Index Client Onboarding Analyst

1 day ago

Taguig, National Capital Region, Philippines Nasdaq Full time ₱400,000 - ₱800,000 per year
Why Nasdaq

When you work at Nasdaq, you're working for more open and transparent markets so that more people can access opportunities. Connections can be made, jobs can be created, and communities can thrive. We want all our employees to have access to opportunity, too. That means planning for career growth, ensuring you have the tools you need, and promoting an inclusive culture where we're all valued for our unique perspective.

Here, you will work for a global tech leader committed to breaking down barriers to inclusive prosperity. We see technology as a means to free people up to work together more productively and effectively by centralizing data, analytics, and market intelligence.

Here, we're committed to building a more diverse and inclusive workforce. Not only is it our responsibility to do better, but we also need representative voices to power the fresh thinking that is vital for our business and our clients.

What We Offer

This is a permanent full-time role based in Bonifacio Global City, Taguig following a hybrid work model setup (at least 2 in office days per week).

You can expect an autonomous but fast-paced work environment where you are recognized for your results and ability to drive things forward. Every day brings many opportunities to learn & grow and rewards with a global impact we create.

In return, you will receive HMO coverage for you and your dependents, employee stock purchase plan, equity grant, retirement plan, annual bonus, free counseling sessions, subscription to e-learning platforms, fitness, wellness and more.

What You Will Do

The Index organization is hiring two highly organized and customer-focused Index Client Onboarding Analysts-one supporting U.S. business hours and one supporting European hours. This person serves as the Project Lead for each Index client onboarding and offboarding request and facilitates the complete end-to-end process for Nasdaq Index data access. It involves working across multiple teams to ensure all steps are completed accurately and efficiently, delivering an exceptional client experience to both internal and external customers.

This role also provides operational support to vendor distribution, contract coordination, and data clean-up efforts. The right person for this role is a self-starter with strong problem-solving, communication, and stakeholder management skills who thrive in a fast-paced, collaborative environment.

Project & Stakeholder Coordination
  • Lead client onboarding and offboarding engagements by developing project plans, timelines, and work in partnership with key business customers (Sales, Product, Legal, Business Services, Data Operations, etc.) and external clients.
  • Qualify inbound leads and triage data access requests to the appropriate Sales representatives.
  • Coordinate across Index teams (Index Licensing Sales, Index Client Services, Sales) and support teams (Data, Billing Management, Subscriber Services) to ensure alignment and timely execution.
  • Serve as a main point of contact for clients, handling expectations and ensuring a smooth onboarding experience.
Client Engagement & Support
  • Build strong relationships with external clients, understand their needs and use cases.
  • Provide guidance and resources throughout the onboarding lifecycle, including training and technical support.
  • Send welcome emails and assist new clients in learning and using Nasdaq platforms.
  • Offer post onboarding and offboarding assistance to ensure continued satisfaction and proper service closure.
  • Handle commercial-related inquiries from clients, partners, and vendors.
Process Management & Documentation
  • Maintain accurate documentation and prioritization of client requirements, access points, and onboarding/offboarding workflows.
  • Track and handle IP whitelisting for client access.
  • Partner with the BPI (Business Process Improvement) team to identify and mitigate risks or bottlenecks in the onboarding process.
  • Consistently refine operational processes to optimize efficiency and facilitate scalable growth.
Technical Coordination
  • Facilitate client access to Nasdaq Index data services, including Secure File Transfer Protocol (SFTP) logon credential creation and vendor enablement.
  • Solve basic technical issues and coordinate with relevant internal teams to ensure timely resolution.
  • Raise Index Website access requests to Subscriber Services team as needed.
  • Ensure secure client access to index data in alignment with contract agreements, including verifying delivery methods, usage rights, and compliance requirements.
Vendor & Contract Support
  • Assist in managing vendor distribution platforms and resolving advanced issues.
  • Manage licensing agreements for Index Data access.
  • Provide backup support for contract coordination, ensuring smooth execution of agreements.
What We Expect
  • Bachelor's degree, preferably in business, finance, or marketing-or equivalent relevant experience.
  • At least 1-2 years of experience, ideally in a client facing/customer experience support or a similar role - preferably within the financial services industry.
  • Proficiency in Microsoft Office Suite.
  • Ability to collaborate with teams and stakeholders to drive successful execution of tasks.
  • Triage problems and resolve client onboarding issues.
  • Drive process optimization / efficiencies and implement enhancements.
  • Excellent organizational skills to handle multiple tasks.
  • Exceptional communication and interpersonal skills to work effectively with clients and colleagues.
  • Ability to analyze data and provide insightful reporting and metrics.
  • Capable of working both independently and part of a team.
  • Basic understanding of client onboarding processes and procedures within the financial services industry, or a strong interest in learning these procedures.
  • Must be amenable to work mid-shift and/or night shift throughout the work week and at least two times per week in the Nasdaq office at Bonifacio Global City, Taguig.
Does It Sound Like You?

Please follow through by clicking the "Apply" link and submitting your application. If your skills and experience are a match, we will be in touch soon. In the meantime, please visit our website and social media channels to learn more about our innovative business, inclusive culture and discover why Nasdaq Manila is Great Place To Work certified

Come as You Are

Nasdaq is an equal opportunity employer. We positively encourage applications from suitably qualified and eligible candidates regardless of age, color, disability, national origin, ancestry, race, religion, gender, sexual orientation, gender identity and/or expression, veteran status, genetic information, or any other status protected by applicable law.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request an accommodation.

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