Client Onboarding Analyst

The ideal candidate has 3+ years of experience in financial services, client onboarding, or investment operations and is comfortable managing multiple priorities while working with cross-functional teams. This role will support the client onboarding lifecycle by coordinating documentation, tracking outstanding requirements, and collaborating with internal teams to ensure a smooth and efficient onboarding process.

We are seeking a candidate for a Client Onboarding Analyst position to join a leading financial services firm located in Boston, MA. This role will support the client onboarding lifecycle by coordinating documentation, tracking outstanding requirements, and collaborating with internal teams to ensure a smooth and efficient onboarding process. The ideal candidate has 3+ years of experience in financial services, client onboarding, or investment operations and is comfortable managing multiple priorities while working with cross-functional teams.
services. 

This is a 12-month contract position that will pay $40-43/hr (depending on experience) within a 40-hour workweek. This position supports a hybrid work model in their Boston office. 

Responsibilities:

• Coordinate client onboarding activities, ensuring required documentation and approvals are completed accurately and on time.
• Collect, review, and organize client information, onboarding packages, questionnaires, and supporting documentation.
• Maintain onboarding trackers and workflow systems to monitor progress and outstanding requirements.
• Follow up with clients and internal stakeholders to resolve outstanding items and prevent delays.
• Partner with Operations, Credit, Risk, Compliance, AML/KYC, and Front Office teams throughout the onboarding process.
• Prepare status reports, communicate updates, and escalate issues as needed.
• Support account setup, onboarding readiness, and post-onboarding administrative requests.

Qualifications:

• Bachelor's degree in a related field required.
• 3 - 5 years of experience in client onboarding, account opening, investment operations, middle office, or a related financial services role.
• Strong organizational, analytical, and project coordination skills.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency in Microsoft Office, particularly Excel, Word, Outlook, and PowerPoint.
• Strong attention to detail and problem-solving abilities.
• Experience with securities finance, financing solutions, derivatives, prime services, or capital markets.
• Familiarity with OTC derivatives, collateral management, or financial markets.
• Experience coordinating onboarding activities across Operations, Risk, Credit, Compliance, and AML/KYC teams.