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Senior Client Onboarding Analyst

Posted 14 days ago

Grow your career as a Senior Client Onboarding Analyst with an innovative global bank in Tampa, FL. 12-month contract opportunity with a strong chance to extend. Will be required to be onsite 2-3 days per week. 

Responsibilities include:
  • 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, as well as delivering excellent customer service and resolution of customer issues.
  • Performs day to day management of the account opening and maintenance processing, including daily management of in-process, pended, and service related activities, ensuring account opening requirements are clearly defined to support all scenarios of account opening and maintenance requirements, to include delivery of very high quality service to customers and internal partners.
  • Responsible for various types of project management in the account services space and managing cross-functional relationships with all teams.
  • Determines new work procedures, analyzes complex and variable issues with significant departmental impact.
  • Encourages cross functional training for staffs to enrich their skill base.
  • Optimizes manpower to achieve higher productivity levels.
  • Understands client requirements and implements them correctly. Understands new customer requirements and ensures adequate support to new customer requirements and initiatives.
  • Monitors customer satisfaction and service level and drives process changes. Provides innovative solutions to clients. Ensures a strong and robust processing environment with effective controls.
  • Establishes risk management practice. Maintains a culture of risk and controls in the team through various processes and check points.
  • Identifies means to reduce transaction defects (internal and external). Develops performance matrices to track defects, productivity.

Qualifications:
  • 5+ years of experience in documentation review, account maintenance and related cash products preferred.
  • Open to working staggered hour /shift / over weekend and on public holidays. 
  • Good interpersonal communication skills. Able to communicate with internal and external business partners.
  • Demonstrated Project management skill including financial cost management skill.
  • Advanced execution skills in a multi-tasking mode. 
  • Exposure to Customer Service and handling of system, testing and rollouts.
  • Ability to interact confidently with senior management and / or regulators. 
  • Able to partner with businesses and other support functions at senior levels in setting strategy and priorities. Able to strive under pressure and covert opportunity from risk. 
  • Excellent verbal and written communication skills.
 
About our client
 
Our client stands as one of the world's most renowned global banks and trusted brand with over 200 years of continuously evolving financial services. Its teams provide unique insights to more than 200 million clients and enable progress all over the world. While growing your career, you will work alongside some of the smartest minds in the industry who are excited to share their knowledge and to learn from you.

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Candidates will be responsible for following the client's COVID-19 protocols. Please refer to your MATRIX representative for specifics.

About Us

At MATRIX, we expertly match talented professionals with job opportunities to elevate careers. Since 1983, we have placed thousands of professionals at innovative clients across every industry ranging from small startups to Fortune 50 companies. It’s why we’re consistently in the top 25 of all U.S. IT staffing firms and why our consultants rate us well above the industry average, earning us ClearlyRated's Best of Staffing awards year after year. People come to us for a job, and stay with us because of our top-notch consultant care.

MATRIX is and Equal Employment Opportunity employer including disability and veteran and provides reasonable accommodations for all qualified individuals.  Supporting medical or religious documentation will be required where applicable. If you are a qualified individual you may request a reasonable accommodation under the American Disability Act (ADA). If you are a person with a disability needing assistance applying, or at any point in the hiring process, please email us at MATRIX_HR@MatrixRes.com. To ensure a quick response to your request, please use the words “Accommodation request” as the subject line of your email.

For hourly W2 contract roles MATRIX offers a highly competitive benefit package including Medical, Dental, Vision, Life, Disability, HSA, and 401(k) with pre and post-tax options.  Please see MatrixRes.com/Benefits for more information.

For direct hire placement with our clients, benefits would be offered in accordance with that particular client’s offerings. This may include PTO, Medical, Dental, Vision, 401K and other pre and post-tax options.