Client Onboarding Specialist jobs in United States
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PBF Energy · 1 week ago

Client Onboarding Specialist

PBF Energy Inc. is one of the largest independent refiners in North America, and they are seeking a talented Client Onboarding Specialist to join their team. This role will manage the client/counterparty onboarding process for new clients and changes to existing counterparties, facilitating the Commercial team’s ability to execute transactions.

BiofuelEnergyNatural ResourcesOil and GasTransportation

Responsibilities

Manage the counterparty onboarding process for both Refining and renewables business
Work with internal stakeholders on the set up of new counterparties as well as updates to existing counterparties including name changes, mergers and acquisitions
Maintain status and provide periodic updates to stakeholders on the counterparty set up process
Liaise with internal stakeholders including Commercial, Credit, Tax, Treasury and Master Data
Prepare and distribute client notifications for Commercial personnel changes
Work on new initiatives and process improvements as technologies and organizational needs evolve
Identify and document process issues and implement problem resolutions
Respond to other activities and initiatives deemed necessary to ensuring successful day-to-day operations
Assist in other Compliance functions as necessary

Qualification

Customer onboardingKYC processCRM systemsETRM systemsExcel proficiencyOrganizational skillsAnalytical skillsInterpersonal skillsTeamwork

Required

B.S. in relevant education
Must be proficient in Excel and Word
Strong analytical and organizational skills
Ability to analyze problems and determine practical solutions
Strong interpersonal skills, both written and verbal
Interest in assisting internal customers to increase value contribution to the organization
Demonstrated ability to work within a team environment

Preferred

M.S. or M.B.A
1+ years related professional experience supporting, developing, and maintaining a customer onboarding, Know Your Customer (KYC) or Compliance process
Experience in the Oil or Refining industry
Experience with CRM and ETRM Systems

Benefits

Bonus eligibility
Health care
Retirement benefits
Paid time off

Company

PBF Energy

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PBF Energy is one of the largest independent petroleum refiners and suppliers.

Funding

Current Stage
Public Company
Total Funding
$1.38B
Key Investors
Control Empresarial de Capitales
2025-03-12Post Ipo Debt· $800M
2024-06-29Post Ipo Equity· $75.5M
2023-08-14Post Ipo Debt· $500M

Leadership Team

T
Trecia Canty
Senior Vice President, General Counsel & Secretary
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Company data provided by crunchbase