Client Onboard Senior Analyst
Core
Senior Analyst responsible for customer interaction, documentation issuance, review, system setups, and managing account opening and maintenance processing for new clients.
Role type
Senior IC client onboarding analyst
Builds
Account opening functions and maintenance processing
Domain
Financial services / Institutional client onboarding
Deliverable
product features
Required skills
Documentation review, Account maintenance, Project management, Cross-functional relationship management, Risk assessment, Compliance adherence, Process improvement, Client requirement analysis, Service level management
Preferred skills
Cash products knowledge, Microsoft Office proficiency, Urgent case handling, Client expectation management
Technologies
Microsoft Office Applications
Responsibilities
Manage account opening and maintenance processing including in-process and pended activities; Determine new work procedures and analyze complex issues; Ensure compliance with internal processes and regulations; Establish working relationships with clients and teams; Monitor customer satisfaction and drive process changes; Assess risk and safeguard firm reputation; Deliver routine tasks with high quality and accuracy.
Seniority
Senior, developing professional role