Client Onboarding Lead (E1F8D20)

Referment; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Referment seeks a client onboarding professional to lead its US onboarding operations, guiding clients from initial engagement through live trading. You will coordinate onboarding with internal teams and external counterparties, ensuring smooth, timely setups and ongoing success.

This role requires proven onboarding experience in financial services, with a focus on institutional clients. You will build lasting relationships while resolving issues and identifying opportunities to expand the

Qualifications

• Proven onboarding experience in financial services or fintech.
• Experience with institutional clients (asset managers/hedge funds) preferred.
• Strong project management and organizational skills.
• Clear written and verbal communication; capable of working independently.

Responsibilities

• Lead US client onboarding from engagement to trading readiness.
• Coordinate onboarding across internal teams and external counterparties.
• Maintain regular contact with clients; manage expectations and priorities.
• Identify cross-sell/upsell opportunities through understanding client goals.
• Resolve client problems with colleagues and vendors to improve experience.
• Continue post-onboarding relationship management and support.

Skills

Onboarding experience

Institutional clients

Project management

Communication skills

Independence

Tools

HubSpot CRM

Job description

Referment is working with a financial technology business that helps institutional investment firms and corporate treasury teams manage currency risk and cash investments. It is looking for a client onboarding professional to lead its US onboarding operation and guide clients from initial engagement through to live trading.

Reporting to the Head of Customer Success, you'll work with Business Development, Compliance and Operations to coordinate the practical steps behind a trading relationship. That means understanding client needs, keeping internal stakeholders aligned and helping clients complete their operational, commercial, regulatory and technical set-up with the business and its counterparty banks.

The remit continues beyond go-live. You'll act as a senior client contact, build long-term relationships and identify relevant opportunities to expand those relationships, while working with the wider customer success and operations teams to support clients globally.

The Role

• Lead US client onboarding, taking responsibility for progress from initial engagement to trading readiness.
• Coordinate new and existing clients' trading set-up across internal teams and external counterparties, resolving issues that could delay onboarding.
• Keep clients and stakeholders informed, managing expectations and multiple priorities throughout the process.
• Maintain regular contact after onboarding, responding to questions, feedback and changing requirements.
• Identify relevant cross-sell or upsell opportunities through an understanding of clients' longer-term goals.
• Work with colleagues, counterparties and vendors to resolve client problems and improve the customer experience.

What We're Looking For

• Proven client onboarding experience, ideally gained in financial services.
• Experience working with institutional clients, particularly asset managers or hedge funds.
• The confidence to work independently and take responsibility for an onboarding operation.
• Strong organisation and project management skills, with clear written and verbal communication.
• A practical, collaborative approach to resolving issues and building lasting client relationships.

Useful Additional Experience

Knowledge of investment and fund structures, capital markets or FX would be valuable. Familiarity with HubSpot is useful, but is not essential.

This could suit an institutional onboarding specialist or client services professional who combines operational follow-through with relationship management and wants a hands-on role spanning onboarding and ongoing customer success.

#Referment