Static Data / Account Opening Specialist
A well-established broker-dealer headquartered in New York City is expanding its footprint to the West Coast and is seeking a motivated professional with strong experience in Static Data and Account Opening to join its growing team. This is a high-visibility role offering close collaboration with Front Office, Operations, Compliance, and Technology, as well as regular exposure to senior-level management. The ideal candidate is detail-oriented, process-driven, and thrives in a fast-paced trading environment.
Key Responsibilities
- Manage the end-to-end account onboarding process for new clients, including collection, review, and validation of required documentation
- Maintain and update static data across internal systems, ensuring accuracy and completeness
- Partner closely with Front Office teams to support client onboarding and ongoing account maintenance
- Coordinate with Compliance, Legal, and Operations to ensure adherence to regulatory and internal requirements
- Identify opportunities to improve onboarding workflows and data quality controls
- Serve as a point of contact for internal stakeholders on account-related inquiries
Qualifications
- Minimum of 3 years of experience in Static Data, Client Onboarding, or Account Opening within a broker-dealer, investment bank, or similar financial institution
- Strong understanding of client reference data, KYC/AML requirements, and onboarding controls
- High attention to detail with strong organizational and time-management skills
- Excellent communication skills and ability to interact directly with Front Office and senior stakeholders
- Ability to work independently in a fast-paced, deadline-driven environment
Why This Role
- Opportunity to work closely with revenue-generating teams
- High visibility with senior management
- Be part of a firm during a significant growth and expansion phase
- Stable platform with a strong market reputation
This role is in-office five days per week and is ideal for someone looking to build long-term visibility and impact within a top-tier financial services organization.
Seniority level
- Associate
Employment type
- Full-time
Job function
- Finance
Benefits
- Medical insurance
- Vision insurance
- 401(k)