Client Onboard Intermediate Analyst
Core
Manages account opening and maintenance processing, ensuring high-quality service delivery and compliance with internal processes and regulations for institutional clients.
Role type
Intermediate IC client onboarding analyst
Builds
Account opening functions and maintenance processing
Domain
Financial services / Institutional client onboarding
Required skills
Account opening and maintenance processing, Documentation review, Cash products knowledge, Risk management, Process compliance, Client interaction, Project management, Data analysis, Microsoft Office, English (written and spoken)
Preferred skills
2-5 years experience in documentation review and account maintenance, Exposure to client interaction
Responsibilities
Manage day-to-day account opening and maintenance processing, Ensure compliance with internal processes and regulations, Establish and maintain close working relationships with clients, Monitor customer satisfaction and drive process changes, Assess risk when business decisions are made, Act as SME to senior stakeholders
Seniority
Intermediate, independent contributor