Client Onboarding Analyst

📋 Description

• Manage end-to-end setup and maintenance of accounts across multiple lines and platforms.
• Review account opening requests and docs for completeness, accuracy, and compliance.
• Support regulatory documentation collection, validation, and delivery.
• Partner with onboarding, tax ops, compliance, and front office to enable onboarding and lifecycle management.
• Monitor onboarding queues and items; ensure timely completion within SLAs.

🎯 Requirements

• 1–3 years in client onboarding, account onboarding, or operations at a multinational financial institution.
• Strong analytical skills with attention to detail and accuracy with high data volumes.
• Ability to manage multiple requests and priorities in a deadline-driven environment.
• Strong communication and stakeholder management across teams and functions.
• Experience supporting account maintenance activities including amendments, closures, and updates.

🎁 Benefits

• Medical, Dental, Vision, and 401(k) match.
• Maternity and paternity leave, dependent care support, and commuter benefits.
• Tuition reimbursement and wellness reimbursement programs.
• HSA and FSA options to support healthcare planning.
• Access to Working Advantage employee discount marketplace.