Clear Street
Senior Associate - Client Onboarding
$110K–$135K
New York, NY +1 · Senior · Full-time · Posted Sep 23, 2026
- Location
- New York, NY
New York, NY, United States - Experience
- At least 3 years of experience in Client Onboarding.
About the job
Partner with cross-functional teams to manage institutional client onboarding, account openings, periodic refreshes, and offboarding.
What you'll do
- Coordinate client lifecycle processes with sales and trading, operations, legal, and compliance teams.
- Handle onboarding and new account openings for institutional clients.
- Support periodic client refreshes and offboarding.
What they ask for
- Proficiency in CFTC, FINRA, and SEC customer-onboarding requirements for the relevant businesses.
- Proficiency in AML and KYC requirements, including BSA, USA PATRIOT Act, and FinCEN.
- A proven track record of building long-term relationships with front-office colleagues and institutional clients.
- Strong client focus and ability to collaborate, communicate across organizational levels, and work autonomously when required.
Nice to have
- Experience in Equities Prime Brokerage, Futures Clearing, and Security-Based Swaps.
Pay
USD $110,000-$135,000 base salary
Model-written summary · the original posting is authoritative