ITDS

Mid-Level Financial Services Client Onboarding Analyst

Brak informacji o wynagrodzeniu

MidHybryda·WarszawaFull-time

#467477·Dodano 16 dni temu·0

Źródło: ITDS

Aplikuj teraz

Tech Stack / Keywords

Microsoft Office

Podsumowanie oferty

Support a financial services organization by managing client onboarding and account-opening activities. The role focuses on documentation, system setups, customer support, and coordination with internal partner teams.

Wymagania

You're ideal for this role if you have:

3–5 years of experience in documentation review, client onboarding, account opening, or client contact within financial institutions.
Experience working directly with clients or customers.
Strong knowledge of Microsoft Office applications.
Excellent written and verbal communication skills.
A proactive, collaborative approach and the ability to work independently.
The ability to prioritize tasks in a structured, high-volume, time-sensitive, and high-risk environment.
Strong attention to detail, motivation, persistence, and willingness to learn.
Experience handling urgent cases and escalations while maintaining service quality.
Fluent English.

Obowiązki

Your main responsibilities:

Manage day-to-day client onboarding activities, including in-process, pending, and service-related cases.
Review and issue documentation in line with account opening requirements.
Interact with clients and internal partners to clarify requirements and resolve onboarding-related issues.
Perform system setups and ensure timely, accurate delivery of onboarding functions.
Collaborate with Compliance, Business Risk, KYC, Account Opening Quality Control, Tax, and other partner teams.
Handle urgent and escalated cases while managing client and internal team expectations.
Participate in client onboarding projects and manage cross-functional relationships.
Maintain risk and control standards by following applicable processes, policies, regulations, and procedures.

Inne informacje

Candidates must have an existing legal right to work in the European Union.

ITDS

336 aktywnych ofert

Zobacz wszystkie oferty

Aplikuj teraz