Client Onboarding Specialist
Company Overview
Our client is a leading provider of ultra-low latency market data and trading infrastructure for financial institutions. Their services are used by hedge funds, proprietary trading firms, and other market participants who rely on speed and precision to stay competitive. The company is expanding its client services team to improve onboarding processes and enhance client experience.
Role Overview
We are seeking a Client Onboarding Specialist to support the integration and ongoing success of new and existing clients. This role involves close collaboration with internal teams-including sales, engineering, and legal-to ensure clients are set up efficiently and accurately. The ideal candidate will have a strong understanding of financial markets, excellent organizational skills, and the ability to grasp technical concepts related to market data and trading infrastructure.
Key Responsibilities
- Lead and manage onboarding workflows for new clients, ensuring timely and accurate setup of services.
- Collaborate with internal teams to coordinate technical configurations, permissions, and documentation.
- Serve as a point of contact for clients during onboarding, addressing questions and ensuring a smooth experience.
- Document onboarding processes and client-specific setups to improve internal knowledge sharing and scalability.
- Identify opportunities for process improvement and contribute to refining onboarding procedures.
- Support client success post-onboarding, including troubleshooting and upsell opportunities.
Qualifications
- 5+ years of experience in financial services, preferably in market data, wealth management, hedge funds, or HFT.
- Strong project management and organizational skills.
- Ability to understand and communicate technical concepts clearly.
- Experience working cross-functionally with sales, engineering, and legal teams.
- Excellent written and verbal communication skills.
- Comfortable working in a fast-paced, detail-oriented environment.
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