Client Onboarding Specialist

Mindlance; New York (NY); Hybrid; USD 66,124 - 68,880; Part time

Job summary

A staffing agency, located in New York, seeks a Client Onboarding Specialist to manage onboarding processes in the finance sector. The role involves coordinating multiple stakeholders and ensuring all onboarding documentation meets regulatory requirements. Candidates should possess strong project management skills and be adept at stakeholder management. This contract position offers a hybrid work model with an attractive hourly pay range.

Qualifications

• Experience managing onboarding processes in a finance setting.
• Ability to coordinate multiple stakeholders effectively.
• Strong communication skills for client interactions.

Responsibilities

• Manage end-to-end onboarding processes for various Markets.
• Coordinate onboarding activities across multiple stakeholders.
• Ensure all documentation and approvals are completed timely.
• Monitor onboarding milestones and proactively escalate issues.

Skills

Coordination

Project Management

Stakeholder Management

Job description

This range is provided by Mindlance. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$48.00/hr - $50.00/hr

Title: Client Onboarding Specialist

Location: New York, NY (Hybrid)

Key Responsibilities

• Manage end-to-end onboarding processes for Markets (e.g., Sales & Trading, Capital Markets, Global Markets) from initiation through go-live.
• Coordinate onboarding activities across multiple stakeholders including Front Office, KYC, AML, Compliance, Legal, Risk, Operations, Credit, and Technology.
• Serve as the primary point of contact for onboarding requests, tracking status, dependencies, and deliverables.
• Ensure all onboarding documentation, approvals, and regulatory requirements are completed accurately and within defined timelines.
• Monitor onboarding milestones, identify risks or delays, and proactively escalation issues as needed.
• Maintain onboarding trackers, dashboards, and reporting for management visibility.
• Ensure adherence to internal controls, governance standards, and regulatory policies.
• Support process improvement initiatives to enhance onboarding efficiency and client experience.

Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of – Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans.

Seniority level

Not Applicable

Employment type

Contract

Job function

Finance and Consulting

Industries

Banking, Financial Services, and Investment Banking