Job#: 3030706 Job Description: Client Onboarding Analyst
Location: Jersey City, NJ or Boston, MA (Partial Remote, 3 days onsite)
Employment Type: Contract
Role Overview
We are seeking a senior-level Client Onboarding Analyst to support securities lending clients across equities and fixed income products. This role owns the end-to-end client onboarding process, managing multiple concurrent projects while serving as a primary client-facing partner. The ideal candidate brings strong securities lending operations experience, excellent communication skills, and the ability to translate business needs into clear operational and technical requirements.
Key Responsibilities
- Manage 10 to 15 client onboarding projects simultaneously.
- Own the full onboarding lifecycle from documentation and application review through testing and activation.
- Serve as the primary point of contact for clients throughout the onboarding process.
- Apply securities lending business knowledge across equities and bonds to align client needs with available products.
- Support and coordinate client testing using web-based user interfaces and internal systems.
- Troubleshoot onboarding issues related to data, files, documentation, and specifications.
- Translate business requirements into clear specifications and partner with internal teams.
- Lead frequent client calls and provide guidance throughout the onboarding process.
- Act in a pre-sales support capacity by explaining products, workflows, and capabilities.
Required Qualifications
Experience: 8+ years of capital markets operations experience with direct securities lending exposure. Candidates must have a strong securities lending background and proven experience managing end-to-end client onboarding or implementation initiatives.
Technical Skills: Strong proficiency in Microsoft Office, including PowerPoint, is required. The role requires the ability to read, interpret, and work with technical specifications.
This employer is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
Apex uses a virtual recruiter as part of the application process. Click for more details.
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Apex Systems is a world-class IT services company that serves thousands of clients across the globe. When you join Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRated's Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico. Apex uses a virtual recruiter as part of the application process. Click for more details.
Apex Benefits Overview: Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Apex team member can provide.
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