Client Implementation Specialist

Standard Chartered; New York (NY); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive compensation

Job summary

Standard Chartered in New York seeks a Client Implementation Specialist – Prime Services to lead the front-to-back onboarding and transition projects for institutional clients across Prime Brokerage, Clearing, Custody, and Financing. You will coordinate internal stakeholders, ensuring governance and delivering a smooth onboarding experience for high-value clients across Asia.

Under the regional Implementation Lead, you will manage detailed project plans, track milestones, and escalate risks.

Qualifications

• Strong project management and organisational skills.
• Excellent communication and interpersonal skills, both written and verbal.
• Ability to manage competing priorities and deadlines.
• Client-focused mindset with a commitment to service excellence.
• High attention to detail and strong control mindset.
• Comfortable working in a matrixed, global environment.

Responsibilities

• Serve as the day-to-day lead for onboarding projects, acting as the key coordination point between the client and internal teams.
• Develop and maintain detailed project plans outlining all onboarding tasks, owners, dependencies, and timelines.
• Facilitate the execution of onboarding deliverables such as legal documentation, KYC/AML, account opening, connectivity, margin setup, and reporting.
• Coordinate across internal teams, including Sales, Product, Operations, Technology, Legal, Compliance, Credit Risk, and Client Coverage, to ensure delivery readiness.
• Proactively track project milestones, identify risks and delays, and escalate to the Implementation Lead where required.
• Drive resolution of operational or process issues in a timely and transparent manner.
• Maintain structured and professional communication with clients during onboarding, including hosting regular status updates and issue resolution calls.
• Support senior stakeholders on client-facing meetings and documentation preparation as needed.
• Ensure a consistent and positive client experience throughout the implementation lifecycle.
• Ensure all onboarding activities comply with Standard Chartered’s policies and applicable regulatory requirements (e.g., MAS, SFC, HKMA).
• Maintain audit-ready records of project plans, communications, and sign-offs.
• Support regular governance reporting on onboarding metrics, project status, and control breaches.
• Identify and share pain points, inefficiencies, and recurring issues to help improve onboarding processes and tools.
• Contribute to documentation updates, process playbooks, and internal knowledge-sharing initiatives.
• Participate in working groups and forums focused on onboarding innovation or client experience enhancements.

Skills

Project management

Communication skills

Prioritisation

Client focus

Attention to detail

Global environment

Education

Bachelor’s degree in Finance, Economics, Business, or related field

Job description

Job Summary
As a Client Implementation Specialist – Prime Services, you will be responsible for managing the front-to-back execution of onboarding and transition projects for institutional clients across Prime Brokerage, Clearing, Custody, and Financing. Working under the regional Implementation Lead, you will coordinate internal stakeholders, ensure adherence to governance standards, and deliver a smooth and timely onboarding experience for high-value clients in Asia.

Job Summary
As a Client Implementation Specialist – Prime Services, you will be responsible for managing the front-to-back execution of onboarding and transition projects for institutional clients across Prime Brokerage, Clearing, Custody, and Financing. Working under the regional Implementation Lead, you will coordinate internal stakeholders, ensure adherence to governance standards, and deliver a smooth and timely onboarding experience for high-value clients in Asia.

Key Responsibilities
Client Onboarding & Implementation

• Serve as the day-to-day lead for onboarding projects, acting as the key coordination point between the client and internal teams.
• Develop and maintain detailed project plans outlining all onboarding tasks, owners, dependencies, and timelines.
• Facilitate the execution of onboarding deliverables such as legal documentation, KYC/AML, account opening, connectivity, margin setup, and reporting.

Internal Coordination

• Coordinate across internal teams, including Sales, Product, Operations, Technology, Legal, Compliance, Credit Risk, and Client Coverage, to ensure delivery readiness.
• Proactively track project milestones, identify risks and delays, and escalate to the Implementation Lead where required.
• Drive resolution of operational or process issues in a timely and transparent manner.

Client Communication

• Maintain structured and professional communication with clients during onboarding, including hosting regular status updates and issue resolution calls.
• Support senior stakeholders on client-facing meetings and documentation preparation as needed.
• Ensure a consistent and positive client experience throughout the implementation lifecycle.

Governance & Control

• Ensure all onboarding activities comply with Standard Chartered’s policies and applicable regulatory requirements (e.g., MAS, SFC, HKMA).
• Maintain audit-ready records of project plans, communications, and sign-offs.
• Support regular governance reporting on onboarding metrics, project status, and control breaches.

Continuous Improvement

• Identify and share pain points, inefficiencies, and recurring issues to help improve onboarding processes and tools.
• Contribute to documentation updates, process playbooks, and internal knowledge-sharing initiatives.
• Participate in working groups and forums focused on onboarding innovation or client experience enhancements.

Skills And Experience

• Strong project management and organisational skills
• Excellent communication and interpersonal skills, both written and verbal
• Ability to manage competing priorities and deadlines
• Client-focused mindset with a commitment to service excellence
• High attention to detail and strong control mindset
• Comfortable working in a matrixed, global environment

Role Specific Technical Competencies

• Business Facilitation
• Manage Change
• Service Delivery Operations
• Client Relationship Management
• Communication Skills
• Product Knowledge

Qualifications

• 6+ years of experience in Prime Brokerage, Institutional Onboarding, Client Implementation, or Financial Markets Operations (especially FX and Rates).
• Knowledge of Prime Services offerings, including clearing, custody, margining, and financing is strongly preferred.
• Proven ability to manage multiple projects and stakeholders in a time-sensitive environment.
• Experience working with hedge funds, asset managers, or institutional clients is highly advantageous.
• Familiarity with KYC/AML, documentation, and regulatory onboarding requirements in Asia.
• Bachelor’s degree in Finance, Economics, Business, or a related field.

About Standard Chartered
We\'re an international bank, nimble enough to act, big enough for impact. For more than 170 years, we\'ve worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you\'re looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can\'t wait to see the talents you can bring us.
Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you\'ll see how we value difference and advocate inclusion.
Together We

• Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
• Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
• Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

What We Offer
In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.