Client Onboarding

1 to 3 years of experience in financial industry within Operations roles. Client onboarding, Client relationship, Project Management, Derivative Operations Trade Support experience preferredTechnical understanding of transaction lifecycle in one or more asset classes (Rates, Credit and Equity OTC Derivatives, OTC Clearing, Listed Derivatives, FX, Sec...

Job Responsibilities· Lead end-to-end customer onboarding: kickoff, implementation, testing, and go-live· Manage multiple onboarding projects with timely milestone delivery· Serve as primary customer contact during onboarding· Design scalable, modular solutions based on client needs· Support data integration (APIs, databases, CRMs, etc.)· Collaborate...

The Client Onboarding Manager provides full leadership and supervisory responsibility. Provides operational/service leadership and direction to team(s). Applies in-depth disciplinary knowledge through provision of value-added perspectives or advisory services. May contribute to the development of new techniques, models and plans within area of expertise....

Client Onboarding- Investment Banking (Trade, Derivatives, Reporting) We're hiring Client Onboarding- Investment Banking (Trade, Derivatives, Reporting) Experience: 1-3 Years Location: Mumbai (Apply if you are in western line) Notice Period: Immediate Joiners Primary Responsibilities: 1. Initiate different product accounts on systems. 2....

Job Title: Client Onboarding (Wealth Management)Location: MumbaiWork Mode:HybridAbout the Role:Wealth Management team to onboard and support high-net-worth clients while ensuring data integrity, compliance, and regulatory adherence. You will work closely with internal stakeholders and provide support across Singapore and Hong Kong regions.Key...

Who we are looking for State Street's Global Markets division (SSGM) is looking for a candidate with 3 to 5 years of experience in Client Onboarding. Knowledge of KYC, ISDA, CSA, EBC, Swap Doc, Port Rec, Variation Margin, Initial Margin & ISDA Stay Requirements would be an added advantage. Why this role is important to us The team you will be...

Job OverviewWe're looking for an enthusiastic and detail-oriented Customer Onboarding & Client Servicing Specialist to be a critical link between our product and our customers. This role is responsible for ensuring a seamless, positive experience for new clients as they integrate and begin using our platform or service. After the initial setup, you'll...

At Citi, we get to connect millions of people across hundreds of cities and countries every day. And we have been doing it for more than 200 years.  We do this through our unparalleled global network.  We provide a broad range of financial services and products to our clients – whether they be consumers, corporations, governments or institutions – to...

Job Description : - Lead end-to-end customer onboarding: kickoff, implementation, testing, and go-live - Manage multiple onboarding projects with timely milestone delivery - Serve as primary customer contact during onboarding - Design scalable, modular solutions based on client needs - Support data integration (APIs, databases, CRMs, etc.) ...

Dezerv is a house of investing solutions for high-net-worth and affluent Indians. Dezerv is co-founded by Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor. They have led successful wealth management businesses and managed over USD 7 billion in assets. The Dezerv team brings together decades of investing expertise from leading global financial...