Operational Specialist

This range is provided by Russell Tobin. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$22.00/hr - $23.00/hr

Direct message the job poster from Russell Tobin

Job Title:
Global Banking & Markets - Operations - Client Operations – Analyst

Pay Rate: $23/hr on W2

Duration: 6+ Months

Start Date:
Immediately

ABOUT THE ROLE:

The Franchise New Business Group (FNBG) serves as the central point of contact for all aspects of client onboarding and account opening within the Global Banking & Markets division. The FNBG team collaborates closely with Sales, Legal, Credit Risk, Operations, Compliance, and external clients to ensure a seamless onboarding process.

This team supports institutional clients including asset managers, hedge funds, corporations, and private equity firms, developing strong client relationships and managing complex documentation and regulatory requirements. The role is ideal for candidates who thrive in a dynamic, fast-paced, and collaborative environment and are passionate about client service and operational excellence.

RESPONSIBILITIES:

• Manage the end-to-end onboarding process for clients, including Sponsored Repurchase Agreements and related documentation for clearing U.S. Treasuries.
• Serve as the primary liaison between clients and internal teams (Sales, Legal, Compliance, Credit, Operations) to ensure onboarding completion.
• Negotiate and facilitate documentation such as ISDA, MRA, CDEA, and MSFTA agreements.
• Maintain an in-depth understanding of AML, KYC, and account opening requirements for various legal entities and product alignments.
• Prioritize and track onboarding activities using active engagement with clients and sales teams.
• Meet strict service level expectations and market-driven deadlines, ensuring timely execution for fund launches and trade readiness.
• Provide exceptional client service during all stages of the onboarding process.
• Contribute to process improvement initiatives and policy updates related to new business onboarding.

QUALIFICATIONS:

• 1–3 years of experience in client service or within a financial institution.
• Strong communication skills (verbal and written) with the ability to engage effectively with internal and external stakeholders.
• Excellent organizational skills, with the ability to multi-task and prioritize in a fast-paced environment.
• Strong attention to detail and a proactive approach to problem-solving.
• Knowledge of onboarding, KYC, AML, and regulatory frameworks preferred.
• Experience with agreement negotiation or related onboarding functions (e.g., Due Diligence, Documentation) is a plus.
• Familiarity with ISDA, MRA, and trading agreements preferred.
• Demonstrated client service orientation and ability to work independently and collaboratively.

Entry level

Full-time

Finance

Investment Banking