Client Onboarding Analyst

The Client Onboarding Analyst is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and / or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results, defines business issues and formulates recommendations on policies, procedures or practices. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Limited but direct impact on the business through the quality of the tasks / services provided.

Responsibilities :

• Responsible for internal customer interaction, documentation issuance, review and system setups.
• Demonstrates high level of diligence, motivation and organizational skills.
• Focuses on timely and accurate delivery of all account maintenance functions, including delivery of very high-quality service to customers and internal partners, as well as resolution of customer issues.
• Participates in various types of projects in the account services space and managing cross-functional relationships with all teams.
• Determines new work procedures, analyzes complex and variable issues with significant departmental impact.
• Ensures awareness and full compliance of internal processes, regulations, policies, guidelines, procedures, and practices.
• Establishes and maintains close working relationship with internal clients and within team to facilitate an open and direct communication of issues, needs, queries, etc., in such that these may be responded to in an efficient, prompt and professional manner.
• Embarks on continuous on the job training for end-to-end product knowledge.
• Understands client requirements and implements them correctly.
• Daily deliverable of routine and defined tasks, while developing knowledge of the broader context in which work is being performed.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications :

Education :

Job Family Group : Customer Service

Job Family :

Institutional Client Onboarding

Time Type : Full time

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and / or contact the recruiter.