Global Client Onboarding & Coordination Lead

Lenmar Consulting Inc; New York (NY); On-site; USD 52,000 - 70,000; Part time

Job summary

Direct Financial Client is seeking a Client Integration Officer in NYC to serve as the primary liaison among Sales, Credit, and Regulatory teams, overseeing end-to-end onboarding, client management and issue resolution. The role requires coordinating with KYC, Legal and Compliance to ensure compliant onboarding and ongoing client relationships across global markets.

The position emphasizes stakeholder collaboration, process governance, and timely escalation of risks, with a focus on delivering

Qualifications

• 3–5 years of client management, operations, credit, due diligence, and/or legal negotiations experience.
• Understanding of ISDA/CSA, GMRA, MSFTA, Side Letters, NDA's, ETSA, Options Agreements etc.
• Understanding how a large financial institution operates, with knowledge of both trade and client lifecycles.
• Good interpersonal and communication skills.

Responsibilities

• Oversee the onboarding process for new Clients and maintain existing relationships end-to-end.
• Establish end-to-end client management processes and enforce through policies and procedures.
• Facilitate Global coordination and collaboration with various stakeholders (KYC, Credit, Legal, Compliance; Sales, Relationship Managers; Regulatory).
• Responsible for regulatory requirements collection, review and adherence.
• Ensure internal/external systems setup.
• Oversee the mitigation of risks related to the processes; escalate as required.
• Participate in external & internal audits of the Bank's functions and processes.
• Set an example and promote a culture of delivery excellence within the team, encourage open discussion.
• Monitor ongoing production process and resource utilization.
• Act on feedback from client reviews to maintain client satisfaction.
• Assist in dealing with technical queries from clients/auditors/internal stakeholders.
• Take responsibility for personal development and training.

Skills

Client management

Operations

Credit

Due diligence

Legal negotiations

Job description

Direct Financial Client is seeking a Client Integration Officer in NYC to serve as the primary liaison among Sales, Credit, and Regulatory teams, overseeing end-to-end onboarding, client management and issue resolution. The role requires coordinating with KYC, Legal and Compliance to ensure compliant onboarding and ongoing client relationships across global markets.

The position emphasizes stakeholder collaboration, process governance, and timely escalation of risks, with a focus on delivering