Operational Specialist

Russell Tobin; City of Cohoes (NY); On-site; USD 28,929 - 29,797; Full time

Job summary

A leading financial services firm is seeking an Analyst for their Client Operations team in Saratoga Springs, NY. The role involves managing the client onboarding process, acting as a liaison among various internal teams, and ensuring compliance with regulatory requirements. Candidates should possess strong communication and organizational skills, preferably with 1-3 years of experience in client service within finance. This is an entry-level position offering a full-time opportunity with a competitive pay rate.

Qualifications

• 1–3 years of experience in client service or within a financial institution.
• Strong communication skills with stakeholders.
• Excellent organizational skills in a fast-paced environment.

Responsibilities

• Manage the end‑to‑end onboarding process for clients.
• Serve as the primary liaison between clients and internal teams.
• Negotiate and facilitate documentation such as ISDA and MRA agreements.

Skills

Client service

Communication skills

Organizational skills

Problem-solving

Attention to detail

Job description

Global Banking & Markets - Operations - Client Operations – Analyst

Pay Rate: $21.63/hr on W2

Duration: 6+ Months

Start Date: Immediately

Base Pay Range

$21.00/hr - $21.63/hr

About the Role

The Franchise New Business Group (FNBG) serves as the central point of contact for all aspects of client onboarding and account opening within the Global Banking & Markets division. The FNBG team collaborates closely with Sales, Legal, Credit Risk, Operations, Compliance, and external clients to ensure a seamless onboarding process.

This team supports institutional clients including asset managers, hedge funds, corporations, and private equity firms, developing strong client relationships and managing complex documentation and regulatory requirements. The role is ideal for candidates who thrive in a dynamic, fast‑paced, and collaborative environment and are passionate about client service and operational excellence.

Responsibilities

• Manage the end‑to‑end onboarding process for clients, including Sponsored Repurchase Agreements and related documentation for clearing U.S. Treasuries.
• Serve as the primary liaison between clients and internal teams (Sales, Legal, Compliance, Credit, Operations) to ensure onboarding completion.
• Negotiate and facilitate documentation such as ISDA, MRA, CDEA, and MSFTA agreements.
• Maintain an in‑depth understanding of AML, KYC, and account opening requirements for various legal entities and product alignments.
• Prioritize and track onboarding activities using active engagement with clients and sales teams.
• Meet strict service level expectations and market‑driven deadlines, ensuring timely execution for fund launches and trade readiness.
• Provide exceptional client service during all stages of the onboarding process.
• Contribute to process improvement initiatives and policy updates related to new business onboarding.

Qualifications

• 1–3 years of experience in client service or within a financial institution.
• Strong communication skills (verbal and written) with the ability to engage effectively with internal and external stakeholders.
• Excellent organizational skills, with the ability to multi‑task and prioritize in a fast‑paced environment.
• Strong attention to detail and a proactive approach to problem‑solving.
• Knowledge of onboarding, KYC, AML, and regulatory frameworks preferred.
• Experience with agreement negotiation or related onboarding functions (e.g., Due Diligence, Documentation) is a plus.
• Familiarity with ISDA, MRA, and trading agreements preferred.
• Demonstrated client service orientation and ability to work independently and collaboratively.

Seniority Level

Entry level

Employment Type

Full‑time

Job Function

Customer Service

Industries

Investment Banking

Location: Saratoga Springs, NY