Serve as the primary liaison for members, clients, and investment counterparties during their onboarding journey, ensuring a seamless and positive experience
Job Summary
Serve as the primary liaison for members, clients, and investment counterparties during their onboarding journey, ensuring a seamless and positive experience.
Oversee onboarding for multiple clearing services including EquityClear, ForexClear, RepoClear, SwapClear, and SwapAgent in a dynamic, client-facing environment.
Contribute to strategic initiatives and change management efforts that enhance onboarding and client servicing capabilities.
Matching Summary
Serve as the primary liaison for members, clients, and investment counterparties during their onboarding journey, ensuring a seamless and positive experience.
Skills & Requirements
Must-have
Client onboarding lifecycle management
Stakeholder engagement and communication
Data management and system accuracy
Risk and compliance adherence
Process improvement and automation
Nice-to-have
Adaptable and curious mindset
Collaborative team player
Customer experience focus
Key Requirements
Bachelor's degree in Finance, Business, Economics, or related field