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Mindlance

Client Onboarding Specialist

Mindlance, New York, New York, us, 10261

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This range is provided by Mindlance. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range $48.00/hr - $50.00/hr

Title: Client Onboarding Specialist

Location: New York, NY (Hybrid)

Key Responsibilities

Manage end-to-end onboarding processes for Markets (e.g., Sales & Trading, Capital Markets, Global Markets) from initiation through go-live.

Coordinate onboarding activities across multiple stakeholders including Front Office, KYC, AML, Compliance, Legal, Risk, Operations, Credit, and Technology.

Serve as the primary point of contact for onboarding requests, tracking status, dependencies, and deliverables.

Ensure all onboarding documentation, approvals, and regulatory requirements are completed accurately and within defined timelines.

Monitor onboarding milestones, identify risks or delays, and proactively escalation issues as needed.

Maintain onboarding trackers, dashboards, and reporting for management visibility.

Ensure adherence to internal controls, governance standards, and regulatory policies.

Support process improvement initiatives to enhance onboarding efficiency and client experience.

Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of – Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans.

Seniority level Not Applicable

Employment type Contract

Job function Finance and Consulting

Industries Banking, Financial Services, and Investment Banking

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