Cantor Fitzgerald

Arranges financing and brokers securities trades

Client Management Coordinator

Customer SuccessConfirmed live in the last 24 hours

Full-timeJacksonville, FL, USANo salary listedIn-person

About the Job

Requirements

Experience in client onboarding, client services, or project coordination within a regulated industry.
Strong understanding of Know Your Customer, Customer Due Diligence, and related regulatory compliance requirements.
Strong communication and interpersonal skills for building cross-functional relationships.
Ability to organize work with attention to detail and manage multiple priorities.
Critical thinking, problem-solving, and escalation-management abilities.
Proficiency with Microsoft Office Suite; familiarity with workflow or customer relationship management systems is a plus.
A bachelor's degree or equivalent experience in finance, business, or a related field.

Responsibilities

Guide and support new client onboarding from initiation to completion, ensuring accuracy and efficiency.
Serve as the main liaison between clients, business stakeholders, and internal operations, compliance, and legal teams.
Oversee onboarding requests to confirm alignment with internal policies and external regulatory requirements, including Customer Due Diligence.
Provide weekly status updates to stakeholders, highlighting progress, required actions, and potential blockers.
Collaborate with the business to prioritize onboarding requests based on strategic importance and urgency.
Represent the Client Management organization in onboarding, Customer Due Diligence, and account-setup matters.
Champion standardization and continuous improvement initiatives to enhance the client onboarding experience.
Manage escalations and resolve issues promptly to maintain service quality.
Maintain accurate documentation and records for each onboarding project.
Use Microsoft Office and customer relationship management or workflow tools to track and report onboarding metrics.

Desired Qualifications

Familiarity with workflow or customer relationship management systems.

The Client Management Coordinator will act as the primary point of contact for new client onboarding, guiding each account from initiation through completion while maintaining regulatory standards and operational excellence. This role partners with business units, compliance, legal, and operations teams to ensure a smooth, transparent, and client‑focused onboarding journey.

Experience in client onboarding, client services, or project coordination within a regulated industry.
Strong understanding of KYC, CDD, and related regulatory compliance requirements.
Excellent communication and interpersonal skills with a proven ability to build cross‑functional relationships.
Highly organized with meticulous attention to detail and the ability to juggle multiple priorities.
Critical thinking and problem‑solving abilities, including effective escalation management.
Proficiency with Microsoft Office Suite; familiarity with workflow or CRM systems is a plus.
Customer‑centric mindset with a passion for delivering high‑quality service.
Collaborative team player who can also work independently and take initiative.
Proactive attitude with a drive to identify and implement process improvements.
Bachelor’s degree or equivalent experience in finance, business, or a related field.

Guide and support new client onboarding from initiation to completion, ensuring accuracy and efficiency.
Serve as the main liaison between clients, business stakeholders, and internal teams (operations, compliance, legal).
Oversee onboarding requests to confirm alignment with internal policies and external regulatory requirements, including CDD.
Provide weekly status updates to stakeholders, highlighting progress, required actions, and potential blockers.
Collaborate with the business to prioritize onboarding requests based on strategic importance and urgency.
Represent the Client Management organization in all onboarding, CDD, and account‑setup matters.
Champion standardization and continuous improvement initiatives to enhance the client onboarding experience.
Manage escalations and resolve issues promptly to maintain service quality.
Maintain accurate documentation and records for each onboarding project.
Utilize Microsoft Office and CRM/workflow tools to track and report onboarding metrics.

About the Company

Cantor Fitzgerald

Arranges financing and brokers securities trades

Cantor Fitzgerald arranges financing and executes securities trades for corporations and institutional investors through its investment banking and brokerage businesses. Its capital markets teams work on equity and debt offerings, while advisers support mergers, acquisitions, and private investment transactions. Trading desks cover stocks and fixed-income securities, and its prime brokerage and investment management businesses support clients with financing and portfolio services. The firm earns underwriting and advisory fees, trading commissions, and investment management fees across these activities. Founded in 1945, Cantor Fitzgerald is headquartered in New York City.

Company size: 1,001-5,000
Company stage: Not listed
Total funding: Not listed
Headquarters: New York City, New York
Founded: 1945

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