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Client Onboarding Analyst

  • Location: TAMPA, Florida, 33610
  • Job Type:Contract

Posted 22 days ago

Terrific 9+ month contract opportunity in Tampa, FL for a Client Onboarding Analyst. Will be responsible for a wide range of duties from account opening to account maintenance to internal partner support with extensive client interface.

Responsibilities include:
•    Responsible for ensuring a smooth process in handling all aspects of onboarding new clients.
•    Coordinate with clients and internal teams in to ensure that time to market is minimized and that transparency can be provided around processes.
•    Responsible for identifying opportunities to centralize and optimize processes to improve client satisfaction and the overall group performance.
•    Support and monitor the timely and accurate execution of client and internal requests to the group.
•    Provides additional support through the population of account opening, market opening and tax documentation, ensuring all documents are collected, verified and stored, and provide status back to the client.
•    Perform client documentation searches across internal and external sites and compile client profiles.
•    Interacts with client regarding the latest status and current onboarding actions.
•    Partner with internal teams to ensure regulatory reviews on all clients are performed.
•    Ensure all client review materials are in place and completed.
•    Provide guidance in the role of subject matter expert in the areas of account opening, tax and local market documentation to both company staff and external clients.
•    Participate in initiatives to improve the client and account management process.
•    Maintain data on end-to-end processes for tracking turnaround times of deliverables from team and other processing areas.

•    Bachelors/University degree.
•    2+ years of experience in a client facing, middle office or operations role.
•    Excellent Customer Service skills.
•    Strongly prefer financial services experience.
•    Understanding of capital market products.
•    Excellent written and verbal communication skills.
•    Self-motivated and detail oriented.
•    Prefer bilingual fluency (spoken and written) in a foreign language.  

If this sounds like the perfect fit, Apply Today!