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Salary: USD 95,000 - 110,000 / annual
Clear Street is a diversified financial services firm modernizing the brokerage ecosystem. Founded in 2018, the company has built a cloud-native clearing and custody system designed for today's complex, global markets. Clear Street's proprietary prime brokerage platform serves institutional clients including hedge funds, asset managers, market makers, and family offices across all asset classes and currencies.
As an Associate in Client Onboarding, you will partner with sales, trading, futures clearing, investment banking, securities finance, trade support, client service, legal, and compliance teams on all aspects of the client lifecycle—including onboarding, new account openings, periodic refreshes, and offboarding. You will work in a fast-paced, collaborative environment with industry veterans on the frontlines of the organization, building relationships with institutional clients and delivering a best-in-class onboarding experience.
The client onboarding team was established in late 2021 and is relatively new, giving you the opportunity to shape how onboarding, maintenance, and offboarding processes work at Clear Street. You will operate both autonomously and as part of a team, depending on project demands and workload.
Key responsibilities include:
- Supporting client onboarding workflows across equities prime brokerage, futures clearing, and security-based swaps
- Assisting with KYC (Know Your Customer) due diligence processes, including information gathering, initial risk assessments, and issue escalation
- Using screening tools such as WorldCheck and CLEAR to perform end-to-end KYC reports
- Conducting periodic KYC refreshes for existing clients to ensure compliance with regulatory standards
- Maintaining client relationships through various market cycles and product innovations
- Supporting compliance with FINRA, SEC, AML, BSA, USA PATRIOT Act, and FinCEN regulations
Clear Street requires employees to be in the office 4 days per week. The company offers competitive compensation, company equity, 401k matching, gender-neutral parental leave, and full medical, dental, and vision insurance. In-office benefits include lunch stipends, fully stocked kitchens, happy hours, and a great location.
**Requirements:**
- 2–3 years of experience in client onboarding, ideally within equities prime brokerage, futures clearing, or security-based swaps
- Client-focused mindset with ability to maintain relationships through market cycles and product innovations
- Strong team player, open to feedback, comfortable working collaboratively across teams and levels
- Basic understanding of FINRA and SEC regulatory requirements related to customer onboarding in prime brokerage and security-based swap dealer environments
- Familiarity with core AML and KYC requirements applicable to institutional clients (hedge funds, asset managers, proprietary trading firms, family offices), including exposure to BSA, USA PATRIOT Act, and FinCEN regulations
- Experience assisting with KYC due diligence processes, including information gathering, initial risk assessments, and issue escalation under senior guidance
- Exposure to or willingness to learn screening tools such as WorldCheck and CLEAR, and ability to perform basic manual research for end-to-end KYC reports
- Familiarity with or openness to learning periodic KYC refresh processes for existing clients
- Motivation to work in a fast-growing, innovative environment focused on improving client onboarding experience
