Strategic Onboarding Associate - Institutional Clients

Clear Street; New York (NY); On-site; USD 95,000 - 110,000; Full time

Benefits offered by this job

Equity

401k matching

Medical, dental & vision insurance

Lunch stipends

Job summary

Clear Street is seeking a client onboarding associate in New York to partner with Sales and Trading, futures clearing, investment banking, and legal/compliance on all facets of the client lifecycle—from onboarding to offboarding. You will join a fast-paced, collaborative team focused on delivering best-in-class onboarding experiences for institutional clients.

The role emphasizes regulatory knowledge and strong relationship management, with opportunities to influence how onboarding, maintenance,

Qualifications

• 2–3 years of experience in Client Onboarding (Equities Prime Brokerage, Futures Clearing, or Security-Based Swaps).
• Client-focused with ability to maintain relationships through market cycles and product innovations.
• Strong team player, open to feedback, and capable of working cross-functionally.
• Basic understanding of FINRA and SEC regulatory requirements in Prime Brokerage and SBSD environments.
• Familiar with core AML and KYC requirements for institutional clients such as hedge funds and asset managers.
• Willing to learn screening tools like WorldCheck and CLEAR and perform basic research for KYC reports.

Responsibilities

• Lead client onboarding, new account openings, periodic refreshes and offboarding across teams.
• Collaborate with Sales, Trading, and Compliance on the client lifecycle.
• Assist with KYC due diligence and escalate issues under senior guidance.
• Help shape onboarding processes in a fast-growing, innovative environment.

Skills

Client Onboarding

Team player

Regulatory awareness

KYC/AML knowledge

Relationship management

Job description

Clear Street is seeking a client onboarding associate in New York to partner with Sales and Trading, futures clearing, investment banking, and legal/compliance on all facets of the client lifecycle—from onboarding to offboarding. You will join a fast-paced, collaborative team focused on delivering best-in-class onboarding experiences for institutional clients.

The role emphasizes regulatory knowledge and strong relationship management, with opportunities to influence how onboarding, maintenance,