Client Onboard Analyst 2 - Remote

Overview

The Client Onboard Analyst 2 is a developing professional role responsible for customer interaction, documentation issuance, review, and system setups, focusing on timely and accurate delivery of account opening functions while providing superior customer service.

In Short

• Responsible for customer interaction and documentation review.
• Ensures timely and accurate delivery of account opening functions.
• Manages account maintenance processing and service related activities.
• Develops working knowledge of industry practices and standards.
• Delivers high quality service to customers and internal partners.
• Conducts risk assessment when making business decisions.
• Embarks on continuous training for end-to-end product knowledge.
• Monitors customer satisfaction and drives process changes.
• Provides innovative solutions to clients.
• Proficient in handling urgent cases and managing expectations.

Requirements

• 0-2 years of experience in Documentation review and Account Maintenance.
• Demonstrated interpersonal skills and ability to work independently.
• Highly motivated and able to work in a structured, high-volume environment.
• Strong attention to detail and ability to prioritize tasks.
• Proficient in Microsoft Office Applications.
• Proficient knowledge of English (written and spoken).
• Education: Bachelor’s/University degree or equivalent experience.

Benefits

• Equal opportunity employer.
• Consideration for candidates without regard to protected characteristics.
• Reasonable accommodations for individuals with disabilities.