Operations Onboarding Associate Vacancy In Forge Global

Hiring Organization / Company: Forge Global
Basic Salary: To Be Discussed
Employement Type: Full-Time

Job Details:

At Forge, we know our team is our greatest asset. As innovators in the private market, our vision is to deliver a richer future for everyone. We live that vision through our values of being bold, humble and accountable. We experience the value that our vision brings to the world every day, helping the teams behind the greatest innovations of our generation, from space travel to planet-saving, plant-based nutrition and more.

Forge Global is building the operating system for the private market innovation economy. We have raised over $100 million in venture capital to date, and facilitated more than $9 billion in private market transactions across over 370 of the world’s most famous unicorn companies. Forge Trust is a critical component of our vision to enable an unprecedented number of founders, early employees and other bold entrepreneurs realize their dreams of company ownership. Whether through unlocking their ability to exercise stock options, enabling them to leverage their hard-earned equity, or diversifying their portfolio to secure a strong financial future for themselves and their families, Forge is building innovative liquidity solutions for everyone involved in private companies today.

Needless to say, our ability to offer these powerful financial solutions has generated incredible interest from investors, demand from customers, and a need to grow our team to meet the needs of more companies, teams and innovators in this way.

About you:
You are passionate about the innovation economy, interested in a broad range of new technologies, and well-versed in the startup ecosystem. Your values are strongly aligned with Forge: humble, accountable and bold.

You thrive in team settings, and are motivated by creating a superior client experience through strong communication, improving operational efficiencies, and making data-driven decisions at every turn.

The Role:
Our company is searching for an Onboarding Associate who will actively monitor our Know Your Client (KYC) Due Diligence process to ensure smooth efficient collections of KYC documents. The successful candidate will work closely with Sales, Compliance and Management to mitigate risk, help increase profitability, and develop a specialized service for clients.


    • Handle KYC due diligence process for the broker/dealer
    • Partner with Compliance to resolve complex KYC due diligence
    • Work with external stakeholders to ensure KYC documents are collected as required and providing excellent client service to our global client base and global business partners
    • Investigating, resolving, and approving KYC due diligence inquiries
    • Liaising with global internal partners to ensure all necessary steps in our processes are complete and that risk is sufficiently mitigated
    • Adding value through identification and implementation of improvements to the system and control environment
    • Communicating updates and escalation to senior management and global business partners
    • Supporting your colleagues, ensuring your department maintains optimum performance and delivery of objectives


    • 3-4 years of professional experience in operations, consulting, finance, accounting, fund management and/or law
    • Series 9/10 or 24 required
    • A background and/or understanding of Financial Markets
    • Organizational skills, including the ability to prioritize and work accurately flexibility, and efficiently under pressure
    • Attention to detail
    • Communication skills to deal with internal and external clients
    • A logical approach to problem solving and an eye for process improvement
    • Experience of using Excel and Outlook in a day-to-day capacity
    • Ability to thrive in a team-based environment and work toward common goals
Forge is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Job Location Information:
City: New York
State: Ny
Country: Us
Location: New York, Ny

Date Posted: 2021-04-08
Job Listing No# : 76007

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