Senior Associate - Client Onboarding

We need to output only HTML fragment, using

for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must not repeat job title as heading. We must include sections only when posting has real specific content. We must preserve all substantive info, not invent or summarize away detail. Remove boilerplate etc. We need to parse the posting. Job title: Senior Associate - Client Onboarding (but we don't repeat as heading). Location: New York, NY. We have sections: - About Clear Street (company description) maybe "About the role"? Actually "About the role" heading is for description of role. The posting includes "The Role" paragraph describing responsibilities. Also "The Team" paragraph. Could combine into "About the role" or "Responsibilities". Let's see. We need to decide headings based on content. We have: - About Clear Street (company overview). Could be "About the role"? Not exactly. Could be "About the role" maybe includes description of role and team. But we have separate "The Role" and "The Team". Could put both under "About the role" as prose. - Responsibilities: The Role paragraph lists partnering with sales and trading, futures clearing, investment banking, securities finance, trade support, client service, legal and compliance on all facets of client life cycle including client onboarding, new account openings, periodic refresh and client offboarding. That's responsibilities. - Requirements: list of requirements (experience, proficiency, etc.) - Qualifications: maybe not separate; but we have "You have at least 3 years..." etc. That's requirements. Could treat as Requirements. - Skills: maybe not explicit separate list; but we could embed in Requirements. - Benefits: "We Offer" includes base salary range, equity, 401k matching, parental leave, medical/dental/vision, in-office benefits (lunch stipends, stocked kitchens, happy hours, location, views). Also mention culture, diversity, etc. So Benefits section. - Pay: Base Salary Range $110,000-$135,000. Could be separate Pay section. But we already included salary in Benefits? The instruction: Prefer few substantive sections over many thin ones. We could combine Pay and Benefits into one Benefits section that includes salary and other benefits. However they said include Pay section only if posting actually states them. It does state base salary range. So we could have a Pay section with that range, and Benefits section with other benefits. But that may be thin. Could combine into Benefits and include salary there. The instruction: "Prefer a few substantive sections over many thin ones." So better to combine Pay and Benefits into one Benefits section that includes salary and other benefits. However they also said "include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text". So if we combine, we need to ensure we have substantive content. We'll have Benefits section with salary range, equity, 401k matching, parental leave, medical/dental/vision, in-office benefits, culture statements. - Schedule: posting says "requiring employees to be in the office 4 days per week." That's schedule. Could be Schedule section. - Responsibilities: we have. - Requirements: we have. - About the role: maybe we can include company overview and team description under About the role. Thus sections: About the role, Responsibilities, Requirements, Benefits, Schedule. We must not include Qualifications, Skills if no specific content. Now we need to format: headings

