Client Onboarding Associate at Jefferies

Jersey City, New Jersey, United States -

Full Time

Start Date

Immediate

Expiry Date

12 Aug, 26

Salary

90000.0

Posted On

14 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Account Onboarding, Regulatory Documentation, Data Analysis, Client Service, Account Maintenance, Process Improvement, Broadridge BPS, Communication Skills, Attention To Detail, Lifecycle Management

Industry

Investment Banking

Description

Job Description The Americas Account Onboarding team supports the operational setup and maintenance of client/firm accounts across internal systems. This role is responsible for coordinating account opening requests and ensuring accounts are established accurately and efficiently in accordance with internal procedures and business requirements. The Associate will work closely with Sales, Client Service, Operations, Middle Office, Technology, and other internal teams to facilitate timely and accurate account setup. The role requires strong attention to detail, effective communication skills, and the ability to manage multiple requests in a fast-paced, deadline-driven environment. Primary Responsibilities The individual in this role will be responsible for the end-to-end creation and maintenance of internal and external accounts across multiple lines of business (including loans, equity, fixed income, collateral etc.) and internal/external platforms. Responsibilities include but are not limited to: * Review account opening requests and supporting documentation for completeness and accuracy against internal setup requirements. * Support regulatory documentation collection, validation, and delivery. * Account Executive management across regions. * Management and review of confirms, disclosures, prospectuses, and returned mail * Partnering with onboarding, tax operations, compliance, and front office teams to ensure seamless account onboarding and lifecycle management. * Monitor account setup queues, track outstanding items, and ensure requests are completed within established timelines. * Support account maintenance activities, including amendments, closures, product additions, and updates to account attributes. * Assist with process improvement initiatives to enhance workflow efficiency, data quality, and turnaround times. Qualifications * 1-3 years of experience in client or account onboarding at a multi-national financial institution. * Strong analytical skills and attention to detail when working with high volumes of data. * Knowledge of Broadridge vendor system BPS a plus. Primary Location: Jersey City, NJ Full Time Salary Range of $70,000-$90,000. #LI-MB1 Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments. At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients. Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodation to individuals with disabilities, as required by applicable law. The salary offered will take into consideration an individual’s experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full-time employees, paid parental leave.

Responsibilities

Coordinate the end-to-end operational setup and maintenance of client accounts across various financial product lines. Collaborate with internal teams to ensure accurate account creation and adherence to regulatory and business requirements.