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Global Banking & Markets - Operations - Client Operations - Analyst

Spectraforce Technologies
United States, Utah, Salt Lake City
Oct 03, 2025
Title: Global Banking & Markets - Operations - Client Operations - Analyst

Duration: 6 months

Location: Salt Lake City, UT, 84111

Job Description:


  • The Franchise New Business Group "FNBG" is the central point of contact for all aspects of client on- boarding/account opening.
  • FNBG team members are aligned with specific sales desks and work closely with sales coverage, legal, credit risk, operations, compliance and clients to ensure an effective and smooth on-boarding process.
  • FNBG team members develop strong relationships with our institutional clients, which include asset managers, corporations, hedge funds and private equity.
  • They are expected to play a key role in client relationship management and understanding dynamic changes in commercial demands of the business as well as grow subject matter expertise in onboarding and regulatory requirements.
  • This is a dynamic, entrepreneurial team with a passion for documentation and the regulatory landscape, with individuals who thrive in fast-paced and changing environments.


Responsibilities:

  • Current focus area: Onboarding of clients to Sponsored repurchase agreements and ancillary documents to allow for Clearing of US treasuries.
  • Owning and driving the onboarding process on behalf of the desk for all client types and products.
  • Use active discussions with Sales and our clients to manage the priority queue.
  • Drive internal and external conversations to facilitate the negotiation of trading agreements: ISDA, MRA, CDEA, and MSFTA.
  • Develop in depth knowledge of all account opening requirements needed such as AML, KYC & product to legal entity alignment.
  • Manage tight deadlines to ensure we meet clients' service level expectations: fund launches, market specific deadlines and trade dates.
  • Provide excellent client service at time of onboarding.
  • Demonstrate a sound appreciation of new business policies, and process enhancements.


Qualifications:

  • Minimum of 1-3 of client service/financial institution experience.
  • Strong written and verbal communication skills.
  • Strong organization skills, ability to multi-task, and prioritize projects.
  • Strong attention to detail.
  • Strong client service orientation.
  • General understanding of onboarding, KYC or regulatory requirements.
  • Prior experience in related onboarding functions (e.g. Due Diligence, Agreement negotiation) is preferred.
  • Experience/knowledge with ISDA, MRA and other trading agreements is preferred.


Must Haves:

  • Bachelor's Degree.

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