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Onboarding Specialist
Onboarding SpecialistHeitmeyer Consulting • Columbus, OH, US
Onboarding Specialist

Onboarding Specialist

Heitmeyer Consulting • Columbus, OH, US
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  • [job_card.full_time]
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Job Description

Contract to Hire

Onsite 4 days a week in Columbus, OH

Job Summary

The Broker Dealer Operations Specialist 2 supports in the day-to-day execution of institutional client onboarding, account maintenance, and asset movement activities . This role is ideal for a detail-oriented professional with experience in broker-dealer operations who thrives in a fast-paced, regulated environment.

Key Responsibilities

  • Review and process institutional client onboarding requests, ensuring proper documentation for various client types (Corporation, LLC, Partnership, etc.).
  • Perform AML, CIP, KYC, and OFAC screenings for new and existing clients.
  • Review and approve asset movements , including ACH and Fedwire transactions.
  • Process and maintain client account updates, ensuring accuracy and compliance.
  • Support settlement and reconciliation activities for institutional trading products , including ICS / CDARs and Money Market Funds.
  • Prepare and update operational procedures, job aids, and ad hoc reports .
  • Collaborate with audit and risk teams to provide documentation and validate controls.
  • Assist in training and quality assurance for new team members.
  • Participate in special projects to enhance process efficiency and client experience.

Basic Qualifications

  • High School Diploma or equivalent.
  • 1+ year of experience in brokerage, investment operations, or institutional onboarding .

    • Preferred Qualifications

  • Working knowledge of AML, CIP, KYC, and OFAC compliance requirements.
  • Experience with wire and ACH processing and approvals .
  • Familiarity with institutional or foreign client onboarding processes.
  • FINRA SIE and Series 99 licenses preferred; Series 6 or 7 a plus.
  • Strong organizational skills and attention to detail.
  • Proficiency in Microsoft Office (Excel, Outlook, Word).
  • Ability to manage multiple priorities and collaborate effectively across teams.
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