Onboarding Analyst - Remote

Overview

The Fintech/Revenue Delivery Analyst is responsible for managing the onboarding process for new and existing clients in the fintech banking sector, ensuring seamless integration with the company’s banking solutions.

In Short

• Lead the onboarding process for clients.
• Conduct due diligence checks like KYC and AML.
• Guide clients through account setup and API integration.
• Serve as the primary contact for clients during onboarding.
• Communicate updates and resolve client issues.
• Conduct onboarding training sessions.
• Manage multiple clients and deliver solutions on time.
• Strong work ethic and ability to work independently.
• Experience in a regulatory environment.
• 3-5 years in Financial Services in a client-facing role.

Requirements

• Strong communication skills, both written and oral.
• BA/BS Degree or equivalent experience.
• Detail-oriented and highly organized.
• Understanding of payment systems.
• Basic technology knowledge.
• Experience in creating presentations for senior personnel.
• Experience leading projects using project management methodologies.
• PMP preferred.

Benefits

• Collaborative company culture.
• Opportunity to work in a fast-growing fintech environment.
• Access to innovative financial services.
• Recognition as a top workplace in fintech.
• Supportive team environment.