Job Description

Reference # : 18-03081Title : Client Onboarding Analyst
Location : Chicago, IL
Position Type : Direct Placement
Experience Level : Start Date : 03/20/2018
Assignment Detail
Industry:Financial ServicesJob Category:Finance / Accounting
Description
Eclaro International is currently recruiting for Client Onboarding Analyst for one of our financial services clients.

Job Description:


The F&O Onboarding team is responsible for coordination of the client documentation and working with clients, Front Office, Legal, Credit, Compliance, KYC/AML and Integration to onboard new funds for F&O and OTC Clearing. The responsibilities of this role include coverage of firm high profile clients, including large asset managers. The coverage of client relationships will include full coordination of collecting client documentation and other requirements, facilitating KYC review and approval, reviewing documents for capacity and authority language, managing relevant regulatory requests and data, analyzing complex account structures, coordinating all internal sign-offs and ensuring clients, management and key stakeholders are aware of progress.

Job Responsibilities:

• Review complex client account structures (corporations, trusts, hedge funds, partnerships, pension funds, mutual funds)
• Review capacity and authority language for Futures and OTC Clearing within client documentation
• Apply for copers on new funds
• Coordinate calls with large institutional clients to collect documentation and other requirements needed for onboarding new funds in a timely fashion
• Prepare static data to be sent to RDS to open accounts
• Navigate internal organization to gather approvals on new funds from Credit, Legal, and Compliance
• Articulate, escalate and highlight delays in client onboarding process to Front Office
• Review of existing procedures to ensure proper documentation and controls are in place
• Create new procedures and roll out processes for new products
• Participate in projects and cleanup of historical key static data elements that drive Regulatory and Compliance reporting
• Propose change to improve processes within the team

Required Skills:

• College Degree or related experience
• Excellent written and verbal English communication skills
• The role will demand that the candidate is a strong communicator and leader, as the function demands frequent interaction with business partners as well as clients
• The candidate must be well versed in client execution and clearing, for both futures and derivatives products on global markets
• The candidate must be able to work in a fast paced environment and be an effective multi-tasker
• This role requires that the candidate be organized, detailed oriented and have the ability to manage their time effectively to meet client needs within appropriate time frames
• The candidate should be able to act without immediate supervision and have the ability to take ownership of tasks/processes
• The candidate should be able to evaluate the risk elements of such a client facing role and a role in a regulated industry and ensure tasks are carried out in a controlled fashion
• Candidate should have experience with GMI, as well as other systems associated with cleared Futures and Derivatives
• Role requires candidate to be proficient in Microsoft Excel, Word and PowerPoint
• Knowledge of industry rules and regulations, as well as common street wide business practices is a plus
• Project management experience is beneficial
• Experience working in a global environment with outsourced partners would also be considered as a benefit


Equal Opportunity Employer: Eclaro values diversity and does not discriminate based on Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

Application Instructions

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