142 client onboarding associate jobs found

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....

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. We are seeking a self-motivated Relationship Manager to join Broadridge LTX sales team to help expand our business across multiple fixed income products within our buyside and sell side client base. LTX is a next-generation fixed income trading platform incubated within Broadridge Financial Solutions, a global fintech company with a market cap of over $30B and a leader in fixed income technology. Responsibilities: Drive the growth of the LTX Fixed Income business by onboarding, training and expanding relationships with existing customers, driving revenue, building market share and enhancing the reputation of the brand. Work with buyside and sellside traders and salespeople to maximize execution opportunities and optimize trading experience....

About the Role: Grade Level (for internal use): 10 The Team: You will be joining a highly talented core team of API Gateway Platform Engineers at S&P Global Market Intelligence.   The Impact: The team has an outstanding opportunity to advocate for and participate in building services that are resilient, optimally monitored , alerted , and self-healed by applying software engineering practices to deliver world-clas s real-time content around the globe.     What 's in it for you:   D esign & develop solutions that are highly available , scalable, fault-tolerant , reliable , and self - heal ing Provide engineering solutions for operations problems, develop smart detection capable of predicting system stress & auto-correct ing through metrics analysis and remediation strategies   Build a single pane view dashboard that provides quality...

If you also believe that everyone should be able to achieve their financial potential, then you’ll love contributing to CMC Markets’ company vision of providing the ultimate trading experience. Seize the opportunity to progress your career in the fintech industry by joining a global leader in CFD trading and share investing. Grow yourself personally and professionally with a company that’s growing with you, by global expansion and product offering. Based in our vibrant Chatswood office, you'll dive into the fast-paced world of financial services. You'll gain invaluable experience, develop your skills, and lay the foundation for a thriving career in the industry. Your journey begins with comprehensive training, where you'll learn from industry professionals who are passionate about your growth. Join our dynamic and collaborative environment where your attention to detail and passion for excellence can truly make a difference.  This 12-month maximum term contract is offering...

Blackstone is the world’s largest alternative asset manager. We seek to create positive economic impact and long-term value for our investors, the companies we invest in, and the communities in which we work. We do this by using extraordinary people and flexible capital to help companies solve problems. Our $1.1 trillion in assets under management include investment vehicles focused on private equity, real estate, public debt and equity, infrastructure, life sciences, growth equity, opportunistic, non-investment grade credit, real assets and secondary funds, all on a global basis. Further information is available at www.blackstone.com . Follow @blackstone on  LinkedIn ,  X , and  Instagram .   Business Unit: Blackstone Private Wealth, Tokyo Business Unit Overview: Blackstone Private Wealth (BXPW) was established to answer the growing demand for Blackstone products from high-net worth investors. Partnering with many of the world’s largest private...

Job Description: Building trusted markets — powered by our people. At Cboe Global Markets, we inspire our people to solve complex challenges together because what we do matters. We provide the financial infrastructure that powers the global economy. As a leading provider of market infrastructure and tradable products, Cboe delivers cutting-edge trading, clearing and investment solutions to market participants around the world. Cboe interns work with a variety of staff across multiple departments and have the opportunity to put their skills to work in their field of interest, while learning about Exchange technology and operations through our robust Options Institute courses. The three main foundational pillars of our internship program are: develop, educate and network. We want to ensure each of our interns receive a real-world working experience that encourages academic, professional and personal growth. Candidates should be versatile, eager and able to work in a...

Location - Gurugram (Onsite) The Senior Client Service Associate (SCSA) is the face of Saxo towards Clients. The main responsibility of the position is to execute client service in a Professional manner driving positive NPS, adhering to the service processes and displaying compliant behavior and playing a pivotal role in driving the growth of our client base to further enhance the client experience. Responsibilities Prospect Assessment: Evaluate potential clients' readiness to convert into active clients and integrate with Saxo Bank's new capabilities. Lead Conversion: Manage administrative tasks efficiently to convert leads into new trading clients (NTC), ensuring a smooth transition. Client Onboarding: Assist in the onboarding process, ensuring accuracy and adherence to all policies and procedures. Policy Compliance: Ensure all activities are conducted prudently and in compliance with company...

Ready to be pushed beyond what you think you’re capable of? At Coinbase, our mission is to increase economic freedom in the world. It’s a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform — and with it, the future global financial system. To achieve our mission, we’re seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company’s hardest problems. Our work culture is intense and isn’t for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there’s no...

