Client Onboard Analyst 2

Workforcity

Documentation issuance and review
System setups and account opening
Customer service and issue resolution
Responsible for customer interaction, documentation issuance, review and system setups, focusing on timely and accurate delivery of all account opening functions

Job Summary

  • Responsible for customer interaction, documentation issuance, review and system setups, focusing on timely and accurate delivery of all account opening functions.
  • Performs day to day management of the account opening and maintenance processing, ensuring account opening requirements are clearly defined and delivering high quality service.
  • Determines new work procedures, analyzes complex and variable issues with significant departmental impact, and ensures awareness and full compliance of internal processes, regulations, policies, guidelines, procedures, and practices.

Matching Summary

Responsible for customer interaction, documentation issuance, review and system setups, focusing on timely and accurate delivery of all account opening functions.

Skills & Requirements

Must-have

  • Documentation issuance and review
  • System setups and account opening
  • Customer service and issue resolution
  • Process management and analysis
  • Compliance with regulations and policies

Nice-to-have

  • Interpersonal skills and team player
  • Proactive and independent work
  • Innovative solutions provider
  • Continuous learning and product knowledge

Key Requirements

  • 0-2 years experience
  • Documentation review
  • Account maintenance
  • Cash products preferred
  • Bachelor's/University degree or equivalent experience

Work Rights

Not specified

Tailored Resume

Cover Letter