Client Management Coordinator

Cantor Fitzgerald•Jacksonville, FL

11d

About The Position

The Client Management Coordinator is the primary point of contact for new client onboarding, guiding accounts from initiation through completion while maintaining regulatory standards and operational excellence. The role partners with business units and compliance, legal, and operations teams to provide a smooth, transparent, client-focused onboarding experience. It also represents the Client Management organization in onboarding, CDD, and account-setup matters, and supports standardization and continuous improvement.

Requirements

Experience in client onboarding, client services, or project coordination within a regulated industry.
Strong understanding of KYC, CDD, and related regulatory compliance requirements.
Excellent communication and interpersonal skills, with the ability to build cross-functional relationships.
Strong organization, meticulous attention to detail, and ability to manage multiple priorities.
Critical-thinking and problem-solving abilities, including effective escalation management.
Proficiency with Microsoft Office Suite.
Customer-centric mindset and commitment to delivering high-quality service.
Ability to work collaboratively and independently, and take initiative.
Proactive attitude and drive to identify and implement process improvements.
Bachelor’s degree or equivalent experience in finance, business, or a related field.

Nice To Haves

Familiarity with workflow or CRM systems.

Responsibilities

Guide and support new client onboarding from initiation to completion, ensuring accuracy and efficiency.
Serve as the main liaison between clients, business stakeholders, and internal operations, compliance, and legal teams.
Oversee onboarding requests to confirm alignment with internal policies and external regulatory requirements, including CDD.
Provide weekly status updates to stakeholders, highlighting progress, required actions, and potential blockers.
Collaborate with the business to prioritize onboarding requests based on strategic importance and urgency.
Represent the Client Management organization in onboarding, CDD, and account-setup matters.
Champion standardization and continuous improvement initiatives to enhance the client onboarding experience.
Manage escalations and resolve issues promptly to maintain service quality.
Maintain accurate documentation and records for each onboarding project.
Use Microsoft Office and CRM or workflow tools to track and report onboarding metrics.