Join us as a Client Experience Associate & Tax Specialist   Are you ready to shape the future of capital markets? We are looking for a Client Experience Associate & Tax Specialist to join the Business Operations Team. The position will be based in Porto but frequent travel to other locations, potentially including extended stays, will be required. We offer an interesting, multifaceted, and challenging opportunity that will best suit a motivated individual who is comfortable working in a fast-paced and innovative environment. Strong communication and influencing skills, both written and verbal, are also important in a multi-cultural and multi-location environment servicing international clients.   As a Client Experience Associate & Tax Specialist you will take care of any Tax related matters, in addition to guiding clients through the admission and membership processes and ensure client data remains up-to-date as services evolve, thus directly...

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....

Job Description Cboe is looking for a Senior Associate, Client Education – APAC, to be based in Singapore, Hong Kong or Sydney. We are seeking a dynamic professional with deep trading experience and a passion for investor education. Success in this role will be driven by the candidate’s comprehensive understanding of derivatives and risk management, familiarity with the investor base that utilizes these products, and insight into the unique characteristics of public market ecosystems across APAC countries. This role is a mission-driven educator responsible for supporting the delivery and localization of high-impact educational content for The Options Institute’s (OI) global learner base. Reporting to the Senior Director, Client Education, the Senior Associate will play a critical role in expanding the reach of The OI’s curriculum to new audiences across the APAC region. The ideal candidate will possess the ability to translate complex derivative concepts into clear,...

Calling all innovators - find your future at Fiserv. We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we're involved. If you want to make an impact on a global scale, come make a difference at Fiserv. Job Title 2026 Sales Academy Program (Alpharetta, GA) What does a successful Sales Academy Associate do at Fiserv? The Fiserv Sales Academy Program is developmental program supporting a specific business vertical in a Sales Executive or Relationship Manager position. During the program, you can look forward to receiving intensive, first-class training, coaching, and development. As you progress through the program, you will build knowledge, skills, and...

About the Company Gemini is a global crypto and Web3 platform founded by Cameron and Tyler Winklevoss in 2014, offering a wide range of simple, reliable, and secure crypto products and services to individuals and institutions in over 70 countries. Our mission is to unlock the next era of financial, creative, and personal freedom by providing trusted access to the decentralized future. We envision a world where crypto reshapes the global financial system, internet, and money to create greater choice, independence, and opportunity for all — bridging traditional finance with the emerging cryptoeconomy in a way that is more open, fair, and secure. As a publicly traded company, Gemini is poised to accelerate this vision with greater scale, reach, and impact. The Department: Trading Gemini is a regulated, full service crypto service provider where technology is the core of the company.  There are a wide range of tough problems to solve at Gemini – from properly securing...

End Date Tuesday 18 November 2025 Salary Range £0 - £0 We support flexible working – click here for more information on flexible working options Flexible Working Options Hybrid Working, Job Share Job Description Summary . Job Description JOB TITLE:  Associate Director, UK Government & British Overseas Territories LOCATION:  London HOURS:  Full-Time WORKING PATTERN:  Our work style is hybrid, which involves spending at least two days per week or 40% of our time, at one of our office sites. About this Opportunity Are you ready to take your career to the next level? We're thrilled to offer an exciting opportunity for an Associate Director to join our UK Government & British Overseas Territories Team in Institutional Coverage, based in London. This role is your chance to be part of a dynamic and rapidly expanding team, where you'll play a pivotal role in our aspiration to become the banker of choice for the UK Government and the...

Calling all innovators – find your future at Fiserv. We’re Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day – quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we’re involved. If you want to make an impact on a global scale, come make a difference at Fiserv. Job Title Sales Academy Program (Omaha, NE) What does a successful Sales Academy Associate do at Fiserv? The Fiserv Sales Academy Program is developmental program supporting a specific business vertical in a Sales Executive or Relationship Manager position. During the program, you can look forward to receiving intensive, first-class training, coaching, and development. As you progress through the program, you will build knowledge, skills, and capacities...

Calling all innovators - find your future at Fiserv. We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we're involved. If you want to make an impact on a global scale, come make a difference at Fiserv. Job Title Sales Academy Program (Berkeley Heights, NJ) What does a successful Sales Academy Associate do at Fiserv? The Fiserv Sales Academy Program is developmental program supporting a specific business vertical in a Sales Executive or Relationship Manager position. During the program, you can look forward to receiving intensive, first-class training, coaching, and development. As you progress through the program, you will build knowledge, skills, and...

