Russell Tobin · 8 hours ago
Operational Specialist
Dallas, TX
Full-time
Onsite
Entry Level
$23/hr - $23/hr
1+ years expRussell Tobin is seeking a Client Operations Analyst for their Global Banking & Markets division. The role involves managing the client onboarding process, ensuring compliance with regulatory requirements, and providing exceptional client service throughout the onboarding stages.
ConsultingHuman ResourcesLegalStaffing Agency
Hiring Manager
Bishwajeet Chatterjee
Responsibilities
Manage the end-to-end onboarding process for clients, including Sponsored Repurchase Agreements and related documentation for clearing U.S. Treasuries
Serve as the primary liaison between clients and internal teams (Sales, Legal, Compliance, Credit, Operations) to ensure onboarding completion
Negotiate and facilitate documentation such as ISDA, MRA, CDEA, and MSFTA agreements
Maintain an in-depth understanding of AML, KYC, and account opening requirements for various legal entities and product alignments
Prioritize and track onboarding activities using active engagement with clients and sales teams
Meet strict service level expectations and market-driven deadlines, ensuring timely execution for fund launches and trade readiness
Provide exceptional client service during all stages of the onboarding process
Contribute to process improvement initiatives and policy updates related to new business onboarding
Qualification
Required
Bachelor's degree required
1–3 years of experience in client service or within a financial institution
Strong communication skills (verbal and written) with the ability to engage effectively with internal and external stakeholders
Excellent organizational skills, with the ability to multi-task and prioritize in a fast-paced environment
Strong attention to detail and a proactive approach to problem-solving
Demonstrated client service orientation and ability to work independently and collaboratively
Preferred
Knowledge of onboarding, KYC, AML, and regulatory frameworks preferred
Experience with agreement negotiation or related onboarding functions (e.g., Due Diligence, Documentation) is a plus
Familiarity with ISDA, MRA, and trading agreements preferred
Company
Russell Tobin
Russell Tobin is a staffing and recruiting company that provides recruitment and staffing advisory services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
John Woronowich, JD
Vice President - Search, Staffing & Embedded Partnerships
Ashley Steger
Director of Talent Acquisition and People Operations- Embedded Partnerships
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