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Title: Client Onboarding Analyst
Duration: 12 months
Location: Tampa, FL (Hybrid)
Business Implementation and Onboarding Analyst. Analyst will work to support the due diligence, account opening, and entitlements conducted during client onboarding. The analyst will interact directly with Transaction Managers and with high-value internal and external clients to fulfill critical business requirements. Analyst responsibilities include: reviewing potential new client profiles to determine the appropriate level of due diligence information required. Working with the Transaction Managers to complete account set-up, entitlements and work with related areas such as billing and operations to ensure complete client profile is completed and maintained. Review received information for accuracy and submit the information to support teams for processing. Use internal client;s systems to process client information including required regulatory disclosures and help process annual reviews. Communicate directly with various support teams to ensure the accurate and timely completion of records. Prioritize and track workflow to ensure records are completed within the necessary timeframe and escalate as needed to the senior management team.
General experience in Corporate Banking. Knowledge and experience with client onboarding and account opening processes.
“Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of – Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans.”
Contractor
Business Services
$54k-70k (estimate)
09/08/2024
10/05/2024
mindlance.com
KING OF PRUSSIA, PA
1,000 - 3,000
1999
Private
$50M - $200M
Business Services
Mindlance is a provider of technical staffing, product engineering and direct sourcing solutions for enterprises.
The job skills required for Client Onboarding Analyst include Onboarding, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Onboarding Analyst. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Onboarding Analyst. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Onboarding Analyst positions, which can be used as a reference in future career path planning. As a Client Onboarding Analyst, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Onboarding Analyst. You can explore the career advancement for a Client Onboarding Analyst below and select your interested title to get hiring information.