Company Overview

The hiring organisation operates within institutional foreign exchange and electronic trading services, supporting professional clients and financial intermediaries with access to currency markets. Its client implementation function works across commercial, technical, compliance, and operational teams to establish client relationships and ensure that institutional accounts are configured according to agreed service requirements.

Role Summary

The Client Onboarding Manager will coordinate the onboarding and implementation of institutional FX clients, including brokers, corporate treasury customers, professional trading firms, and other eligible counterparties. The role focuses on managing complex onboarding requirements, coordinating technical and operational readiness, and ensuring that client accounts are activated only after the necessary approvals and controls have been completed.

Key Responsibilities

• Manage institutional onboarding projects from initial documentation through account activation.

• Coordinate due diligence requirements for corporate entities, financial intermediaries, and other institutional clients.

• Liaise with sales, compliance, legal, credit risk, and operations teams to obtain required approvals.

• Coordinate account configuration, trading permissions, reporting preferences, and other agreed service requirements.

• Work with technology teams on platform access, electronic trading connectivity, and implementation dependencies where applicable.

• Maintain implementation schedules, onboarding trackers, and records of outstanding client requirements.

• Identify risks that could delay onboarding and develop practical plans to resolve them.

• Communicate milestones, responsibilities, and implementation progress to internal stakeholders and clients.

• Ensure client account activation follows approved procedures, including applicable compliance and operational checks.

• Support post-activation reviews and resolve outstanding implementation issues.

• Analyse onboarding performance and recommend improvements to institutional implementation workflows.

Requirements and Qualifications

• Bachelor’s degree in Finance, Business Administration, Information Systems, or a related discipline.

• Experience in institutional client onboarding, FX brokerage operations, financial services implementation, or client delivery.

• Understanding of institutional FX products, brokerage services, or electronic trading workflows.

• Familiarity with corporate KYC, counterparty due diligence, account configuration, and operational controls.

• Experience coordinating complex projects involving multiple internal teams.

• Strong stakeholder management, planning, and problem-solving skills.

• Proficiency in CRM platforms, project tracking systems, and operational reporting tools.

• Familiarity with trading platforms, FIX connectivity, or electronic execution systems is an advantage.

Benefits

• Fully remote position within Estonia.

• Opportunity to support institutional clients entering FX trading environments.

• Exposure to brokerage operations, trading technology, and client implementation.

• Professional development in institutional financial services and project coordination.

• Cross-functional collaboration with commercial, compliance, and technical specialists.

Application Instructions

Applicants should submit a CV outlining their experience with institutional onboarding, financial services implementation, and cross-functional project delivery. A cover letter should describe their approach to coordinating complex client requirements, managing implementation timelines, and maintaining onboarding controls. Applications should be submitted through the official application channel provided by the hiring organisation.

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