Lewis James Professional

Client Onboarding Specialist

Lewis James Professional is a woman-owned staff augmentation, project consulting and direct hire search and placement firm. We are currently seeking a Client Onboarding Specialist for a contract opportunity with a financial services client.


  • Assist Client onboarding in the day to day processing while the Fenergo upgrade (FenEx) is implemented.
  • Onboarding capital market clients in the onboarding platform Fenergo.
  • Collect, review, and analyze client documents to satisfy regulatory requirements.
  • Interact with internal partners in the setup of client accounts prior to trading.


  • Bachelor’s Degree required.
  • Client onboarding experience; AML/KYC experience; capital markets operations experience.
  • Previous banking operations experience in a branch or operations banking environment with an emphasis in Client onboarding functions.
  • Understanding of banking operational procedures and policies and an understanding of applicable banking regulations.
  • This role entails the onboarding of new clients for the capital markets business (Derivatives, Foreign exchange, Fixed Income and Equities).
  • Candidate should have a good understanding of Anti Money Laundering, FINRA, Dodd Frank and other regulatory requirements as they apply to these products.
  • Working experience in other swap dealer banks/ broker dealers, asset managers, investment managers or insurance companies.

For immediate consideration, please click “Apply” and use Job Code BHJOB11837_3195. You may also send a copy of your resume to: resumes@lewisjamesprofessional.com and enter only the following job code in the subject line: BHJOB11837_3195. Lewis James Professional is an Equal Opportunity Employer. M/F/D/V