CareerPlan

Analyst, Client Service US

New York, NY, USFull-time2026-10-18 → 2026-11-09

Core

Facilitate and coordinate the client onboarding process for corporate clients across Corporate Coverage, Global Markets, and Global Transaction Banking in the US.

Role type

Client Service Analyst (Operational Coordination)

Builds

End-to-end operational request ownership for client onboarding and lifecycle enablement

Domain

Banking / Corporate & Investment Banking / Client Onboarding

Deliverable

client delivery

Required skills

Client onboarding coordination, KYC/AML compliance basics, Regulatory requirements knowledge, Workflow management, Stakeholder communication, Data accuracy verification, Process adherence, Multi-tasking, Status tracking, KPI reporting

Preferred skills

Corporate banking experience, Spanish language, Product enablement experience, System registration management

Technologies

Workflow management tools, Reporting dashboards, Microsoft Office, Google Workspace