Electronic Onboarding Specialist (On-Site)
Location: Chicago, IL Rate: DOE
Day-To-Day Responsibilities:
Lead the client onboarding project and coordinate with other departments to ensure all customer requirements.
Provide clients and potential clients with information about available electronic trading systems.
Determine client order execution requirements by analyzing the number of users, required markets and trading style.
Pass any issues affecting Operations to the Clearing Client Services units.
Propose solutions to Sales for delivery to client.
Draft project plan with phases, milestones, etc. for approval by Sales and within e-Solutions.
Implement selected solution as a project within e-Solutions.
Identify client point of contact.
Manage authorization process.
Prepare cost estimates.
Track documentation.
Determine exchange membership status.
Verify any preferred exchange pricing.
Obtain client limit request approval from Risk Management.
Perform UAT with client.
Brief support desk on client details so they are prepared to render Tier 1 assistance.
Pass account reference information to Operations along with any other special client instructions.
After completion of project turn over all documentation and brief e-Solutions account management personnel to ensure on-going operations continue smoothly.
Identify potential issues related to compliance including Dodd-Frank regulations
Technical Skills:
MS Word, Excel, PowerPoint, MS Project a plus
Experience with TT, Fidessa, CQG or similar trading platforms a plus.
Project Management experienceNFA Series 3Desired / Plus:
- NFA Series 7Competencies:5 + years of Brokerage industry experience; preferably, supporting online transactions.
- Understanding of exchange connectivity such as MPIDs and mnemonics requirements.
- Knowledge of the investment industry and knowledge of investment compliance.
- Ability to gather and assess client needs and to translate them in a logical and practical set of project tasks.
- Ability to run meetings: project plans, minutes, manage client expectations etc...Solid presentation skills.
- Experience in application support, analysis and troubleshooting as well as experience with software testing and user training.
- The ability to work effectively in a global team environment.
- Derivatives Trading (Understanding symbols, exchanges, price formats).Ability to learn new technologies.
- Excellent communication skills - both verbal and written
- Must be detailed oriented and able to work on multiple projects at a time.
- Previous Business Analysis and Project Management experience.
- Firm understanding of regulatory environment
