Index Client Onboarding Analyst at Nasdaq

Taguig City, National Capital Region, Philippines

Apply Now

Not SpecifiedCompensation

Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Capital Markets, FinTechIndustries

Requirements

Highly organized and customer-focused
Strong problem-solving, communication, and stakeholder management skills
Self-starter who thrives in a fast-paced, collaborative environment
Ability to work U.S. business hours or European hours (depending on position)
Comfortable in a hybrid work model (at least 2 in-office days per week in Bonifacio Global City, Taguig)

Responsibilities

Lead client onboarding and offboarding engagements by developing project plans, timelines, and working with key business customers (Sales, Product, Legal, Business Services, Data Operations) and external clients
Qualify inbound leads and triage data access requests to appropriate Sales representatives
Coordinate across Index teams (Index Licensing Sales, Index Client Services, Sales) and support teams (Data, Billing Management, Subscriber Services) for alignment and timely execution
Serve as main point of contact for clients, handling expectations and ensuring smooth onboarding experience
Build strong relationships with external clients, understand their needs and use cases
Provide guidance, resources, training, and technical support throughout onboarding lifecycle
Send welcome emails and assist new clients in learning and using Nasdaq platforms
Offer post-onboarding and offboarding assistance for satisfaction and service closure
Handle commercial-related inquiries from clients, partners, and vendors
Maintain accurate documentation and prioritization of client requirements, access points, and workflows
Track and handle IP whitelisting for client access
Partner with BPI team to identify and mitigate risks or bottlenecks in onboarding process
Consistently refine operational processes to optimize
Provide operational support to vendor distribution, contract coordination, and data clean-up efforts

Skills

Project Management

Client Onboarding

Client Offboarding

Stakeholder Coordination

Cross-functional Collaboration

End-to-End Process Management

Customer Focus

Organizational Skills

Nasdaq

Operates electronic stock exchange and financial services

About Nasdaq

Nasdaq operates one of the largest electronic stock exchanges in the world, providing a platform for buying and selling securities. It caters to a wide range of clients, including individual and institutional investors, as well as corporations. Nasdaq offers various financial products and services, such as the Nasdaq Smart Portfolio, which uses advanced analytics to help investors optimize their stock portfolios. Additionally, Nasdaq supports non-financial marketplaces and is recognized for its efforts in sustainable investment practices. The company earns revenue through transaction and listing fees, along with subscription services for its products. Nasdaq aims for global expansion and innovation, with nearly 40 offices around the world.

New York City, New YorkHeadquarters

1971Year Founded

$9,370.5MTotal Funding

IPOCompany Stage

Data & Analytics, Fintech, Financial ServicesIndustries

5,001-10,000Employees

Risks

Adenza acquisition's high price may affect shareholder confidence and stock performance.

Integration of Metrio's ESG software may face challenges, delaying expected benefits.

Nasdaq's secondary stock offering could lead to stock dilution, affecting shareholder value.

Differentiation

Nasdaq operates one of the world's largest electronic stock exchanges.

Nasdaq offers advanced analytics through its Smart Portfolio for investment optimization.

Nasdaq is a pioneer in sustainable investment practices with a focus on ESG solutions.

Upsides

Nasdaq's acquisition of Adenza expands its financial technology capabilities.

Nasdaq's secondary stock offering could provide capital for strategic investments.

Nasdaq Private Market's Series B financing indicates strong investor confidence.

Land your dream remote job 3x faster with AI

Try Jobo Free