Client Onboarding Liaison (Listed Futures)

Job Title: Client Onboarding Liaison (Listed Futures Brokerage)
Salary: region of 120,000USD
Contract type: Permanent
Location: New York, NY or Chicago, IL
Confidentially Retained & Exclusive Vacancy

Imperium Commodity Search is confidentially retained by the listed futures desk of a multinational financial institution with an impressive record of organic growth, staff retention and innovation.  As part of a wider project across their market leading institutional desk, our client is seeking a customer/client service liaison to improve the speed and fluidity of client onboarding.

Acting as the key point of contact for new clients to the desk, you will be showcasing the best of service to a wealth of institutional client types including funds, CTAs, wealth managers, asset managers and professional trading groups.  With a key role to play in creating a smoother and speedier onboarding process, you will be an integral part of the growth of the wider business as many other brokers/FI’s in the space continue to face frustrations in onboarding speed and client service turnaround.

Responsibilities:

• Communicate with new clients (generated by brokers on the desk) by both phone and email to keep them informed and up to date on the onboarding process
• Work with internal brokers to ensure a smooth, timely and efficient onboarding process for institutional clients that they are looking to onboard to the firms listed futures service offering
• Liaise with internal risk, compliance and onboarding teams to ensure all neccessary documentation is provided by clients in a timely manner, and internal onboarding has all that they need to open accounts efficiently with full adherance to compliance and risk requirements
• Offer best-in-class customer & client service to the firms institutional client base
• Ensure communication between broker, client and risk/onboarding is professional, timely and efficient

Experience:

• 4+ years’ experience in a bank, IDB, FCM or similar in a client service/onboarding capacity
• Warm and professional approach to dealing with clients by both phone and email
• Good understanding of the listed futures space with prior experience working directly with front office listed futures brokers or sales people
• Excellent command of written and spoken English
• Experienced in a fast paced and compliance sensitive environment across capital markets, futures or similar
• Suitable educational background in finance, trade, marketing, capital markets etc. preferred but not required
• Confident and calm in a high-paced and pressurised environment
• Ability to effectively communicate with both internal and external counterparties
• Located in New York or Chicago, or able to relocate

If you meet the above criteria, please send your CV/Cover Letter to Mark Taylor at mark.taylor@imperiumcs.com or use the apply button