Associate, PTS Customer Onboarding

About the role

LSEG's Post Trade Solutions (PTS) team is hiring an Associate, Customer Onboarding in Taguig City. The role suits fresh or early-career professionals who want to build a career in financial services and client operations. You will support the onboarding of new customers onto LSEG's post-trade platforms and services, with comprehensive training and ongoing guidance.

Key responsibilities

• Assist in managing the onboarding process, ensuring documentation, account setup and system configuration are completed accurately and on time.
• Serve as a point of contact for customers during onboarding, answering inquiries professionally and promptly.
• Coordinate with Technical Support, Sales and Operations teams for a seamless onboarding experience.
• Record and maintain customer information, onboarding status and case notes in systems such as Salesforce and ServiceNow.
• Monitor onboarding tasks and follow up so steps are completed within timelines and SLAs.
• Escalate complex issues to senior team members with clear documentation of what has been done.
• Take part in team meetings, training and knowledge sharing, and suggest process improvements.
• Deliver service aligned with LSEG's customer experience standards and team KPIs, working US business hours.

Required profile

• Fresh graduates are welcome; no prior work experience required.
• Bachelor's degree in Finance, Management / Business Administration, IT or a related discipline.
• Excellent verbal and written English communication, attention to detail and willingness to learn.
• Self-motivated, adaptable and able to work consistently on a US shift schedule.
• Customer support, service desk or client-facing experience is an advantage; basic knowledge of financial markets or post-trade processes is also an advantage.

Required skills

• CRM or ticketing tools (e.g. Salesforce, ServiceNow) are a plus, though training is provided.

What we offer

• A structured onboarding and training program covering post-trade products, onboarding workflows, CRM and ticketing tools, and customer service best practices.
• Ongoing coaching and mentoring from Senior Associates and Team Leads.