Client Onboarding Analyst
About The Position
We’re supporting a major financial services provider in hiring an Onboarding Analyst to sit within their Managed Services team, working closely with an Investment Management firm. This role is centred on onboarding and KYC activities, with a particular focus on bank loan and derivatives onboarding workflows. It’s a fast-paced, client-facing environment requiring strong organisational skills, attention to detail and the ability to manage multiple concurrent workstreams. You’ll act as a key point of contact for client onboarding and regulatory data processes, supporting Bayview with end-to-end KYC reviews, interpreting documentation and ensuring high-quality delivery across a portfolio of requests. The role combines client engagement, operational oversight and process optimisation within a regulatory services setting.
Requirements
- 1 - 2 years’ experience in a regulatory, KYC, onboarding or wider financial services operations role
- Familiarity with KYC constitutional documents and onboarding processes
- Excellent project management, analytical and problem-solving capability
- Strong communication skills with confidence in managing client expectations
- Ability to work under pressure and manage conflicting priorities
- Highly organised with meticulous attention to detail
- Strong Excel and general Microsoft Office proficiency
Nice To Haves
- Exposure to derivatives or bank loan documentation is strongly preferred
Responsibilities
- Manage and prioritise incoming onboarding and KYC requests, ensuring timely and accurate completion
- Lead on bank loan and derivatives onboarding reviews, interpreting financial/legal documentation and resolving data gaps
- Maintain strong client relationships, handling queries and providing regular progress updates
- Coordinate with cross-functional teams and third-party vendors to deliver against agreed service levels
- Prepare project trackers, support client meetings, and communicate milestones and challenges clearly
- Identify opportunities for workflow improvements and contribute to ongoing process refinement
- Rapidly learn and apply proprietary technology and client-specific business line requirements
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
