Role Overview & Specifications

We are currently seeking a FX Documentation & Onboarding Associate for a reputable banking client in Boston.

This role is hybrid.

Key

Responsibilities:Work closely with internal and external stakeholders to facilitate the negotiation process of documentation with clients. This includes obtaining necessary approvals from credit, risk, capacity, and legal teams.Assist in the maintenance of Onboarding Procedures, Policies, and Guides to ensure compliance and efficiency in the onboarding process.Manage the document retention process within the group, ensuring that all necessary documents are securely stored and readily accessible.Coordinate meeting arrangements, manage client onboarding trackers, maintain task lists, and provide proofreading support for legal documents.Continuously review and enhance processes, systems, and structures to increase productivity and reduce the time required to conclude contracts.

Your

Skills &

Experience

Experience in foreign exchange trading instruments and fund structures a plusPrevious

experience in a similar role, preferably within the financial services industry.Strong organizational and time management

skills, with the ability to prioritize tasks effectively.Excellent communication and interpersonal

skills, with the ability to collaborate with various stakeholders.

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About Phaxis

Phaxis is an actively verified employer hiring talent across technology, engineering, and operations.

  • Headquarters: United States / United Kingdom
  • Company Size: 1,000+ employees
  • Trust Rating: 95 / 100 (Official Registry Audited)

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