Associate; ICD Portal New Accounts

The Client Onboarding Associate (CBA) is a key member of the New Accounts Team and will report to the Global Head of Account Management and Sales with a dotted line to the Senior Director of ICD’s London office. The candidate will have daily contact with onboarding clients and must implement exceptional client service at all times. The CBA will demonstrate Tradeweb's competitive advantage in providing efficient, seamless execution of customer documentation and successful setups on the ICD portal.

Responsibilities

• Serve as a key point of contact to guide prospects and clients throughout the onboarding process, including new account opening, transition and integration into the ICD Portal.
• Drive the new account process with prospects and clients to ensure a focused, efficient and excellent onboarding experience.
• Demonstrate outstanding client service attitude, support and skills to ensure an exceptional first impression of Tradeweb.
• Pre-fill and review new account paperwork with all details, initiate and submit new account and account transfer requests with no errors, and complete post account setup requirements to ensure timely and accurate results.
• Prioritize workload of multiple requests and accounts, closely monitor progress and follow up in a proactive and professional manner.
• Maintain consistent communication with all sales reps about their clients’ and prospects’ accounts.
• Build strong relationships with internal team members to ensure alignment on clients and manage company expectations and turnaround times.
• Research and respond to servicing and operational inquiries from multiple fund companies as well as prospects, clients and sales reps to ensure timely, accurate and detailed responses are provided.
• Coordinate, secure needed approvals and resolve issues to complete all paperwork signatures and documents with fund companies.
• Foster productive working relationship with fund company partners to ensure efficient and excellent deliverables.
• Use technology tools such as ICD Portal and PowerBI to gather data.
• Maintain account information records, updating Salesforce and SharePoint.
• Collaborate and support the Global ICD Portal Trade Desk team as needed to ensure all aspects of onboarding are being implemented well.
• Maintain a continuous improvement mindset to assist in building stronger relationships with internal and external clients and partners.
• Assist with special projects as required.

Required Qualifications

• Undergraduate degree in Business, Finance or related field, or equivalent experience.
• Customer service

Preferred Qualifications

• Client/Customer Service background
• Financial services industry background

Company Description

Tradeweb is a global leader in electronic trading for rates, credit, equities, and money markets. As financial markets become increasingly interconnected, our technology enables efficient, multi-asset trading on a global scale. We serve more than 3,000 clients in more than 85 countries, including many of the world’s largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped fuel our organic growth. We facilitated average daily trading volume (ADV) of more than $2.2 trillion over the past four fiscal quarters, topping $2.5 trillion in ADV for the first quarter of 2025. Since its IPO in 2019, Tradeweb has completed four acquisitions and doubled its revenue – and 2024 was its 25th consecutive year of record revenues. Tradeweb is a great place to work, recognized in 2024 by Forbes as one of America’s Best Companies (2024) and by U.S. News & World Report as one of the Best Financial Services Companies to Work For.

EEO Statement

Tradeweb Markets LLC ("Tradeweb") is proud to be an EEO Minorities/Females/Protected Veterans/Disabled/Affirmative Action Employer.

Mission

Move first and never stop. Collaborate with clients to create and build solutions that drive efficiency, connectivity, and transparency in electronic trading.