Client Onboarding Analyst Job at Apex Systems, Boston, MA

T2ZBVUtxSXR5YnpGS1BNYlNRempoVmFP
  • Apex Systems
  • Boston, MA

Job Description

Client Onboarding Analyst

We are seeking a senior-level Client Onboarding Analyst to support securities lending clients across equities and fixed income products. This role owns the end-to-end client onboarding process, managing multiple concurrent projects while serving as a primary client-facing partner. The ideal candidate brings strong securities lending operations experience, excellent communication skills, and the ability to translate business needs into clear operational and technical requirements.

Key Responsibilities

  • Manage 10 to 15 client onboarding projects simultaneously.
  • Own the full onboarding lifecycle from documentation and application review through testing and activation.
  • Serve as the primary point of contact for clients throughout the onboarding process.
  • Apply securities lending business knowledge across equities and bonds to align client needs with available products.
  • Support and coordinate client testing using web-based user interfaces and internal systems.
  • Troubleshoot onboarding issues related to data, files, documentation, and specifications.
  • Translate business requirements into clear specifications and partner with internal teams.
  • Lead frequent client calls and provide guidance throughout the onboarding process.
  • Act in a pre-sales support capacity by explaining products, workflows, and capabilities.

Required Qualifications

Experience: 8+ years of capital markets operations experience with direct securities lending exposure. Candidates must have a strong securities lending background and proven experience managing end-to-end client onboarding or implementation initiatives.

Technical Skills: Strong proficiency in Microsoft Office, including PowerPoint, is required. The role requires the ability to read, interpret, and work with technical specifications.

Apex Systems

Job Tags

Work at office

Similar Jobs

WhiteCap Search

Fund Accountant - Hedge Fund Job at WhiteCap Search

Growing Multi-Strat Hedge Fund in NYC is looking to hire a fund accountant to join their finance team for a mixed position with exposure...  ...The candidate will have day to day responsibility for managing daily reporting and working with prime brokers, counterparties... 

WillScot

Outdoor Fence Setup Technician Job at WillScot

 ...solutions is seeking a Setup Technician in Pelham, New Hampshire. This role requires preparing job sites and installing various types of fences. Responsibilities include safely handling tools, maintaining documentation, and representing the company professionally. Ideal... 

CompHealth

Locum Tenens PA - Orthopedic Surgery Job in NH Job at CompHealth

 ...free to you. Let us do the heavy lifting and handle the headache of credentialing, travel, housing, and so much more. With the premier staffing agency as your champion, you can achieve more success with less worry. No other agency has our capabilities and scale, which... 

TDK-Lambda Americas Inc

Cyber Security Specialist Job at TDK-Lambda Americas Inc

 ...processes and procedures for compliance with NIST, CMMC, and corporate security policies. ESSENTIAL DUTIES, RESPONSIBILITIES & AUTHORITIES...  ... Analyzes and documents security risks, breaches, and other cyber security incidents and the damage they cause. Oversee the... 

Royal Caribbean Group

Executive Protection Agent Job at Royal Caribbean Group

 ...lifetime of vacations for our guests. Royal Caribbean Groups SSE Team has an exciting career opportunity for a full time Executive Protection Agent reporting to the Executive Protection Agent Position Summary: The Corporate Executive Protection Officer is...