Xelure Technologies
About The Role We are seeking a highly organized and client-focused Client Onboarding Specialist to join our growing team. In this role, you will lead the end-to-end onboarding process for financial institutions joining our Client's network, ensuring the seamless integration of workflows, data, and operational processes. You will work closely with clients, internal stakeholders, and technical teams to ensure successful onboarding, testing, implementation, and transition to business-as-usual operations. Key Responsibilities Coordinate the onboarding of custodians, broker-dealers, asset managers, and other financial institutions. Gather, analyze, and document client requirements, business processes, and operational workflows. Configure onboarding processes and operational workflows to align with client and business needs. Support User Acceptance Testing (UAT) and client testing activities to ensure successful implementation. Manage go-live planning, execution, and post-implementation transition to business-as-usual (BAU) operations. Serve as a key point of contact for clients throughout the onboarding lifecycle. Collaborate closely with integration, data mapping, operations, and support teams to ensure seamless delivery. Monitor onboarding milestones, identify risks, and proactively resolve issues. Maintain accurate onboarding documentation, implementation plans, and process records. Drive a positive client experience by ensuring timely communication and stakeholder engagement. Qualifications 2–5\+ years of experience in client onboarding, implementation, or operations within financial services, custody, post-trade services, or fintech environments. Experience working with custodians, broker-dealers, asset managers, or similar financial institutions. Familiarity with DTCC processes, post-trade workflows, or similar industry utilities is highly advantageous. Strong stakeholder management, relationship-building, and communication skills. Experience gathering business requirements and documenting operational processes. Ability to manage multiple onboarding projects simultaneously in a fast-paced environment. Strong analytical, organizational, and problem-solving skills. Proficiency in Microsoft Office applications and process documentation tools. Preferred Skills Understanding of financial market operations, securities processing, or investment services. Experience supporting implementation projects and testing activities. Knowledge of workflow configuration, data onboarding, or integration processes. Ability to work effectively with both business and technical stakeholders. Why Join Us? Work with leading financial institutions and industry professionals. Be part of a collaborative and innovative team environment. Gain exposure to financial technology, post-trade operations, and client implementation projects. Opportunities for professional growth and career development. If you are passionate about client success, operational excellence, and delivering seamless onboarding experiences, we encourage you to apply. Work Location: Remote
Xelure Technologies
