Client Onboard Analyst

Responsibilities:

• Client Request Processing:
  • Handle client requests related to system setup, including updating signatories and lodging documentation
  • Process clients’ instructions with a focus on accuracy, timeliness, and adherence to deadlines
• System and Process Maintenance:
  • Collaborate with internal teams to perform system maintenance based on documentation for account opening and maintenance processes
  • Document and update operational procedures, ensuring they reflect the latest internal rules and external regulations
• Communication and Support:
  • Provide clear and concise responses to both client and internal inquiries
  • Assist with archiving documentation and ensure all queries are resolved efficiently
• Compliance and Risk Management:
  • Apply appropriate bank regulations when processing requests and verify data accuracy within systems
  • Escalate urgent or risk-related issues through the proper channels and support quality assurance efforts
• Collaboration and Continuous Improvement:
  • Cooperate with and support various teams as needed, including participating in trainings, projects, conference calls, and systems testing
  • Identify opportunities for process improvements and assist in their implementation
  • Engage in the coordination of projects related to internal processes and participate in user acceptance testing for new systems
• Operational Excellence:
  • Execute day-to-day responsibilities while understanding the broader context of your work
  • Exercise sound judgment and maintain high ethical standards to safeguard the firm's reputation, clients, and assets

Requirements:

• Bachelor’s/University degree or equivalent experience
• Previous experience in financial services is preferred
• Familiarity with bank products and procedures for opening and maintaining accounts
• Experience in client communication (both internal and external) within a financial or banking environment
• Proficient in Microsoft Excel and Word
• Fluent in both written and spoken English
• High attention to detail, flexibility, and a strong team spirit
• Ability to work under pressure and meet deadlines

Offer:

• Private medical care
• Co-financing for the sports card
• Constant support of dedicated consultant
• Employee referral program