Prime Brokerage, Client Onboarding - Analyst/Associate Prime Brokerage, Client Onboarding -  …

Jefferies
in New York, NY, United States
Permanent, Full time
Last application, 16 Jul 19
Competitive
Jefferies
in New York, NY, United States
Permanent, Full time
Last application, 16 Jul 19
Competitive
Prime Brokerage, Client Onboarding - Analyst/Associate
Responsibilities:

· Support the onboarding of new clients and assist in training clients on firm's technology and processing
· Perform CIP/KYC for all new clients in prime brokerage
· Coordinate the completion and review of client new account documentation for Cash Prime Brokerage and Synthetic Prime Brokerage
· Coordinate the account setup on the platforms, and demonstrate the applications directly for clients/prospects where needed
· Work with the sales and client service teams to transition all new accounts onto the platform
· Work with other areas within the firm to address client requests, such as corporate actions, trading connectivity, margin inquiries, securities lending during onboarding
· The type of person that excels in this role is someone that is extremely detail-oriented, efficient in their responsibilities and time management, able to handle and manage multiple requests within a team environment, and has superior follow-up skills.

Qualifications
Qualifications & Skills:

· Strong academic background and a four-year Bachelor's degree or equivalent
· Proficient in Microsoft Excel, PowerPoint and Word
· Candidate must have strong writing skills and the ability to work independently

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