Electronic Onboarding Specialist || Location- Chicago, IL – Onsite 

DAY-TO-DAY RESPONSIBILITIES: 

• Lead the client onboarding project and coordinate with other departments to ensure all customer requirements.
• Provide clients and potential clients with information about available electronic trading systems.
• Determine client order execution requirements by analyzing the number of users, required markets and trading style.
• Pass any issues affecting Operations to the Clearing Client Services units.
• Propose solutions to Sales for delivery to client.
• Draft project plan with phases, milestones, etc. for approval by Sales and within e-Solutions.
• Implement selected solution as a project within e-Solutions.
• Identify client point of contact.
• Manage authorization process.
• Prepare cost estimates.
• Track documentation.
• Determine exchange membership status.
• Verify any preferred exchange pricing.
• Obtain client limit request approval from Risk Management.
• Perform UAT with client.
• Brief support desk on client details so they are prepared to render Tier 1 assistance.
• Pass account reference information to Operations along with any other special client instructions.
• After completion of project turn over all documentation and brief e-Solutions account management personnel to ensure on-going operations continue smoothly.
• Identify potential issues related to compliance including Dodd-Frank regulations

Technical Skills:  

• MS Word, Excel, PowerPoint, MS Project a plus
• Experience with TT, Fidessa, CQG or similar trading platforms a plus.
• Project Management experience
• NFA Series 3 

            Desired / Plus: 

• NFA Series 7

Competencies: 

• 5 + years of Brokerage industry experience; preferably, supporting online transactions.
• Understanding of exchange connectivity such as MPIDs and mnemonics requirements.
• Knowledge of the investment industry and knowledge of investment compliance.   
• Ability to gather and assess client needs and to translate them in a logical and practical set of project tasks.
• Ability to run meetings: project plans, minutes, manage client expectations etc…
• Solid presentation skills.
• Experience in application support, analysis and troubleshooting as well as experience with software testing and user training. 
• The ability to work effectively in a global team environment. 
• Derivatives Trading (Understanding symbols, exchanges, price formats).
• Ability to learn new technologies.
• Excellent communication skills – both verbal and written
• Must be detailed oriented and able to work on multiple projects at a time.
• Previous Business Analysis and Project Management experience.
• Firm understanding of regulatory environment