Client Onboarding Analyst - Trading & Regs Focus

Spectraforce Technologies; New York (NY); On-site; USD 34,440 - 55,104; Full time

Job summary

Spectraforce Technologies in New York, NY is seeking a CW Analyst to manage client onboarding for sponsored repo and related agreements. The role focuses on onboarding and document negotiation to support timely settlement and regulatory compliance, with a six-month duration and on-site work in New York.

Ideal candidates have a Bachelor's degree and 1–3 years in client service within financial institutions, excellent communication, and strong organizational skills.

Qualifications

• Bachelor's degree in a related field.
• 1–3 years client service/financial institution experience.
• Strong written and verbal communication skills.
• Excellent organizational skills and ability to multi-task.
• Attention to detail and client service orientation.
• Familiarity with onboarding, KYC or regulatory requirements.
• Experience with ISDA, MRA, or trading agreements is preferred.
• Prior onboarding or due diligence exposure is a plus.

Responsibilities

• Own and drive the onboarding process for all client types and products.
• Coordinate discussions with Sales and clients to manage priority queues.
• Negotiate trading agreements: ISDA, MRA, CDEA, MSFTA.
• Develop knowledge of AML, KYC and entity alignment.
• Meet tight deadlines for fund launches, market-specific deadlines, and trade dates.
• Provide excellent client service at onboarding.
• Adapt to new business policies and process improvements.

Skills

Client service

Communication

Organization

Attention to detail

Onboarding

Regulatory knowledge

Education

Bachelor's Degree

Job description

Spectraforce Technologies in New York, NY is seeking a CW Analyst to manage client onboarding for sponsored repo and related agreements. The role focuses on onboarding and document negotiation to support timely settlement and regulatory compliance, with a six-month duration and on-site work in New York.

Ideal candidates have a Bachelor's degree and 1–3 years in client service within financial institutions, excellent communication, and strong organizational skills.