then content: either

for prose,

• for lists. We need to preserve all substantive information; do not invent or summarize away detail. So we must include all details from the posting, but we can format as lists where appropriate. Let's extract details. About Clear Street paragraph: "Clear Street is modernizing the brokerage ecosystem. Founded in 2018, Clear Street is a diversified financial services firm replacing the legacy infrastructure used across capital markets. We started from scratch by building a completely cloud-native clearing and custody system designed for today’s complex, global market. Clear Street’s proprietary prime brokerage platform adds significant efficiency to the market, while focusing on minimizing risk, redundancy, and cost for clients. Our goal is to create a single source-of-truth platform for every asset class, in every country, and in any currency. By combining highly-skilled product and engineering talent with seasoned finance professionals, we’re building the essentials to compete in today’s fast-paced markets." The Team paragraph: "You will work in a fast-paced environment with a collaborative team of highly accomplished industry veterans. The client onboarding team was established in late 2021 and sits on the frontlines of Clear Street--building relationships with clients and providing a best in class onboarding experience for institutional clients including hedge funds, asset managers, market makers and family offices. Given that this team is relatively new, you’ll have the opportunity to shape how the onboarding, maintenance, and offboarding process works at Clear Street." We could combine these into About the role section as prose (maybe two paragraphs). Or we could split: About Clear Street (company) and The Team (team). But we only have About the role heading allowed. We'll put both paragraphs under About the role. Responsibilities: The Role paragraph: "As a client onboarding senior associate you will be partnering with sales and trading, futures clearing, investment banking, securities finance, trade support, client service, legal and compliance on all facets of the client life cycle including client onboarding, new account openings, periodic refresh and client offboarding." We could make a list of partners: sales and trading, futures clearing, investment banking, securities finance, trade support, client service, legal and compliance. And list of facets: client onboarding, new account openings, periodic refresh, client offboarding. But we must not invent or summarize away detail; we can keep as prose or break into lists but must preserve all info. Using lists is okay as long as we don't lose info. Requirements: bullet list of requirements: - You have at least 3 years of experience in Client Onboarding, preferably in Equities Prime Brokerage, Futures Clearing and Security-Based Swaps. - You are proficient in CFTC, FINRA and SEC regulatory requirements with respect to customer onboarding for a Futures Commission Merchant, Equities Prime Broker and Security-Based Swap Dealer, respectively. - You are proficient in the requisite Anti-Money Laundering (AML) and Know Your Customer (KYC) regulatory and operational onboarding requirements for various institutional clients including hedge funds, asset managers, proprietary trading firms and family offices. This includes BSA, USA PATRIOT Act and FinCEN. - You have a proven track record of building solid, long standing relationships with front office colleagues and institutional clients. - You are client focused and understand how to maintain relationships through various market cycles and product innovations. - You are passionate about tackling the root cause of the issues within the industry’s prime services offering today and are able to effectively articulate our mission as a new prime broker building a better client experience with a modern tech-stack. - You are highly collaborative and confident interacting with a variety of personality types and levels in the organization, operating autonomously when required and as a team player when working on strategic initiatives, project demands occur or workload increases. We can format each as
• . Benefits/Pay: We have: - Base Salary Range for this role is $110,000-$135,000. This range is representative of the starting base salaries for this role at Clear Street. Where a candidate falls in this range will be based on job related factors such as relevant experience, skills, and location. This range represents Base Salary only, which is just one element of Clear Street's total compensation. The range stated does not include other factors of total compensation such as bonuses or equity. - At Clear Street, we offer competitive compensation packages, company equity, 401k matching, gender neutral parental leave, and full medical, dental and vision insurance. - Our belief has always been that we are better as a business when we are all together in person. As such, we are requiring employees to be in the office 4 days per week. In-office benefits include lunch stipends, fully stocked kitchens, happy hours, a great location, and amazing views. - Our top priority is our people. We’re continuously investing in a culture that promotes collaboration. We help each other through challenges and celebrate each other's successes. - We believe that modern workplaces succeed by virtue of having high-performance workforces that are diverse — in ideas, in cultures, and in experiences. We put in the effort to make such a workplace a daily reality and are proud to be an equal opportunity employer. We can combine salary and other benefits into Benefits section. Could also separate Pay but we want few sections. We'll make Benefits section with salary details and other benefits. Schedule: "requiring employees to be in the office 4 days per week." That's schedule. Could be separate Schedule section. But we already mentioned in-office benefits in Benefits; schedule is separate. Could combine schedule into Benefits? But schedule is about work arrangement, not a benefit. Might be better to have Schedule section. However that would be thin (just one sentence). But we could combine schedule into Benefits as part of in-office benefits? The instruction: Prefer a few substantive sections over many thin ones. So maybe we incorporate schedule into Benefits section as part of in-office benefits description. But we already have in-office benefits list; we could add "requiring employees to be in the office 4 days per week" as a statement before the list. That would keep Benefits substantive. Thus we may not need separate Schedule section. Thus sections: About the role, Responsibilities, Requirements, Benefits. Now we need to output only HTML fragment, no /, no markdown. We'll produce:

  About the role

  Clear Street is modernizing the brokerage ecosystem. Founded in 2018, Clear Street is a diversified financial services firm replacing the legacy infrastructure used across capital markets. We started from scratch by building a completely cloud-native clearing and custody system designed for today’s complex, global market. Clear Street’s proprietary prime brokerage platform adds significant efficiency to the market, while focusing on minimizing risk, redundancy, and cost for clients. Our goal is to create a single source-of-truth platform for every asset class, in every country, and in any currency. By combining highly-skilled product and engineering talent with seasoned finance professionals, we’re building the essentials to compete in today’s fast-paced markets.

  You will work in a fast-paced environment with a collaborative team of highly accomplished industry veterans. The client onboarding team was established in late 2021 and sits on the frontlines of Clear Street--building relationships with clients and providing a best in class onboarding experience for institutional clients including hedge funds, asset managers, market makers and family offices. Given that this team is relatively new, you’ll have the opportunity to shape how the onboarding, maintenance, and offboarding process works at Clear Street.

  Responsibilities

  • Partner with sales and trading, futures clearing, investment banking, securities finance, trade support, client service, legal and compliance.
  • Manage all facets of the client life cycle including client onboarding, new account openings, periodic refresh and client offboarding.

  Requirements

  • At least 3 years of experience in Client Onboarding, preferably in Equities Prime Brokerage, Futures Clearing and Security-Based Swaps.
  • Proficient in CFTC, FINRA and SEC regulatory requirements with respect to customer onboarding for a Futures Commission Merchant, Equities Prime Broker and Security-Based Swap Dealer, respectively.
  • Proficient in the requisite Anti-Money Laundering (AML) and Know Your Customer (KYC) regulatory and operational onboarding requirements for various institutional clients including hedge funds, asset managers, proprietary trading firms and family offices; includes BSA