# Associate, Customer Onboarding

**Company**: London Stock Exchange Group (LSEG)
**Experience**: entry
**Job type**: full-time
**Category**: Customer Service
**Industry**: Finance

**Apply**: https://lseg.wd3.myworkdayjobs.com/en-US/Careers/job/PHL-Taguig-City-CitiPlaza/Associate--PTS-Customer-Onboarding_R0121698-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_45272c87-5e0

## Description

We are looking for a driven and detail-oriented Associate, Customer Onboarding to join our Post Trade Solutions (PTS) Customer Onboarding team.

As an Associate, you will support the onboarding of new customers onto LSEG's post-trade platforms and services, ensuring that each client receives a smooth, accurate, and positive onboarding experience.

**Key Responsibilities**

- Assist in managing the customer onboarding process, ensuring all required documentation, account setup, and system configurations are completed accurately and on time.

- Serve as a point of contact for customers during the onboarding phase, responding to inquiries professionally and in a timely manner.

- Coordinate with internal teams such as Technical Support, Sales, and Operations to facilitate a seamless onboarding experience for new clients.

- Accurately record and maintain customer information, onboarding status updates, and case notes in relevant systems (e.g., Salesforce, ServiceNow).

- Monitor onboarding tasks and follow up proactively to ensure all steps are completed within established timelines and service level agreements (SLAs).

- Escalate complex or unresolved customer issues to senior team members in a timely and organized manner, providing thorough documentation of the issue and steps taken.

- Participate actively in team meetings, training sessions, and knowledge-sharing activities to continuously develop product knowledge and onboarding expertise.

- Support continuous improvement efforts by flagging recurring issues and suggesting process enhancements.

- Deliver consistent and high-quality service that aligns with LSEG's customer experience standards and team KPIs.

- Work during US business hours as required to support our North American customer base.

**Required Qualifications & Skills**

- Excellent verbal and written communication skills in English, with the ability to interact clearly, professionally, and confidently with customers and internal teams.

- Strong ability to review and process information with a high degree of accuracy, ensuring data integrity and quality in all customer-related tasks.

- Open to training, coaching, and feedback; demonstrates a growth mindset and eagerness to develop new skills and knowledge.

- Proactive and goal-oriented; capable of managing assigned tasks independently and taking initiative to resolve issues or seek guidance when needed.

- Works well within a team environment, supports colleagues, and contributes positively to team goals and culture.

- Comfortable working in a fast-paced, dynamic environment and adjusting to evolving processes and customer needs.

**Experience Requirements**

- Fresh graduates are welcome and encouraged to apply.

- No prior work experience required.

- Experience in Customer Support, Service Desk, or any client-facing role is a significant advantage.

- Familiarity with CRM or ticketing tools (e.g., Salesforce, ServiceNow) is a plus but not required; training will be provided.

- Basic understanding of financial markets, post-trade processes, or financial services operations is an advantage.

**Education Requirements**

- Bachelor's degree in any of the following fields is required: Finance, Management / Business Administration, IT or any related discipline.

**Training & Development**

- New Associates will undergo a structured onboarding and training program covering LSEG's post-trade products and platforms, Customer onboarding workflows and tools, Systems and tools training (CRM, ticketing, internal platforms), Communication and customer service best practices.

- Ongoing coaching and mentoring will be provided by Senior Associates and Team Leads to support your professional growth.

## Skills

### Required
- Communication
- Attention to Detail
- Willingness to Learn
- Self-Motivation
- Team Collaboration
- Adaptability

### Nice to have
- Customer Support
- Service Desk
- CRM or ticketing tools
- Financial markets
- Post-trade processes

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Source: [Apply at lseg.wd3.myworkdayjobs.com](https://lseg.wd3.myworkdayjobs.com/en-US/Careers/job/PHL-Taguig-City-CitiPlaza/Associate--PTS-Customer-Onboarding_R0121698-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)