Markets Transition Manager – Senior Associate

Overview

In this role you coordinate client onboarding to ensure readiness to trade across markets products. You will connect clients, sales teams, and internal partners in a fast-paced, global environment that values clarity and process discipline. You contribute to platform, automation, data, and metrics improvements to strengthen service delivery and enable a controlled onboarding experience. This position offers the opportunity to influence onboarding from end to end and collaborate across reference data, KYC, accounts, credit, legal, and operations.

Responsibilities

• Deliver an excellent client onboarding experience across a multi-asset class environment with emphasis on control and transparency
• Field and track onboarding requests, requirements, status updates, and timeframes for clients and internal partners
• Apply client, product, and process knowledge to answer questions and communicate clear onboarding steps
• Coordinate with sales teams and internal partners across reference data, know your customer, accounts, credit, legal, and operations processes
• Build strong working relationships to support a transparent, controlled onboarding environment
• Partner with technology, data, and operations teams to improve platforms, automation, reporting, and onboarding metrics

Key requirements

• Experience in a client-facing onboarding or relevant business partner role
• Knowledge of markets products, onboarding platforms, and core controls
• Strong client management, communication, and stakeholder engagement skills
• Excellent project management, organization, and time management skills
• Ability to manage a high volume of requests in a dynamic environment
• Ability to navigate varied process flows and data sets while identifying improvement opportunities
• Experience designing technology enhancements to improve onboarding
• Experience using analytics, automation, or data management tools
• Proficiency in Microsoft Office applications (Excel, Word, PowerPoint)

• communication
• stakeholder engagement
• organization
• data management
• automation
• business analytics

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