Institutional Onboarding Specialist – 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

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.