Analyst/Associate - Customer Success & Client Acquisitions
Core
Execute client acquisition strategy and operations, bridging performance marketing and onboarding to generate, convert, and onboard clients while ensuring regulatory compliance.
Role type
Associate Analyst in Client Acquisition & Onboarding
Builds
Client acquisition funnel, lead generation campaigns, and compliant onboarding workflows
Domain
Wealth Management / Financial Services
Required skills
Performance marketing strategy, funnel analytics, event planning, KYC/AML compliance, document analysis, CRM management, stakeholder coordination
Preferred skills
Wealth management domain knowledge, performance marketing tools (GA4, Meta/Google Ads), marketing automation (MoEngage), process streamlining
Technologies
Salesforce, MoEngage, GA4, Meta Ads, Google Ads
Responsibilities
Define and prioritize acquisition channels based on CAC and conversion metrics; plan and measure client events and roadshows; build reporting on the acquisition funnel; conduct customer due diligence and KYC checks; support Relationship Managers with document collection and onboarding expediting; monitor risk and compliance adherence; maintain accurate client records.
Seniority
Mid-level, hands-on IC