Client Integration Officer

Axelon Services Corporation; New York (NY); On-site; USD 52,000 - 70,000; Full time

Job summary

Axelon Services Corporation in New York, NY, seeks a Client Integration Officer (CEP) to oversee client onboarding and manage ongoing relationships. This role coordinates cross-functionally with KYC, Credit, Legal, Compliance, Sales, and Relationship Managers to ensure smooth onboarding and regulatory alignment.

The position requires 3-5 years of related experience, with strong knowledge of banking agreements and lifecycle management.

Qualifications

• 3-5 years of client management, operations, credit, due diligence, and/or legal negotiations experience.
• Familiarity with ISDA/CSA, GMRA, NDA/ETSA and related banking agreements.

Responsibilities

• Oversee onboarding of new clients and maintain ongoing relationships.
• Establish end-to-end client management processes and enforce policies.
• Coordinate with stakeholders (KYC, Credit, Legal, Compliance, Sales, RM, Regulatory).
• Collect, review, and ensure adherence to regulatory requirements.
• Ensure internal and external systems setups are complete.
• Monitor risks and escalate issues; support audits when needed.

Skills

Client management

Operations

Due diligence

Legal negotiations

Credit

Job description

Job Title: Client Integration Officer (CEP)

Location: New York, NY

Pay: 44.2/hr

Responsibilities

• Responsible for overseeing the onboarding process for new Clients and maintaining existing relationships as part of the end-to-end client coordination process
• Establish end-to-end client management processes and enforce through policies and procedures
• Facilitate Global coordination and collaboration with various stakeholders (KYC, Credit, Legal, Compliance; Sales, Relationship Managers; Regulatory)
• Responsible for regulatory requirements collection, review and adherence
• Ensure internal/external systems setup
• Oversee the mitigation of risks related to the processes; facilitate escalations when required
• Participate, as needed, in external & internal audits of the Bank’s functions and processes.
• Set an example and promote a culture of delivery excellence within the team, encourage an environment of openness that welcomes effective challenge and supports open discussion.
• Monitor the ongoing production process and the effective utilization of resources.
• Act on feedback from client reviews to maintain client satisfaction.
• Assist in dealing with technical queries from clients / auditors / internal stakeholders.
• Take responsibility for personal development and training.

Minimum Required Qualifications

• 3-5 years of Client Management, Operations, Credit, Due Diligence, and/or Legal Negotiations experience
• Understanding of relevant legal agreements (ISDA/CSA, GMRA, MSFTA, Side Letters, NDA’s, ETSA, Options Agreements etc.)
• Understanding how a large financial institution operates, with knowledge of both trade and client lifecycles.
• Good interpersonal and communication skills.

Preferred Qualifications

• Strong functional expertise in one or more areas (Risk, Legal, Due Diligence, Client Management, Operations)
• Deep understanding of banking regulations and operations