Client Onboarding Specialist

Our Client, a Global Financial Services Firm, is seeking a Client Onboarding Analyst in their Dallas, Texas location.

• Manage multiple requests while ensuring timely delivery of project milestones and deliverables
• Evaluate project scope and plans, recommending process improvements and efficiencies
• Build and maintain relationships with cross functional teams and third party vendors
• Develop project trackers and lead meetings to communicate progress, milestones, and risks
• Identify gaps in workflows and execution, implementing solutions to improve outcomes
• Foster long term relationships with stakeholders and business partners
• Review and interpret financial and legal entity documentation from multiple sources
• Develop expertise in proprietary products and business lines through hands on engagement
• Collaborate to implement new workflows and operational processes

• 2-5 years of experience in a regulatory, compliance, or process driven environment
• Exposure to derivatives trading preferred
• Familiarity with client onboarding documentation
• Ability to manage competing priorities in a fast paced environment
• Strong analytical, project management, and problem solving skills
• Excellent communication and presentation skills
• Foundational understanding of financial services and investment management operations
• High attention to detail with a strong focus on quality and process improvement
• Collaborative mindset and ability to work effectively across teams and seniority levels
• Proficiency in Microsoft Office with strong Excel skills preferred