Job Details

ID #41150338
State New York
City Getzville
Job type Contract
Salary USD TBD TBD
Source Software Guidance & Assistance
Showed 2022-05-19
Date 2022-05-18
Deadline 2022-07-17
Category Software/QA/DBA/etc
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Client Onboarding Analyst

New York, Getzville, 14068 Getzville USA

Vacancy expired!

Software Guidance & Assistance, Inc., (SGA), is searching for a Client Onboarding Analyst for a contract assignment with one of our premier Financial clients in Getzville, NY . Responsibilities :

  • Responsible for a wide range of duties from account opening to account maintenance, to internal partner support with extensive client interface.
  • Responsible for ensuring a smooth process in handling all of the aspects of onboarding a client.
  • Liaise with clients and internal teams in to ensure that time to market is minimized and that transparency can be provided around processes.
  • Identify opportunities to centralize and optimize processes to improve client satisfaction and the overall group performance.
  • Support and monitor the timely and accurate execution of client and internal requests to the group.
  • Provide additional support through the population of account opening, market opening and tax documentation, ensuring all documents are collected, verified and stored, and provide status back to the client.
  • Perform client documentation searches across internal and external sites and compile client profiles.
  • Interact with client regarding the latest status and current on-boarding actions.
  • Partner with internal teams to ensure regulatory reviews on all clients are performed.
  • Ensure all client review materials are in place and completed.
  • Provide guidance in the role of subject matter expert in the areas of account opening, tax and local market documentation to both Firm staff and external clients.
  • Participate in initiatives to improve the client and account management process.
  • Maintain data on end to end processes for tracking turnaround times of deliverables from team and other processing areas.
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding the Firm, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Required Skills :
  • Bachelor's/University degree or equivalent experience
  • 2 to 5 years of relevant experience
  • Previous, client facing, middle office or operations financial services experience.
  • Some knowledge of capital market products.
  • Consistently demonstrates clear and concise written and verbal communication skills
  • Self-motivated and detail oriented
SGA is a technology and resource solutions provider driven to stand out. We are a women-owned business. Our mission: to solve big IT problems with a more personal, boutique approach. Each year, we match consultants like you to more than 1,000 engagements. When we say let's work better together, we mean it. You'll join a diverse team built on these core values: customer service, employee development, and quality and integrity in everything we do. Be yourself, love what you do and find your passion at work. Please find us at https://sgainc.com . EEO Employer: Race, Color, Sex, Sexual Orientation, Gender Identity, Religion, National Origin, Disability, Veteran Status, Age, Marital Status, Pregnancy, Genetic Information, or Other Legally Protected Status.

Vacancy expired!

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