Institutional Client Onboarding Coordinator – Capital Markets

Calculated Hire; Charlotte (NC); On-site; USD 65,000 - 90,000; Full time

Job summary

Calculated Hire is seeking an Institutional Client Onboarding Coordinator to support a Fortune 100 client in its Capital Markets team. You will own onboarding processes, coordinate with Sales, Front Office, Operations, Negotiations, and other stakeholders to drive timely execution and a smooth onboarding experience.

You will manage documentation collection, status updates, and escalation when delays arise, contributing to process improvements and stronger client relationships.

Qualifications

• 3+ years in project coordination, project management, client onboarding, or financial services operations.
• Ability to manage multiple projects and client requests simultaneously.
• Strong written and verbal communication with senior internal stakeholders.
• Excellent organizational skills, attention to detail, and ability to prioritize deadlines.
• Proven ability to build cross-functional relationships to drive resolution.
• Strong problem-solving and proactive escalation abilities.
• Proficiency with Microsoft Office applications (Excel, Outlook, Word, PowerPoint, OneNote).

Responsibilities

• Own and manage assigned onboarding processes from initial request to account opening and setup.
• Serve as central point of contact for clients and internal stakeholders, providing status updates.
• Coordinate onboarding pipeline with Sales and Front Office, communicating progress and roadblocks.
• Participate in client and internal pipeline calls to drive onboarding forward.
• Collect and review required documentation such as tax forms and onboarding agreements.
• Submit onboarding requests through established workflow tools.
• Work with clients, Relationship Managers, Sales, and third-party advisors to obtain missing documentation.
• Partner with Negotiations to ensure agreements and documentation are in place.
• Coordinate with Operations and other teams to enable timely account opening and platform setup.
• Monitor milestones, identify delays, and escalate as needed.
• Prioritize competing onboarding requests and manage escalation as necessary.
• Build relationships across Front Office, Sales, Negotiations, and Operations to enable efficient execution.
• Contribute to onboarding process improvements and milestone tracking.
• Support standardization efforts to improve visibility into the client pipeline.

Skills

Communication

Organization

Cross-functional collaboration

Problem-solving

Multitasking

Tools

Excel

Outlook

Word

PowerPoint

OneNote

Job description

Institutional Client Onboarding Coordinator – Capital Markets

Calculated Hire is seeking an Institutional Client Onboarding Coordinator to support our Fortune 100 financial services client within its Institutional Client Onboarding Team in Capital Markets.

This position will support the firm's growing Repo and Sponsored Repo business, serving as a primary point of contact for institutional client onboarding activities. This individual will take ownership of assigned client onboarding processes, coordinating across Sales, Front Office, Operations, Negotiations, and other internal stakeholders to drive execution, manage timelines, and ensure clients are successfully onboarded.

As onboarding volumes increase and the business works toward critical regulatory deadlines, this individual will play an important role in managing the client pipeline, establishing priorities, and ensuring a positive and efficient onboarding experience.

Responsibilities

• Own and manage assigned institutional client onboarding processes from initial request through account opening and final setup.
• Serve as a central point of contact for assigned clients and internal stakeholders, responding to questions, coordinating requests, and providing regular onboarding status updates.
• Partner closely with Sales and Front Office teams to manage the onboarding pipeline, establish priorities, and communicate progress, outstanding requirements, and potential roadblocks.
• Participate in client and internal Sales pipeline calls, providing updates and helping drive onboarding activities forward.
• Coordinate the collection and review of required client documentation, including organizational documents, tax forms, and applicable onboarding agreements.
• Submit and coordinate new client onboarding and account-opening requests through established workflow tools and procedures.
• Work directly with clients, Relationship Managers, Sales, and third-party advisors to obtain missing documentation, resolve questions, and facilitate timely completion of onboarding requirements.
• Partner with Negotiations teams to ensure appropriate agreements and supporting documentation are in place.
• Coordinate with Operations and other internal support teams to facilitate timely account opening and platform setup.
• Monitor onboarding milestones, proactively identify delays or outstanding requirements, and drive follow-up with appropriate stakeholders.
• Exercise sound judgment in prioritizing competing onboarding requests and determining which issues require immediate attention or escalation.
• Build strong working relationships across Front Office, Sales, Negotiations, Operations, and other support functions to facilitate efficient execution.
• Contribute to the development and enhancement of onboarding processes, including checklists, milestone tracking, workflow tools, and documented procedures and best practices.
• Support the team's ongoing efforts to standardize onboarding practices and improve visibility into the overall client pipeline.

Required Qualifications

• 3+ years of experience in project coordination, project management, client onboarding, implementation, business execution, or financial services operations.
• Demonstrated ability to manage multiple projects, client requests, or complex workflows simultaneously.
• Strong written and verbal communication skills, including the ability to communicate professionally with clients and senior internal stakeholders.
• Excellent organizational skills, attention to detail, and the ability to effectively prioritize competing deadlines.
• Proven ability to build relationships and collaborate across multiple business functions to drive resolution.
• Strong problem-solving skills and the ability to independently identify roadblocks and drive next steps.
• Proficiency in Microsoft Office, particularly Excel, Outlook, Word, PowerPoint, and OneNote.

Desired Qualifications

• Experience supporting Capital Markets, institutional financial services clients, investment banking, or other financial markets businesses.
• Previous experience managing institutional client onboarding or complex financial services implementations.
• Familiarity with institutional onboarding agreements, including ISDA, MSFTA, or similar documentation.
• Experience working with Sales, Relationship Managers, Front Office, Negotiations, and Operations teams.
• Experience managing client pipelines, tracking onboarding milestones, and coordinating cross-functional deliverables.
• Exposure to KYC, account opening, tax documentation, and regulatory onboarding requirements.
• Experience developing onboarding processes, tracking tools, checklists, or workflow improvements.