Demo

Client Onboarding Analyst

Macquarie
Houston, MN Full Time
POSTED ON 1/17/2025
AVAILABLE BEFORE 4/16/2025
  • Email
  • Join a supportive and accountable team within the Commodities and Global Market sales staff, providing you with the opportunity to engage with end-to-end stakeholders, including clients, business, operations and various support and risk groups.

    At Macquarie, our advantage is bringing together diverse people and empowering them to shape all kinds of possibilities. We are a global financial services group operating in 34 markets and with 55 years of unbroken profitability. You'll be part of a friendly and supportive team where everyone - no matter what role - contributes ideas and drives outcomes.

    What role will you play?

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    In this role, you will support Macquarie's Commodities and Global Markets Sales and Origination staff and their clients, by executing and overseeing all aspects of 'the mandatory client experience'. You will manage client expectations from requirement requests to sourcing completion and provide direct support throughout the onboarding and refresh process. You will also build and maintain credible relationships, and coordinate with stakeholders at all levels across the organization.

    What you offer

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    • At least 2 years of Know Your Customer / Client Lifecycle Maintenance experience gained in a financial services, or consulting environment. Commodities or markets experience will be an advantage
    • Excellent communication and stakeholder engagement skills and be client-centric in all that you do
    • A continuous improvement mindset and consider efficiency, agility and risk management uplifts in all that you do
    • Knowledge of onboarding policies and jurisdictional relevant KYC regulations will be critical for this role
    • Able to work well independently in addition to collaborating with your team.
    • We love hearing from anyone inspired to build a better future with us, if you're excited about the role or working at Macquarie we encourage you to apply.

      About Commodities and Global Markets

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      Commodities and Global Markets is a global business offering capital and financing, risk management, market access, physical execution and logistics solutions to its diverse client base across Commodities, Financial Markets and Asset Finance.

      Benefits

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      Macquarie employees can access a wide range of benefits which, depending on eligibility criteria, include :

    • Hybrid and flexible working arrangements
    • One wellbeing leave day per year and minimum 25 days of annual leave
    • Primary caregivers are eligible for 20 weeks paid leave along with 12 days of transition leave upon return to work and 6 weeks paid leave for secondary caregivers
    • Paid volunteer leave and donation matching
    • Range of benefits to support your physical, psychological and financial wellbeing
    • Employee Assistance Program, a robust behavioural health network with counselling and coaching services
    • Recognition and service awards
    • Our commitment to diversity, equity and inclusion

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      We are committed to providing a working environment that embraces diversity, equity and inclusion. As an inclusive employer, Macquarie does not discriminate on the grounds of age, disability, sex, sexual orientation, gender identity or expression, marriage, civil partnership, pregnancy, maternity, race (including color and ethnic or national origins), religion or belief.

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