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Client Onboarding Associate

Clear StreetNew York, NY
On-site Full-time $80K/yr - $110K/yr

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Experience Level

Experience

Qualifications

Key Responsibilities:Conduct KYC screenings and manage data to support the Onboarding and Business teams. Requirements:2-3 years of experience in Client Onboarding, preferably in Equities Prime Brokerage, Futures Clearing, or Security-Based Swaps. Client-focused with strong relationship management skills across various market cycles and product innovations. Team-oriented, receptive to feedback, and able to work collaboratively across teams while independently navigating tasks as needed. Basic understanding of FINRA and SEC regulations regarding customer onboarding in Prime Brokerage and Security-Based Swap Dealer environments. Familiarity with core Anti-Money Laundering (AML) and Know Your Customer (KYC) requirements applicable to institutional clients, including hedge funds and asset management firms.

About the job

About Clear Street:

Founded in 2018, Clear Street is revolutionizing the brokerage landscape by creating a modernized financial services firm that replaces outdated infrastructure in capital markets. Our innovative, cloud-native clearing and custody system is tailored for today’s complex global market. With our proprietary prime brokerage platform, we enhance market efficiency while focusing on reducing risk, redundancy, and costs for our clients. Our ambition is to establish a unified source-of-truth platform for every asset class, across all countries and currencies.

We are committed to building a robust team by uniting exceptional product and engineering talent with experienced finance professionals, enabling us to thrive in the fast-paced financial markets.

About Clear Street

Clear Street is at the forefront of modernizing the brokerage ecosystem, leveraging cutting-edge technology to enhance efficiency and minimize risk in capital markets. Our cloud-native solutions are designed to meet the demands of today's complex financial landscape.

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