Client Operations Associate - Markets Operations

Make onboarding feel effortless—for clients and internal teams. In this role, you will coordinate complex onboarding and account lifecycle initiatives that enable investment products to launch smoothly and operate reliably. You will work across functions to drive delivery transparency, strong documentation, and control awareness. If you enjoy solving ambiguity, aligning stakeholders, and improving how work gets done, this team offers broad exposure and meaningful impact.

As a Client onboarding operations associate in the Client onboarding management team, you will coordinate end-to-end onboarding and account lifecycle delivery for investment products by aligning stakeholders, managing timelines, and maintaining disciplined documentation and governance. You will drive execution across multiple workstreams, proactively identify risks, and escalate issues to keep delivery on track. You will also contribute to continuous improvement by refining playbooks and working practices based on lessons learned.
Job responsibilities

- Lead end-to-end execution of multiple complex, bespoke client onboarding initiatives across regions

- Coordinate operational due diligence, production readiness checks, go-live oversight, and post-launch stabilization

- Partner with stakeholders to confirm scope, define success metrics, and provide transparent status updates with clear next steps

- Translate business and operational requirements into actionable execution plans for cross-functional delivery teams

- Identify delivery risks early, escalate issues through appropriate channels, and drive timely resolution

- Align delivery across sales, product, client service, transition management, operations, and technology partners

- Establish and maintain delivery governance by tracking milestones, dependencies, decisions, and outcomes

- Maintain thorough documentation to support auditability, change traceability, and effective handoffs

- Improve onboarding playbooks, templates, and ways of working using insights from completed engagements

Required qualifications, capabilities and skills

- Bachelor’s degree

- Experience in client onboarding, client service, or client-facing operations within financial services and/or the hedge fund industry

- Ability to independently manage complex workstreams, prioritize competing demands, and exercise sound judgment under tight deadlines

- Demonstrated ability to identify risks early, escalate issues appropriately, and drive resolution across multiple stakeholder groups

- Strong organizational skills, including governance structuring, documentation rigor, and timeline management across concurrent engagements

- Proficiency with Microsoft Office tools for documentation, reporting, and stakeholder communication

- Strong analytical and problem-solving skills, with a proactive continuous-improvement mindset

- Ability to build trusted, durable relationships across clients and internal functions in a multicultural environment

Preferred qualifications, capabilities and skills

- Familiarity with prime brokerage and/or hedge fund products and the operational and technology dependencies critical to successful onboarding

- Experience supporting regional or cross-border onboarding efforts in Asia-Pacific, including China-related requirements

- Formal project management training and demonstrated stakeholder management experience

- Experience driving cross-regional delivery through knowledge sharing and process improvement initiatives