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Senior Client Onboarding Analyst

  • Location: Tampa, 33610
  • Salary: $30 - $32 / hour
  • Job Type:Contract

Posted 26 days ago

Grow your career as a  Senior Client Onboarding Analyst with an innovative global bank working in Tampa, FL. 3+ months contract opportunity (with a strong chance for extension). Will be required to work onsite 2-3 days per week.

  • Responsible for customer interaction, documentation issuance, review and system setups.
  • Demonstrate high level of diligence, motivation and organizational skills.
  • Focus on timely and accurate delivery of all account opening functions, as well as delivering excellent customer service and resolution of customer issues.
  • Perform 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.
  • Determine new work procedures, analyze complex and variable issues with significant departmental impact.
  • Encourage cross functional training for staffs to enrich their skill base.
  • Optimize manpower to achieve higher productivity levels.
  • Understand client requirements and implements them correctly. Understand new customer requirements and ensures adequate support to new customer requirements and initiatives.
  • Monitor customer satisfaction and service level and drive process changes. Provide innovative solutions to clients. Ensure a strong and robust processing environment with effective controls.
  • Establish risk management practice. Maintain a culture of risk and controls in the team through various processes and check points.
  • Identify means to reduce transaction defects (internal and external). Develop performance matrices to track defects, productivity.

  • 4+ years of experience interacting with clients and senior partners.
  • 3+ years of experience in financial services.
  • 2+ years of experience driving end-to-end projects.
  • 5 to 8 years of experience in documentation review, account maintenance and related cash products.
  • Exposure to customer service and handling of system, testing and rollouts.
  • Demonstrated project management skill including financial cost management skill.
  • Consistently demonstrates clear and concise written and verbal communication skills.
  • Ability to achieve business objectives without compromising on controls and risk parameters established.
  • Ability to coach and develop people, identifying and retaining talent.
  • Able to partner with businesses and other support functions at senior levels in setting strategy and priorities.
  • 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.
  • Prefer global custody experience.
  • Prefer experience with market documentation.

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.

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 a top 15 U.S. IT staffing firm and why our consultants rate us well above the industry average. People come to us for a job, and stay with us because of our top-notch consultant care.

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 for more information. For direct hire placement with our clients, benefits will 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.

MATRIX is an Equal Opportunity Employer, including disability/vets. All applicants must be currently authorized to work on a full-time basis in the country for which they are applying, and no sponsorship is currently available. Employment is subject to the successful completion of a pre-employment screening. Accommodation will be provided in all parts of the hiring process as required under Motion Recruitment Employment Accommodation policy. Applicants need to make their needs known in advance.