Static Data / Static Data Operations

Phyton Talent Advisors; San Diego (CA); Sur place; USD 70 000 - 90 000; Plein temps

Avantages offerts par ce poste

Medical insurance

Vision insurance

401(k)

Résumé du poste

A financial services firm in San Diego is seeking a motivated Account Opening Specialist to manage the client onboarding process and maintain static data accuracy. This role involves close collaboration with multiple teams including Front Office and Compliance. The ideal candidate will possess strong experience in Static Data within a broker-dealer setting, excellent communication skills, and the ability to thrive in a fast-paced environment. This position is in-office five days a week, presenting a strong opportunity for visibility and impact within the organization.

Qualifications

• Minimum of 3 years of experience in Static Data, Client Onboarding, or Account Opening within a financial institution.
• Strong understanding of client reference data and onboarding controls.
• High attention to detail and strong organizational skills.

Responsabilités

• Manage the end-to-end account onboarding process for new clients.
• Maintain and update static data across internal systems.
• Coordinate with Compliance and Operations to ensure adherence to regulations.

Connaissances

Static Data Management

Client Onboarding

Attention to Detail

Organizational Skills

Communication Skills

Independence

Description du poste

Static Data / Account Opening Specialist

A well-established broker-dealer headquartered in New York City is expanding its footprint to the West Coast and is seeking a motivated professional with strong experience in Static Data and Account Opening to join its growing team. This is a high-visibility role offering close collaboration with Front Office, Operations, Compliance, and Technology, as well as regular exposure to senior-level management. The ideal candidate is detail-oriented, process-driven, and thrives in a fast-paced trading environment.

Key Responsibilities

• Manage the end-to-end account onboarding process for new clients, including collection, review, and validation of required documentation
• Maintain and update static data across internal systems, ensuring accuracy and completeness
• Partner closely with Front Office teams to support client onboarding and ongoing account maintenance
• Coordinate with Compliance, Legal, and Operations to ensure adherence to regulatory and internal requirements
• Identify opportunities to improve onboarding workflows and data quality controls
• Serve as a point of contact for internal stakeholders on account-related inquiries

Qualifications

• Minimum of 3 years of experience in Static Data, Client Onboarding, or Account Opening within a broker-dealer, investment bank, or similar financial institution
• Strong understanding of client reference data, KYC/AML requirements, and onboarding controls
• High attention to detail with strong organizational and time-management skills
• Excellent communication skills and ability to interact directly with Front Office and senior stakeholders
• Ability to work independently in a fast-paced, deadline-driven environment

Why This Role

• Opportunity to work closely with revenue-generating teams
• High visibility with senior management
• Be part of a firm during a significant growth and expansion phase
• Stable platform with a strong market reputation

This role is in-office five days per week and is ideal for someone looking to build long-term visibility and impact within a top-tier financial services organization.

Seniority level

• Associate

Employment type

• Full-time

Job function

• Finance

Benefits

• Medical insurance
• Vision insurance
• 401(k)