Prime Services Client Onboarding Lead

Standard Chartered; New York (NY); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive compensation

Job summary

Standard Chartered in New York seeks a Client Implementation Specialist – Prime Services to lead the front-to-back onboarding and transition projects for institutional clients across Prime Brokerage, Clearing, Custody, and Financing. You will coordinate internal stakeholders, ensuring governance and delivering a smooth onboarding experience for high-value clients across Asia.

Under the regional Implementation Lead, you will manage detailed project plans, track milestones, and escalate risks.

Qualifications

• Strong project management and organisational skills.
• Excellent communication and interpersonal skills, both written and verbal.
• Ability to manage competing priorities and deadlines.
• Client-focused mindset with a commitment to service excellence.
• High attention to detail and strong control mindset.
• Comfortable working in a matrixed, global environment.

Responsibilities

• Serve as the day-to-day lead for onboarding projects, acting as the key coordination point between the client and internal teams.
• Develop and maintain detailed project plans outlining all onboarding tasks, owners, dependencies, and timelines.
• Facilitate the execution of onboarding deliverables such as legal documentation, KYC/AML, account opening, connectivity, margin setup, and reporting.
• Coordinate across internal teams, including Sales, Product, Operations, Technology, Legal, Compliance, Credit Risk, and Client Coverage, to ensure delivery readiness.
• Proactively track project milestones, identify risks and delays, and escalate to the Implementation Lead where required.
• Drive resolution of operational or process issues in a timely and transparent manner.
• Maintain structured and professional communication with clients during onboarding, including hosting regular status updates and issue resolution calls.
• Support senior stakeholders on client-facing meetings and documentation preparation as needed.
• Ensure a consistent and positive client experience throughout the implementation lifecycle.
• Ensure all onboarding activities comply with Standard Chartered’s policies and applicable regulatory requirements (e.g., MAS, SFC, HKMA).
• Maintain audit-ready records of project plans, communications, and sign-offs.
• Support regular governance reporting on onboarding metrics, project status, and control breaches.
• Identify and share pain points, inefficiencies, and recurring issues to help improve onboarding processes and tools.
• Contribute to documentation updates, process playbooks, and internal knowledge-sharing initiatives.
• Participate in working groups and forums focused on onboarding innovation or client experience enhancements.

Skills

Project management

Communication skills

Prioritisation

Client focus

Attention to detail

Global environment

Education

Bachelor’s degree in Finance, Economics, Business, or related field

Job description

Standard Chartered in New York seeks a Client Implementation Specialist – Prime Services to lead the front-to-back onboarding and transition projects for institutional clients across Prime Brokerage, Clearing, Custody, and Financing. You will coordinate internal stakeholders, ensuring governance and delivering a smooth onboarding experience for high-value clients across Asia.

Under the regional Implementation Lead, you will manage detailed project plans, track milestones, and escalate risks.