Join a leading global financial institution as a Client Onboarding Operations professional responsible for coordinating all operational activities required to onboard new institutional clients. You will manage due diligence, documentation, account setup, and cross-regional operational checks before trading begins. This role requires strong communication skills, a solutions-driven mindset, and the ability to collaborate across compliance, legal, KYC, data management, and global markets teams. It is an excellent opportunity to deepen your expertise in onboarding operations and financial regulatory requirements within a global environment.
Key Responsibilities
- Coordinate onboarding workflows by gathering business requirements and tracking progress across internal functions.
- Collaborate with compliance, legal, KYC, and data management teams to complete due diligence checks and required documentation.
- Communicate with Global Markets representatives to align onboarding timelines, priorities, and information needs.
- Work with onboarding teams in overseas offices to confirm regulatory requirements for each jurisdiction.
- Monitor case status, identify blockers, and escalate issues when risks to delivery timelines arise.
- Maintain accurate onboarding records and keep stakeholders updated throughout the process.
- Contribute to process improvements by providing feedback and supporting workflow enhancements with corporate support teams.
Required Skills and Qualifications
Experience:
- Experience providing operational or sales support in a fast-paced financial services environment.
- Experience coordinating tasks and engaging with overseas offices or international stakeholders.
- Experience balancing multiple viewpoints across internal stakeholders.
- Experience managing documentation and status tracking within structured workflows.
Soft Skills:
- Ability to take ownership of tasks and drive progress independently.
- Strong communication and negotiation skills to align stakeholders.
- Strong teamwork and cooperation across multiple departments.
- Flexibility to adjust priorities in response to changing requirements and deadlines.
- High attention to detail when reviewing documents and data inputs.
Language Requirements:
- Japanese: Native level.
- English: Intermediate to Business level.
Preferred Skills & Qualifications
- Knowledge of global financial regulations or compliance processes.
- Experience in institutional client onboarding or securities operations.
- Familiarity with workflow or case management systems used in financial institutions.
About the Company
Our client is a global financial institution offering brokerage, trading, and investment services across international markets. With strong operational controls, a wide global network, and a collaborative culture, the organization is known for its reliability, innovation, and commitment to delivering high-quality solutions to institutional and corporate clients.
Why You'll Love Working Here
- Work closely with global teams and gain international exposure.
- Build strong knowledge of regulatory and compliance frameworks.
- Collaborate with multiple departments and expand your professional network.
- Develop specialized expertise in client onboarding operations.
- Thrive in a fast-paced environment that values proactive problem-solving.
- Gain skills highly valued across the financial services industry.
Don't Miss Out - Apply Now!
