Prime Services, Prime Brokerage, Client Onboarding and Transitioning - Analyst/Associate

Jefferies Group • New York, NY

79d • $100,000 - $110,000

About The Position

The Prime Services Onboarding and Transitioning team are the first points of contact for all clients that are opening an account at Jefferies. The team will guide all Prime Services clients through the onboarding and documentation process, along with introducing the client to multiple touch points across the firm.

Requirements

• Extremely detail-oriented
• Efficient in their responsibilities and time management
• Able to handle and manage multiple requests within a team environment
• Maintains superior follow-up skills
• Has superior focus and attention to detail
• Is able to and does act with a sense of urgency on requests
• Maintains superior knowledge retention

Responsibilities

• Support the onboarding of new clients and assist in training clients on firm's technology and processing
• Perform CIP/KYC for all new clients in prime brokerage
• Coordinate the completion and review of client new account documentation for Cash Prime Brokerage and Synthetic Prime Brokerage
• Coordinate the account setup on the platforms, and demonstrate the applications directly for clients/prospects where needed
• Work with the sales and client service teams to transition all new accounts onto the platform
• Work with other areas within the firm to address client requests, such as trading connectivity, margin inquiries, securities lending during onboarding

Benefits

• Salary Range of $100,000 - $110,000

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities