Client Onboarding & Operations Lead

Jobtailor; Getzville (NY); On-site; USD 65,000 - 90,000; Full time

Job summary

Jobtailor is seeking a dedicated professional to support client onboarding and ongoing maintenance in Capital Markets. You will collaborate with sales, client executives, and clients to streamline onboarding, reduce administrative burden, and enable cross-product solutions that enhance client engagement.

You will diagnose root causes, implement scalable processes, and act as escalation for issues between sales, clients, and support teams, improving STP and desk controls while sustaining client

Qualifications

• Experience in Capital Markets or Operations, Risk, Client On-boarding, Middle Office.
• Understanding of Markets Products or Financial Degree.
• Experience in a financial organization preferred.

Responsibilities

• Lead onboarding and maintenance of high-value clients in Capital Markets.
• Support sales lifecycle and client engagement with cross-product solutions.
• Analyze root causes and implement robust processes to prevent errors.

Skills

Client Lifecycle Management

Issue Diagnosis

Process Improvement

Operational Reliability

Cross Product Solutions

STP Improvement

Pre and Post-Trade Management

Desk Controls Monitoring

Credit Line Management

Settlement Issue Resolution

Proactive Communication

Problem Solving

Collaboration

Client Engagement

Team Leadership

Education

Financial Degree

Job description

Jobtailor is seeking a dedicated professional to support client onboarding and ongoing maintenance in Capital Markets. You will collaborate with sales, client executives, and clients to streamline onboarding, reduce administrative burden, and enable cross-product solutions that enhance client engagement.

You will diagnose root causes, implement scalable processes, and act as escalation for issues between sales, clients, and support teams, improving STP and desk controls while sustaining client