Client Onboarding Intermediate Analyst - Remote

Overview

Launch your career in financial services and make a direct impact as a Client Onboarding Analyst, where you'll own the client experience from start to finish. You'll leverage your analytical skills and data analysis expertise to solve complex challenges and collaborate with teams across the organization, contributing directly to the success of our business.

In Short

• Responsible for 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 opening functions.
• Delivers superior customer service and resolves customer issues.
• Manages account opening and maintenance processing.
• Ensures high-quality service through compliance with service level agreements.
• Establishes and maintains close working relationships with clients.
• Provides innovative solutions to clients and monitors customer satisfaction.
• Acts as SME to senior stakeholders and team members.
• Ensures adherence to internal processes and risk management practices.

Requirements

• 2-5 years of experience in Documentation review and Account Maintenance.
• Exceptional written and verbal communication skills.
• Highly motivated and able to work in a structured, high-volume environment.
• Proficient in Microsoft Office Applications.
• Fast learner with strong attention to detail.
• Proficient in handling urgent and escalation cases.
• Demonstrated interpersonal skills and ability to work independently.
• Willingness to learn multiple products in a challenging environment.
• Proficient knowledge of English (written and spoken).
• Ability to prioritize tasks effectively.

Benefits

• Opportunity to grow in financial services.
• Impactful role contributing to business success.
• Collaborative work environment.
• Continuous on-the-job training.
• Supportive team culture.