team. This is an excellent opportunity for a fresh or early-career professional who is eager to build a career in financial services and client operations. As an Associate, you will support the onboarding of new customers onto LSEG’s post-trade platforms and services, ensuring that each client receives a smooth, accurate, and positive onboarding experience.

You will be provided with comprehensive training and continuous guidance to help you grow within the role and develop a strong foundation in customer onboarding, post-trade operations, and financial markets. If you are self-motivated, a fast learner, and passionate about delivering excellent

customer service, we encourage you to apply.

Key Responsibilities

• Assist in managing the customer onboarding process, ensuring all required documentation, account setup, and system configurations are completed accurately and on time.




• Serve as a point of contact for customers during the onboarding phase, responding to inquiries professionally and in a timely manner.




• Coordinate with internal teams such as Technical Support, Sales, and Operations to facilitate a seamless onboarding experience for new clients.




• Accurately record and maintain customer information, onboarding status updates, and case notes in relevant systems (e.g., Salesforce, ServiceNow).




• Monitor onboarding tasks and follow up proactively to ensure all steps are completed within established timelines and service level agreements (SLAs).




• Escalate complex or unresolved customer issues to senior team members in a timely and organized manner, providing thorough documentation of the issue and steps taken.




• Participate actively in team meetings, training sessions, and knowledge-sharing activities to continuously develop product knowledge and onboarding expertise.




• Support continuous improvement efforts by flagging recurring issues and suggesting process enhancements.




• Deliver consistent and high-quality service that aligns with LSEG’s customer experience standards and team KPIs.




• Work during US business hours as required to support our North American customer base.

Required Qualifications & Skills

• Communication: Excellent verbal and written communication skills in English, with the ability to interact clearly, professionally, and confidently with customers and internal teams.




• Attention to Detail: Strong ability to review and process information with a high degree of accuracy, ensuring data integrity and quality in all customer-related tasks.




• Willingness to Learn: Open to training, coaching, and feedback; demonstrates a growth mindset and eagerness to develop new skills and knowledge.




• Self-Motivation: Proactive and goal-oriented; capable of managing assigned tasks independently and taking initiative to resolve issues or seek guidance when needed.




• Team Collaboration: Works well within a team environment, supports colleagues, and contributes positively to team goals and culture.




• Adaptability: Comfortable working in a fast-paced, dynamic environment and adjusting to evolving processes and customer needs.




• Work Schedule Flexibility: Willing and able to work on a US shift schedule on a consistent basis.

Experience Requirements

• Fresh graduates are welcome and encouraged to apply.




• No prior work experience required




• Experience in Customer Support, Service Desk, or any client-facing role is a significant advantage.




• Familiarity with CRM or ticketing tools (e.g., Salesforce, ServiceNow) is a plus but not required; training will be provided.




• Basic understanding of financial markets, post-trade processes, or financial services operations is an advantage.

Education Requirements

• Bachelor’s degree in any of the following fields is required: Finance, Management / Business Administration, IT or any related discipline

Training & Development

• New Associates will undergo a structured onboarding and training program covering:LSEG’s post-trade products and platforms, Customer onboarding workflows and tools, Systems and tools training (CRM, ticketing, internal platforms) Communication and customer service best practices




• Ongoing coaching and mentoring will be provided by Senior Associates and Team Leads to support your professional growth.

Career Stage:

Associate

London Stock Exchange Group (LSEG) Information:

Join us and be part of a team that values innovation, quality, and continuous improvement. If you’re ready to take your career to the next level and make a significant impact, we’d love to hear from you.

LSEG is a leading global financial markets infrastructure and data provider. Our purpose is driving financial stability, empowering economies and enabling customers to create sustainable growth.

Our purpose is the foundation on which our culture is built. Our values of Integrity, Partnership , Excellence and Change underpin our purpose and set the standard for everything we do, every day. They go to the heart of who we are and guide our decision making and everyday actions.

Working with us means that you will be part of a dynamic organisation of 25,000 people across 65 countries. However, we will value your individuality and enable you to bring your true self to work so you can help enrich our diverse workforce.

We are proud to be an equal opportunities employer. This means that we do not discriminate on the basis of anyone’s race, religion, colour, national origin, gender, sexual orientation, gender identity, gender expression, age, marital status, veteran status, pregnancy or disability, or any other basis protected under applicable law. Conforming with applicable law, we can reasonably accommodate applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.

You will be part of a collaborative and creative culture where we encourage new ideas. We are committed to sustainability across our global business and we are proud to partner with our customers to help them meet their sustainability objectives. Our charity, the LSEG Foundation provides charitable grants to community groups that help people access economic opportunities and build a secure future with financial independence. Colleagues can get involved through fundraising and volunteering.

LSEG offers a range of tailored benefits and support, including healthcare, retirement planning, paid volunteering days and wellbeing initiatives.

Please take a moment to read this privacy notice carefully, as it describes what personal information London Stock Exchange Group (LSEG) (we) may hold about you, what it’s used for, and how it’s obtained, your rights and how to contact us as a data subject.

If you are submitting as a Recruitment Agency Partner, it is essential and your responsibility to ensure that candidates applying to LSEG are aware of this privacy notice.