Montreal [Hybrid] - Relationship Onboarding Analyst
Offre en anglaisCoordinate the onboarding of clients onto eTrading platforms and manage platform setup, mapping, and configuration. Act as a control point for approvals from Trading, Regulatory, and KYC teams while supporting global operations via a follow-the-sun model.
- Hybride
- Montréal, QC
- Publié 4 août 2026
- Postuler avant le 3 sept. 2026
- 1 poste
Résumé du poste
About the Company: As the founding entity of RAINBOW PARTNERS, Quanteam is a consulting firm specializing in Banking, Finance, and Financial Services. Guided by our core values of closeness, teamwork, diversity, and excellence, our team of 1,000 expert consultants, representing 35 different nationalities, collaborates across 10 international offices: Paris, Lyon, New York, Montreal, London, Brussels, Geneva, Lisbon, Porto and Casablanca. We are looking for an Application Support Analyst specialized with Treasury one of our clients, an investment bank set in Montreal Key responsabilities : RESPONSIBILITIES Coordinate the onboarding of clients on eTrading platforms including Fxall, Bloomberg, Tradeweb, 360T, MarketAxess, EBSDirect and others. Manage platform setup activities including mapping, reconciliation and configuration updates. Support electronic trading products across Fixed Income (IRS, Cash Bonds, Credit) and FX (Spot, Forward, Swap, NDF, Options, Algos). Act as a control point for new client onboardings by ensuring all required approvals are obtained from Trading, Regulatory, KYC and Limits teams. Verify client eligibility for access to the Bank's electronic pricing offering. Maintain existing client trading setups and perform updates as required. Serve as the primary point of contact for e-trading inquiries from internal stakeholders and external clients. Support global operations through management of shared mailboxes and hotline coverage following a "follow-the-sun" model. Partner with Front Office teams to improve process security, operational efficiency and client satisfaction. Liaise with external vendors regarding platform-related issues and inquiries. Implement new processes and contribute to the rollout of new systems. Provide demonstrations and training sessions to internal departments. Participate in initiatives supporting the development and expansion of the electronic trading offering. Profile REQUIREMENTS Mandatory 1 to 2 years of experience in the financial industry. Bachelor's degree or equivalent financial industry experience. Strong collaborative mindset and ability to build positive relationships with diverse stakeholders. Knowledge-sharing mentality and willingness to support team success. Professional and respectful communication skills. Ability to remain calm and effective under pressure. Strong learning agility and willingness to take on new challenges outside of one's comfort zone. Continuous improvement mindset with the ability to identify opportunities to enhance performance and productivity. English language proficiency. Nice to Have Client-facing experience and strong public relations skills. Data manipulation and metrics reporting experience. Broad knowledge of financial markets and products, including Equities, Fixed Income, OTC products, Futures and Options. Understanding of regulatory frameworks such as Dodd-Frank, FATCA and FinCEN. Knowledge of legal documentation related to account opening. Familiarity with KYC processes. Familiarity with compliance regulations.
Ce que vous ferez
Coordinate the onboarding of clients onto eTrading platforms and manage platform setup, mapping, and configuration. Act as a control point for approvals from Trading, Regulatory, and KYC teams while supporting global operations via a follow-the-sun model.
Exigences
Requires 1 to 2 years of experience in the financial industry and a bachelor's degree or equivalent. Candidates must possess strong collaborative skills, English proficiency, and a continuous improvement mindset.
Autres compétences pertinentes
Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.
- Client Onboarding
- Electronic Trading Platforms
- Fixed Income
- Foreign Exchange (FX)
- KYC
- Regulatory Compliance
- Stakeholder Management
- Process Improvement
- Data Manipulation
- Metrics Reporting
- Financial Markets Knowledge
- Client Relationship Management
Domaines d’emploi
- Finance & Accounting
- Consulting
- Customer Service & Support
- Data & Analytics
Renseignements supplémentaires
- Formation minimale
- Baccalauréat
- Expérience minimale
- 0+ ans
- Postuler avant le
- 3 sept. 2026
- Langue de l’offre
- anglais
- Heures de travail
- 40 heures par semaine
- Niveau d’expérience
- Mid-Senior level
- Mode de candidature
- La candidature directe est offerte