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The Client Onboard Intermediate Analyst is a developing professional role responsible for managing complex client onboarding processes, demonstrating strong analytical and communication skills to ensure seamless service delivery and compliance. This role requires independent problem-solving, attention to detail, and the ability to integrate specialized knowledge with industry standards.
Job Responsibility:
Manage end-to-end client onboarding processes, including customer interaction, documentation, system setups, and account opening/maintenance
Ensure timely and accurate delivery of all account opening functions, meeting or exceeding customer expectations and service level agreements
Establish and maintain strong, collaborative relationships with clients and internal cross-functional teams to facilitate efficient communication and issue resolution
Develop and implement new work procedures, analyzing complex and variable issues to optimize departmental impact and service efficiency
Ensure full compliance with internal processes, regulations, policies, and guidelines, actively contributing to risk management practices
Act as a Subject Matter Expert (SME) to senior stakeholders and team members, providing guidance and supporting continuous knowledge development
Proactively assess and mitigate risks in all business decisions, safeguarding the firm's reputation and assets through ethical judgment and compliance
Operate with a limited level of direct supervision, exercising independent judgment and autonomy in managing daily tasks and departmental objectives
Requirements:
2-5 years of experience in documentation review, account maintenance, and related cash products
Bachelor’s/University degree or equivalent practical experience
Exceptional written and verbal communication skills, including proficiency in English, for effective stakeholder and client interaction
Proven ability to work independently and as a proactive team player in a dynamic environment
Highly motivated, detail-oriented, and capable of prioritizing tasks effectively in a high-volume, time-sensitive, and high-risk setting
Proficiency in Microsoft Office Applications and demonstrated exposure to client interaction
A fast learner, eager to acquire comprehensive end-to-end product knowledge across multiple offerings
Demonstrated ability to handle urgent issues and escalations, effectively managing expectations of both clients and internal teams
What we offer:
Private Medical Care Program
Life Insurance Program
Pension Plan contribution (PPE Program)
Employee Assistance Program
Paid Parental Leave Program (maternity and paternity leave)
Sport Card
Holidays Allowance
Sport and team recreation activities
Special offers and discounts for employees
Access to an array of learning and development resources
A discretional annual performance related bonus
A chance to make a difference with various affinity networks and charity initiatives
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