Prime Services, APAC Client Onboarding and Transitioning - Associate

Jefferies
Hong Kong
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 2+ yearsSkills: ["Detail-oriented","Time management","Ability to manage multiple requests","Follow-up skills","Sense of urgency","Knowledge retention"]

Own the end-to-end onboarding and account opening process for custody, DVP, and swap accounts across Jefferies entities. Support new client onboarding and technology training, maintain onboarding documentation and checklists aligned to policy, and perform CIP/KYC. Coordinate documentation review and account setup on brokerage platforms, demonstrate applications for clients/prospects, and partner with Sales, client service, and internal teams (Legal, Compliance, Risk, Credit) to transition new accounts successfully.

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FursaFursa
Jefferies
Jefferies
3 days ago

Prime Services, APAC Client Onboarding and Transitioning - Associate

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Own the end-to-end onboarding and account opening process for custody, DVP, and swap accounts across Jefferies entities. Support new client onboarding and technology training, maintain onboarding documentation and checklists aligned to policy, and perform CIP/KYC. Coordinate documentation review and account setup on brokerage platforms, demonstrate applications for clients/prospects, and partner with Sales, client service, and internal teams (Legal, Compliance, Risk, Credit) to transition new accounts successfully.
Location: Hong Kong
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Entry level

Key Responsibilities

  • •Responsible for end-to-end onboarding and opening of custody account, DVP accounts and swap accounts within Jefferies entities
  • •Support onboarding of new clients and train clients on the firm’s technology and processing
  • •Maintain onboarding documentation and account setup checklists aligned with firm policy and control procedures
  • •Perform CIP/KYC for all new clients in Prime Services
  • •Coordinate account setup on platforms, review new account documentation, and transition new accounts with sales and client service teams

Key Requirements

  • •Minimum 2 years experience in client onboarding and transitions within Prime Services environment
  • •Experience in capital markets operations, client onboarding and new accounts or clearing firm operational roles
  • •Extremely detail-oriented with efficient time management
  • •Able to handle multiple requests in a team environment with strong follow-up skills
  • •Demonstrates urgency on requests and maintains superior knowledge retention
Experience:2+ yearsCapital marketsPrime brokerageClient onboardingClearing operations
Skills:Detail-orientedTime managementAbility to manage multiple requestsFollow-up skillsSense of urgencyKnowledge retention

Company Brief

Jefferies
Global investment banking and capital markets firm providing advisory, underwriting, trading, research, and asset management services to corporations, governments, and institutional investors.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: New York, United States
Founded: 1962
WebsiteLinkedIn