Futures Commission Merchant - Client Onboarding Associate

About Clear Street:

Clear Street is building financial infrastructure for today’s institutions. Founded in 2018, Clear Street is an independent, non-bank prime broker replacing the legacy infrastructure used across capital markets.

We started from scratch by building a completely cloud-native clearing and custody system designed for today’s complex, global market. Our platform is fully integrated with central clearing houses and exchanges to support billions in trading volume per day. We’ve agonized about our data model abstractions, created horizontal scalability, and crafted thoughtful APIs. All so we can provide a best-in-class experience for our clients.

By combining highly-skilled product and engineering talent with seasoned finance professionals, we’re building the essentials to compete in today’s fast-paced markets.

 

The Role:

The Client Onboarding Associate will be a key member of the FCM’s on-boarding team, working with sales, compliance and operations to smoothly manage a clients on-boarding experience. The Client Onboarding associate will be responsible for guiding the customer through the onboarding documentation and assisting with the end to end lifecycle of the onboarding process

Responsibilities
 Upon request, distribute necessary onboarding paperwork and customer requirements to customer
 Manage lifecycle of customer onboarding through communication with customer, sales and internal teams such as AML, Compliance, Operations and Tax
 Assist with customer integration to Clear Street’s systems by working with IT and operations to obtain necessary information to get customer account open and transactional
 Review customer’s returned documents for completeness and accuracy and assist where necessary to collect all relevant requirements
 Provide regular updates to management on customer pipeline, and status of customer’s onboarding progress 

Qualifications
 At least 5 years previous experience in an On-Boarding role, preferably in an FCM
 Working knowledge of regulatory and operational onboarding requirements for institutional clients
 Experience with Exchange Ownership and Control Reporting (OCR)
 Client focused, and a proven track record of building solid, long-standing relationships with customers and colleagues

 

We Offer:

• The opportunity to join a small and growing team of good people, where you can make a difference.

• A meritocratic philosophy that champions collaboration.

• Competitive compensation, benefits, and perks.

The Base Salary Range for this role is $100,000 - $105,000 This range is representative of the starting base salaries for this role at Clear Street. Where a candidate falls in this range will be based on job-related factors such as relevant experience, skills, and location. This range represents Base Salary only, which is just one element of Clear Street's total compensation. The range stated does not include other factors of total compensation such as 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. Our belief has always been that we are better as a business when we are all together in person. As such, beginning on January 2, 2023, we are requiring employees to be in the office 4 days per week. In-office benefits 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. We help each other through challenges and celebrate each other's successes. We believe that modern workplaces succeed by virtue of having high-performance workforces that are diverse — in ideas, cultures, and experiences. We put in the effort to make such a workplace a daily reality and are proud to be an equal-opportunity employer. #LI-Hybrid

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Last updated on Aug 28, 2024