Static Data / Static Data Operations

Static Data / Account Opening Specialist

A well-established broker-dealer headquartered in New York City is expanding its footprint to the West Coast and is seeking a motivated professional with strong experience in Static Data and Account Opening to join its growing team. This is a high-visibility role offering close collaboration with Front Office, Operations, Compliance, and Technology, as well as regular exposure to senior-level management. The ideal candidate is detail-oriented, process-driven, and thrives in a fast-paced trading environment.

Key Responsibilities

• Manage the end-to-end account onboarding process for new clients, including collection, review, and validation of required documentation
• Maintain and update static data across internal systems, ensuring accuracy and completeness
• Partner closely with Front Office teams to support client onboarding and ongoing account maintenance
• Coordinate with Compliance, Legal, and Operations to ensure adherence to regulatory and internal requirements
• Identify opportunities to improve onboarding workflows and data quality controls
• Serve as a point of contact for internal stakeholders on account-related inquiries

Qualifications

• Minimum of 3 years of experience in Static Data, Client Onboarding, or Account Opening within a broker-dealer, investment bank, or similar financial institution
• Strong understanding of client reference data, KYC/AML requirements, and onboarding controls
• High attention to detail with strong organizational and time-management skills
• Excellent communication skills and ability to interact directly with Front Office and senior stakeholders
• Ability to work independently in a fast-paced, deadline-driven environment

Why This Role

• Opportunity to work closely with revenue-generating teams
• High visibility with senior management
• Be part of a firm during a significant growth and expansion phase
• Stable platform with a strong market reputation

This role is in-office five days per week and is ideal for someone looking to build long-term visibility and impact within a top-tier financial services organization.

Seniority level

• Associate

Employment type

• Full-time

Job function

• Finance

Benefits

• Medical insurance
• Vision insurance
• 401(k)