Client Onboarding Senior Analyst - Remote

Overview

The Client Onboarding Sr Analyst is a seasoned professional responsible for managing customer interactions and ensuring high-quality account opening and maintenance processes. This role requires strong analytical and communication skills to effectively handle complex issues and improve workflows.

In Short

• Manage customer interactions and documentation issuance.
• Ensure timely and accurate account opening functions.
• Lead project management initiatives in account services.
• Develop and implement new work procedures.
• Monitor customer satisfaction and service levels.
• Provide innovative solutions to clients.
• Establish risk management practices.
• Coach and develop team members.
• Communicate effectively with internal and external partners.
• Contribute to the overall objectives of the business.

Requirements

• 5-8 years of experience in documentation review and account maintenance.
• Strong interpersonal and communication skills.
• Proven project management and financial cost management skills.
• Ability to work under pressure and handle multiple tasks.
• Proficient in English, both written and spoken.
• Bachelor's degree or equivalent experience.
• Ability to coach and develop talent.
• Open to working flexible hours, including weekends and holidays.
• Experience in customer service and system testing.
• Ability to interact with senior management confidently.

Benefits

• Equal opportunity employer.
• Comprehensive training and development programs.
• Supportive work environment.
• Opportunities for career advancement.
• Access to various employee resources and support.