Job#: 2074305
Job Description:
Overview:
Seeking an experienced Client Onboarding Analyst to support international client onboarding, focusing on FX and derivative products. This role involves coordinating with multiple internal teams and external clients to ensure compliance with international regulations and facilitate account opening processes.
Key Responsibilities:
- Assist with onboarding requests for international clients, ensuring compliance with FX/derivatives regulations
- Partner with sales, credit, legal, and tax teams to gather required documentation and approvals
- Liaise with legal and credit teams to obtain necessary sign-offs
- Ensure all regulatory, legal, and documentation requirements are met prior to account opening
- Communicate onboarding status to stakeholders internally and externally
- Support documentation, KYC, and tax compliance efforts
Top Requirements:
- 4+ years experience in client onboarding, specifically FX/derivatives, with international regulatory knowledge
- Experience with onboarding workflow tools and processes
- Proficiency in Microsoft Office (Excel, PowerPoint)
- Background in FX products and banking operations/risk management
- Strong communication skills, attention to detail, and ability to manage multiple requests in a fast-paced environment
Preferred:
- Trading or financial markets experience
- Project management skills
EEO Employer
Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Employee Services Department at [email protected] or 844-463-6178.
Apex Systems is a world-class IT services company that serves thousands of clients across the globe. When you join Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRated's Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.
Apex Benefits Overview: Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our ‘Welcome Packet’ as well, which an Apex team member can provide.