Client Onboarding Associate Analyst

Publix Serving (Civica)

Getzville, New York, United States
Base: $55,341.00 - $68,270.00; bonus/equity: discr...
Obtain necessary client documents
Coordinate with internal partners
Verify regulatory obligations
The role involves working directly with clients to obtain all necessary documents and information needed to ensure a seamless onboarding process

Job Summary

  • The role involves working directly with clients to obtain all necessary documents and information needed to ensure a seamless onboarding process.
  • The position requires coordinating onboarding efforts with internal partners including sales, risk, legal, tax, and KYC teams globally.
  • Employees receive competitive benefits including medical, dental, vision coverage, 401(k), life insurance, and paid time off packages.

Matching Summary

The role involves working directly with clients to obtain all necessary documents and information needed to ensure a seamless onboarding process.

Salary

Base: $55,341.00 - $68,270.00; Bonus/Equity: Discretionary and formulaic incentive and retention awards available; Benefits: Medical, dental, vision, 401(k), life, accident, disability insurance, wellness programs, and paid time off.

Skills & Requirements

Must-have

  • obtain necessary client documents
  • coordinate with internal partners
  • verify regulatory obligations
  • manage multiple tasks simultaneously

Nice-to-have

  • concise and logical communication
  • sensitive to audience diversity
  • developing working knowledge of industry practices

Key Requirements

  • Bachelor's degree or equivalent experience
  • 0-2 years relevant experience
  • Excellent attention to detail
  • Strong organization and time management skills

Work Rights

Not specified

Tailored Resume

Cover Letter