Prime Services, Prime Brokerage, Client Onboarding and Transitioning - Analyst/Associate en Jefferies LLC
Jefferies LLC · New York, Estados Unidos De América · Onsite
- Professional
- Oficina en New York
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.
The daily requirements that the Onboarding and Transitioning team are responsible for are:
- 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
The type of person that excels in this role is someone that is:
- 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
Primary Location Full Time Salary Range of $100,000 - $110,000.
Company
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 accommodations 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.
