Client Onboarding & Operations Leader

CEI; New York (NY); Hybrid; USD 70,000 - 100,000; Full time

Job summary

CEI in New York is seeking an Operations Analyst to serve as the primary liaison among Sales, Credit, and Regulatory teams and to prioritize onboarding requests. You will drive cross‑functional collaboration to resolve issues quickly and lead Pipeline Review meetings to ensure onboarding transparency and risk management.

The role emphasizes coaching, process improvement, and a culture of continuous learning while maintaining strong client relationships and regulatory compliance within a hybrid

Qualifications

• 3–5 years of client management, operations, due diligence, or related roles.
• Familiarity with ISDA/CSA, GMRA, NDA and related agreements.
• Understanding of trade and client lifecycles in large financial institutions.

Responsibilities

• Serve as primary liaison among Sales, Credit, Regulatory, and internal stakeholders.
• Oversee onboarding processes for new clients and manage ongoing relationships.
• Lead Pipeline Review meetings and provide onboarding transparency.
• Establish and enforce client management policies and procedures.
• Coordinate globally with KYC, Credit, Legal, Compliance, Sales, RM, and Regulatory teams.
• Ensure regulatory requirements are collected and adhered to; assist audits.
• Monitor internal and external system setups and address risks and escalations.
• Support client inquiries from clients, auditors, and internal stakeholders.

Skills

Client management

Operations experience

Legal and regulatory understanding

Communication skills

Job description

CEI in New York is seeking an Operations Analyst to serve as the primary liaison among Sales, Credit, and Regulatory teams and to prioritize onboarding requests. You will drive cross‑functional collaboration to resolve issues quickly and lead Pipeline Review meetings to ensure onboarding transparency and risk management.

The role emphasizes coaching, process improvement, and a culture of continuous learning while maintaining strong client relationships and regulatory compliance within a hybrid