Capital Markets Ops Specialist: Client Onboarding & Trade

Crump Life Insurance Svcs Inc; Atlanta (GA); On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

Medical, dental, vision

401k plan

Vacation days

Job summary

Truist Financial Corporation seeks a Documentation Specialist within the Capital Markets Client Onboarding group to support onboarding and ongoing maintenance of Capital Markets clients across Derivatives, Foreign Exchange, Broker Dealer, and related product lines.

The role serves as a key liaison among Front Office, Legal, Operations and Technology to ensure client records, documentation, and supporting systems remain accurate and up to date throughout the client lifecycle.

Qualifications

• BS/BA Degree, or equivalent education and related training or 5-8 years related experience.
• Excellent interpersonal, time management and problem solving skills.
• Demonstrated technical expertise of select capital markets products and technologies.
• Understanding of Microsoft Office software, especially Excel.

Responsibilities

• Prepare, review, track, and maintenance of trading-related documentation and associated system records (ISDA Master Agreements, CSAs, FX Agreements, etc.).
• Support post-onboarding activities such as legal entity updates, mergers and acquisitions, name changes, and counterparty record management.
• Collaborate with Front Office, Legal, Operations and Technology to ensure client records remain accurate and compliant throughout the lifecycle.

Skills

Interpersonal skills

Time management

Problem solving

Capital markets knowledge

Regulatory knowledge

Education

Bachelor's degree or equivalent

Tools

Microsoft Excel

Power BI

Job description

Truist Financial Corporation seeks a Documentation Specialist within the Capital Markets Client Onboarding group to support onboarding and ongoing maintenance of Capital Markets clients across Derivatives, Foreign Exchange, Broker Dealer, and related product lines.

The role serves as a key liaison among Front Office, Legal, Operations and Technology to ensure client records, documentation, and supporting systems remain accurate and up to date throughout the client lifecycle.