Russell Tobin
Entry Level Operations specialist (Recent Grads can apply)
Russell Tobin, Dallas, Texas, United States, 75215
Entry Level Operations Specialist (Recent Grads can apply)
Global Banking & Markets – Operations – Client Operations analyst. The Franchise New Business Group (FNBG) serves as the central point of contact for all aspects of client onboarding and account opening within the Global Banking & Markets division. FNBG collaborates with Sales, Legal, Credit Risk, Operations, Compliance, and external clients to ensure a seamless onboarding process.
Base pay range:
$22.00/hr – $23.00/hr
•
Pay Rate:
$23/hr on W2
•
Duration:
6+ Months
•
Start Date:
Immediately
RESPONSIBILITIES:
Manage the end‑to‑end onboarding process for clients, including Sponsoredurchase Agreements and related documentation for clearing U.S. Treasuries.
Serve as the primary liaison between clients and internal teams (Sales, Legal, Compliance, Credit, Operations) to ensure onboarding completion.
Negotiate and facilitate documentation such as ISDA, MRA, CDEA, and MSFTA agreements.
Maintain an in‑depth understanding of AML, KYC, and account opening requirements for various legal entities and product alignments.
Prioritize and track onboarding activities using active engagement with clients and sales teams.
Meet strict service level expectations and market‑driven deadlines, ensuring timely execution for fund launches and trade readiness.
Provide exceptional client service during all stages of the onboarding process.
Contribute to process improvement initiatives and policy updates related to new business onboarding.
QUALIFICATIONS:
1–3 years of experience in client service or within a financial institution.
Strong communication skills (verbal and written) with the ability to engage effectively with internal and external stakeholders.
Excellent organizational skills, with the ability to multi‑task and prioritize in a fast‑paced environment.
Strong attention to detail and a proactive approach to problem‑solving.
Knowledge of onboarding, KYC, AML, and regulatory frameworks preferred.
Experience with agreement negotiation or related onboarding functions (e.g., Due Diligence, Documentation) is a plus.
Familiarity with ISDA, MRA, and trading agreements preferred.
Demonstrated client service orientation and ability to work independently and collaboratively.
Seniority level: Entry level Employment type: Full‑time Job function: Analyst #J-18808-Ljbffr
Base pay range:
$22.00/hr – $23.00/hr
•
Pay Rate:
$23/hr on W2
•
Duration:
6+ Months
•
Start Date:
Immediately
RESPONSIBILITIES:
Manage the end‑to‑end onboarding process for clients, including Sponsoredurchase Agreements and related documentation for clearing U.S. Treasuries.
Serve as the primary liaison between clients and internal teams (Sales, Legal, Compliance, Credit, Operations) to ensure onboarding completion.
Negotiate and facilitate documentation such as ISDA, MRA, CDEA, and MSFTA agreements.
Maintain an in‑depth understanding of AML, KYC, and account opening requirements for various legal entities and product alignments.
Prioritize and track onboarding activities using active engagement with clients and sales teams.
Meet strict service level expectations and market‑driven deadlines, ensuring timely execution for fund launches and trade readiness.
Provide exceptional client service during all stages of the onboarding process.
Contribute to process improvement initiatives and policy updates related to new business onboarding.
QUALIFICATIONS:
1–3 years of experience in client service or within a financial institution.
Strong communication skills (verbal and written) with the ability to engage effectively with internal and external stakeholders.
Excellent organizational skills, with the ability to multi‑task and prioritize in a fast‑paced environment.
Strong attention to detail and a proactive approach to problem‑solving.
Knowledge of onboarding, KYC, AML, and regulatory frameworks preferred.
Experience with agreement negotiation or related onboarding functions (e.g., Due Diligence, Documentation) is a plus.
Familiarity with ISDA, MRA, and trading agreements preferred.
Demonstrated client service orientation and ability to work independently and collaboratively.
Seniority level: Entry level Employment type: Full‑time Job function: Analyst #J-18808-Ljbffr