Client Onboarding, Associate/ AVP

Posted 21 Days Ago
Be an Early Applicant
Tokyo, JPN
In-Office
Mid level
Financial Services
The Role
Coordinate and manage end-to-end client onboarding for Japanese clients: gather and review documentation, perform name screening, set up accounts and system access, provide training and ongoing support, and escalate issues while ensuring compliance with Japanese business practices.
Summary Generated by Built In

Jefferies has been expanding its business in Tokyo, and we are now looking for a dedicated person and detail-oriented Client Onboarding Specialist to join our Japan team. The successful candidate will play a vital role in ensuring a smooth and efficient onboarding process for our new clients, providing exceptional service and support while fostering long-term relationships. This position requires strong communication skills, cultural sensitivity, and a deep understanding of the Japanese market.


Key Responsibilities & Tasks:

  • Coordinate with sales and account management teams to gather all necessary client information and documentation.
  • Conduct thorough reviews of client documents to ensure completeness and accuracy.
  • Facilitate the client onboarding process by acting as the primary point of contact for new clients.
  • Develop and implement onboarding plans tailored to each client's specific needs and requirements, with particular attention to the nuances of the Japanese market.
  • Ensure timely completion of all onboarding activities, including account setup, system access, and training, while adhering to Japanese business practices and regulations.
  • Conduct name screening and ensure all adverse news has been cleared, documented, and escalated appropriately.
  • Build and maintain strong relationships with new clients to ensure a positive onboarding experience, emphasizing the importance of trust and reliability, which are highly valued in Japanese business culture.
  • Address any client concerns or issues promptly and effectively, escalating to the appropriate teams when necessary. 
  • Provide ongoing support and guidance to clients as they transition from onboarding to regular account management, ensuring continual alignment with their evolving needs and expectations.


Qualifications:

  • At least 3 years of experience working with Japanese clients and a strong understanding of the Japanese market.
  • Excellent communication and interpersonal skills, with proficiency in both Japanese and English.
  • Strong organizational and time management skills, with the ability to handle multiple tasks and prioritize effectively.
  • Attention to detail and a commitment to accuracy in all aspects of work.
  • Ability to work independently and as part of a team, with a proactive and results-oriented approach.
  • Proficiency in Microsoft Office Suite.
About Us

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 believe that diversity fosters creativity, innovation and thought leadership through the infusion of new ideas and perspectives. We have made a commitment 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 an equal employment opportunity employer, and takes affirmative action to ensure that all qualified applicants will receive consideration for employment without regard to race, creed, color, national origin, ancestry, religion, gender, pregnancy, age, physical or mental disability, marital status, sexual orientation, 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.

Skills Required

  • At least 3 years experience working with Japanese clients and understanding of the Japanese market
  • Proficiency in both Japanese and English
  • Excellent communication and interpersonal skills
  • Strong organizational and time management skills
  • High attention to detail and commitment to accuracy
  • Ability to work independently and collaboratively in a team
  • Proficiency in Microsoft Office Suite

Jefferies Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Jefferies and has not been reviewed or approved by Jefferies.

  • Strong & Reliable Incentives Compensation is positioned as competitive with meaningful upside, with potential for significant earnings depending on group performance and strong years. A formulaic, performance-linked bonus model ties payouts to individual fees or P&L, reinforcing a pay-for-results dynamic.
  • Parental & Family Support Family-building support is broad, including primary and non-primary caregiver leave, adoption assistance, subsidized emergency child and eldercare, and a $25,000 stipend for qualified surrogacy, adoption, or fertility support. Added resources like family support programs and parental-leave coaching further strengthen caregiver benefits.
  • Wellbeing & Lifestyle Benefits Lifestyle perks extend beyond standard coverage, including discount programs, commuter benefits, legal plans, charitable matching, and education assistance such as tuition support and scholarships for employees’ family members. Location-specific perks like gym stipends and free cafeteria lunch are also described as available in some offices.

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The Company
HQ: New York, NY
6,435 Employees
Year Founded: 1962

What We Do

Jefferies, the global investment banking firm, has served companies and investors for 60 years. Headquartered in New York, with offices in over 30 cities around the world, the firm provides clients with capital markets and financial advisory services, institutional brokerage and securities research, as well as asset and wealth management. The firm provides research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services including underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. Jefferies Group LLC is a wholly-owned subsidiary of Jefferies Financial Group (NYSE: JEF), a diversified financial services company. More about our company can be found at www.jefferies.com.

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