8 Onboarding jobs

Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments. Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology....

The Role We’re looking for a Director of Client Onboarding Team to join us. Reporting to AVP of Product Management. In this role, you’ll help shape how we build relationships with Clients by the onboarding strategies and lead the onboarding team. You’ll fit right in if you’re collaborative, love working across teams and time zones, and get energy from tackling challenges that make an impact on a global scale. What You’ll Do Strategic Leadership & Team Management: Lead, develop, and scale our client onboarding team to support our customers. Develop onboarding strategies that align with company objectives, like fueling client success. Build and maintain strategic relationships with key internal and external stakeholders Drive process optimization and operational excellence across all onboarding activities What You’ll Bring Strengths You'll Need: Exceptional presentation and verbal communication with ability to explain technical concepts....

We're looking for a proactive and diligent KYC Analyst to join our team and help deliver exceptional onboarding experiences for our clients. This role is ideal for someone who thrives in a fast-paced environment, takes pride in precision, and enjoys working collaboratively across the business. What you’ll be doing Managing end-to-end KYC due diligence for new and existing clients, including individuals, corporates and other legal entities. Acting as the primary point of contact throughout the client onboarding journey. Carrying out comprehensive assessments across key areas such as CDD, EDD, Source of Wealth/Funds, PEPs, Sanctions and Adverse Media Screening , as well as Suitability/Appropriateness , MiFID categorisation , FATCA/CRS , and EMIR requirements. Identifying gaps, collecting and verifying documentation using both internal systems and reputable external sources. Assessing customer risk profiles, spotting potential financial crime indicators...

Nasdaq eVestment is seeking a Senior Specialist to join our Revenue team. This pivotal role is responsible for delivering a seamless onboarding experience and fostering strong, ongoing client relationships for Nasdaq eVestment’s data-driven solutions. This role acts as a subject matter expert, guiding clients through initial implementation, training, and continued value realization, while collaborating with internal teams to optimize client engagement, retention, and satisfaction. The role involves serving private markets, asset managers and asset owners. Responsibilities •    Deliver exceptional client consultation and client onboarding experience. •    Lead onboarding meetings and customize training sessions to ensure successful implementation and rapid adoption. •    Serve as the primary contact throughout onboarding, providing hands-on support, technical guidance, and troubleshooting to deliver a consistent, high-quality experience. •    Coordinate with internal teams for a...

Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments. Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology....

We are hiring a Client Onboarding Supervisor to join us here at CMC Markets. In this pivotal role, you’ll oversee the full client onboarding journey — ensuring accuracy, compliance, and excellence at every stage. You’ll lead a talented team of KYC professionals, drive process improvements, and collaborate across global regions to deliver a seamless onboarding experience that upholds CMC’s high standards and regulatory obligations. What You’ll Do Own the   end-to-end new client account opening process , ensuring all documentation is accurate and compliant with KYC, AML, sanctions, and appropriateness requirements. Implement and maintain   best-in-class customer data management , ensuring completeness and accuracy across internal and external regulatory frameworks (FATCA/CRS, US QI, MiFID, EMIR, etc.). Collaborate with   Asia-Pacific onboarding services   and other regional teams to drive consistency and efficiency in onboarding practices across jurisdictions. Manage...

Since being founded in 2018, Copper has been building the standard for institutional digital asset infrastructure with a focus on custody, collateral management, and prime services. Led by Amar Kuchinad, Copper's Global CEO, the firm provides a comprehensive suite of custody, trading and settlement solutions that reduce counterparty risk and bring greater capital and operational efficiency to digital asset markets. At the heart of Copper's offering is Multi-Party Computation (MPC) technology – the gold standard in secure custody. Copper’s multi-award winning custody system is unique in that it can be connected to centralised exchanges, DeFi applications and even staking pools without the assets leaving the custody. Built on top of this state-of-the-art custody, ClearLoop is the first solution in the market that overcomes a growing industry challenge; counterparty risk with exchanges. This solution underpins a full prime services offering, connecting global exchanges, and...

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team. As a Client Onboarding Specialist at Broadridge, you will oversee and facilitate the complete onboarding lifecycle, ensuring that each client’s product or service is seamlessly coordinated from its initial planning and installation through to its final deployment. Responsibilities: Lead new clients through end-to-end onboarding, including product tours, demos, and setup. Ensure clients achieve their desired outcomes quickly and effectively. Act as the primary point of contact for onboarding clients, removing implementation roadblocks. Address product-related questions and empower clients with knowledge to succeed. Serve as a subject matter expert (SME) to help clients understand functionality and business value. Partner with Sales, Client...