- 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 teams (operations, compliance, legal).
- 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 all 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.
- Utilize Microsoft Office and CRM/workflow tools to track and report onboarding metrics.
- 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 a proven ability to build cross‑functional relationships.
- Highly organized with meticulous attention to detail and the ability to juggle multiple priorities.
- Critical thinking and problem‑solving abilities, including effective escalation management.
- Proficiency with Microsoft Office Suite; familiarity with workflow or CRM systems is a plus.
- Customer‑centric mindset with a passion for delivering high‑quality service.
- Collaborative team player who can also work independently and take initiative.
- Proactive attitude with a drive to identify and implement process improvements.
- Bachelor’s degree or equivalent experience in finance, business, or a related field.
Skills Required
- Experience in client onboarding, client services, or project coordination within a regulated industry
- Understanding of KYC, CDD, and related regulatory compliance requirements
- Excellent communication and interpersonal skills with the ability to build cross-functional relationships
- Strong organization, attention to detail, and ability to manage multiple priorities
- Critical thinking, problem-solving, and escalation management skills
- Proficiency with Microsoft Office Suite
- Familiarity with workflow or CRM systems
- Customer-centric mindset and commitment to high-quality service
- Collaborative work style with ability to work independently and take initiative
- Proactive approach to process improvement
- Bachelor's degree or equivalent experience in finance, business, or a related field
What We Do
Cantor Fitzgerald is a leading global financial services firm, serving clients from over 30 offices around the world. Founded in 1945 as a securities brokerage and investment bank, the firm pioneered computer-based bond trading, built one of the broadest distribution networks in the industry and became the market’s premier dealer of government securities. Today, Cantor Fitzgerald is known for its strength across a diverse array of businesses, including equity and fixed income capital markets, investment banking, commercial real estate finance and services, prime brokerage, asset management and wealth management, and e-commerce and online ventures. In all its businesses, the firm is an acknowledged leader in developing advanced technologies to expand market access, and help clients achieve their most important financial and strategic objectives. This commitment to client-centered innovation has led to enduring relationships with many of the world’s most demanding institutional investors and corporations. For more information please visit www.cantor.com.
