Client Onboard Analyst 2

Work From Home With CiCi

Documentation review experience
Account maintenance processing
Cash products knowledge preferred
The role involves monitoring, assessing, and analyzing processes to identify policy gaps and formulate recommendations for account opening functions

Job Summary

  • The role involves monitoring, assessing, and analyzing processes to identify policy gaps and formulate recommendations for account opening functions.
  • Candidates must demonstrate high diligence in delivering superior customer service while ensuring full compliance with internal regulations and policies.
  • The position requires managing cross-functional relationships and driving process changes to meet or exceed customer expectations guided by service level agreements.

Matching Summary

The role involves monitoring, assessing, and analyzing processes to identify policy gaps and formulate recommendations for account opening functions.

Skills & Requirements

Must-have

  • Documentation review experience
  • Account maintenance processing
  • Cash products knowledge preferred
  • High volume time sensitive environment
  • Microsoft Office proficiency

Nice-to-have

  • Exceptional written communication skills
  • Proactive team player attitude
  • Ability to work independently
  • Strong attention to detail
  • Willingness to go extra mile

Key Requirements

  • 5-7 years of experience in Documentation review
  • Bachelor's degree or equivalent experience
  • Proficient knowledge of English written and spoken

Work Rights

Not specified

Tailored Resume

Cover Letter