Ready to be pushed beyond what you think you’re capable of? At Coinbase, our mission is to increase economic freedom in the world. It’s a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform — and with it, the future global financial system. To achieve our mission, we’re seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company’s hardest problems. Our work culture is intense and isn’t for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there’s no...

Sales Associate – Data & Feeds Solutions Position Summary This is an exciting, newly created position for a junior salesperson to join a growing cross-regional APAC team! The role specializes in assisting with sales of data solutions – across the financial sector and other industries. We target a wide range of personas who require data, analytics, and infrastructure for their operations. As a junior ‘’hunter’’ in pre-sales and pursuit activities, you will assist the team grow our revenue winning new business with either existing or new customers. This role is exclusively about gross sales, with a view to be promoted to a senior seller depending on performance. The successful candidate will get a phenomenal amount of support from the very beginning. We have extensive training provided via onboarding programs and continued mentoring by other frontline staff and management. We are an equal opportunities employer and create an environment where the individual...

About the Role: Grade Level (for internal use): 12 About the Role: Associate Director, Global R&D Impact & Responsibilities: Work with senior analysts within Research and Design to design new S&P Dow Jones Indices across asset classes. Experience in index construction techniques and financial theories is desired in delivering innovative index solutions and analysis to clients. A high level of numeracy, expertise in programming, and the ability to handle large data sets will be critical to the role. Effective communication of the work and its conclusions is also essential. The role would benefit from someone with an awareness of topical market trends and a desire to translate investment objectives into systematic and actionable index strategies. The role will encompass all elements of the index design lifecycle; including background research, client-engagement, data gathering, back-testing and finalizing index methodologies. The role may also...

About the Role: The Trade Processing Client Services team is the first line of contact for our clients to provide day-to-day operational client support of OSTTRA platforms that provide trade capture, trade processing, give up messaging, and credit management workflows.  You will provide essential client support while collaborating closely with Commercial, Product, Technology, Sales, and Customer Success teams across the globe. Responsibilities You will be supporting a diverse and high-profile client base, including leading banks, hedge funds, asset managers, and fund administrators. Our services are deeply embedded in their systems. In this role, you will be instrumental in providing effective support to our clients through the following duties and responsibilities Build trusted client relationships as the face of the global Client Services team. Manage and resolve operational queries related to access management, trade message workflows,...

About the Role: The Trade Processing Client Services team is the first line of contact for our clients to provide day-to-day operational client support of OSTTRA platforms that provide trade capture, trade processing, give up messaging, and credit management workflows.  You will provide essential client support while collaborating closely with Commercial, Product, Technology, Sales, and Customer Success teams across the globe. Responsibilities   You will be supporting a diverse and high-profile client base, including leading banks, hedge funds, asset managers, and fund administrators. Our services are deeply embedded in their systems. In this role, you will be instrumental in providing effective support to our clients through the following duties and responsibilities Build trusted client relationships as the face of the global Client Services team. Manage and resolve operational queries related to access management, trade message workflows,...

Calling all innovators – find your future at Fiserv. We’re Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day – quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we’re involved. If you want to make an impact on a global scale, come make a difference at Fiserv. Job Title Customer Service About your role: At Fiserv, we enable payments and financial services that help clients move money securely and efficiently. The Customer Service Associate will join a support team focused on resolving electronic transaction inquiries and maintaining strong client relationships. This role supports operational reliability and client satisfaction through accurate issue resolution and timely case management. What you’ll do:...

About the Role: OSTTRA India The Role: Operations Analysis Specialist The Team: The triResolve Client Services team is the first line of contact for our clients with regards to the delivery of the triResolve OTC derivative portfolio reconciliation service. The Client services rep will provide support to our clients and work closely with the product, business, development and sales teams globally. The Impact: Client Services is responsible for the smooth and timely running of the triResolve service. This team of dedicated staff is in continuous dialogue with major financial institutions worldwide, as well as other internal departments, with regards to features and upcoming events as well as any changes or developments to any aspects of the service such as, for example, the specification of the data that the subscribers will send or receive, or how the service integrates with other services or utilities in the OTC Derivatives space. Similarly, Client Services must...