Associate - Client Onboarding
Listed on 2026-03-10
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Finance & Banking
Risk Manager/Analyst, Financial Services
Clear Street is modernizing the brokerage ecosystem. Founded in 2018, Clear Street is a diversified financial services firm replacing the legacy infrastructure used across capital markets.
The RoleWe are looking for a KYC Analyst to join the Onboarding Team at Clear Street. In this role, you will primarily focus on performing KYC screenings and data management to support both the Onboarding and Business teams. For the right candidate, this position offers a clear growth path into a full Client Onboarding Associate.
Requirements- 2-3 years of experience in Client Onboarding, ideally within Equities Prime Brokerage, Futures Clearing, or Security-Based Swaps.
- Client focused with the ability to maintain relationships through various market cycles and product innovations.
- Strong team player, open to feedback, and comfortable working in a collaborative environment across different teams and levels, operating autonomously when required.
- Basic understanding of FINRA and SEC regulatory requirements related to customer onboarding in Prime Brokerage and Security-Based Swap Dealer environments.
- Familiarity with core Anti-Money Laundering (AML) and Know Your Customer (KYC) requirements for institutional clients such as hedge funds, asset managers, proprietary trading firms, and family offices, including exposure to BSA, USA PATRIOT Act, and FinCEN regulations.
- Some experience assisting with KYC due diligence processes, including information gathering, initial risk assessments, and identifying issues for escalation under the guidance of senior team members.
- Exposure to or willingness to learn how to use screening tools such as World Check and CLEAR, and perform basic manual research tasks to produce full end‑to‑end KYC reports.
- Familiarity with or willingness to learn how to conduct periodic KYC refreshes for existing clients, ensuring timely updates and continued compliance with regulatory standards.
- Motivation to work in a fast‑growing, innovative environment and excitement to support a modern prime broker focused on improving the client onboarding experience.
The Base Salary Range for this role is $80,000-$110,000. This range represents starting base salaries at Clear Street and is based on experience, skills, and location. It does not include bonuses or equity.
At Clear Street, we offer competitive compensation packages, company equity, 401k matching, gender‑neutral parental leave, and full medical, dental, and vision insurance. Employees work in the office four days per week, with in‑office benefits that include lunch stipends, fully stocked kitchens, happy hours, a great location, and amazing views.
Our top priority is our people. We’re continuously investing in a culture that promotes collaboration and celebrates successes. We believe modern workplaces thrive on high‑performance work forces that are diverse in ideas, cultures, and experiences. We maintain a commitment to equity and inclusion and are proud to be an equal opportunity employer.
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