Onboarding Analyst
About The Position
The Americas Client & Account Onboarding team is responsible for coordinating the AML/KYC onboarding and new account opening for new clients to the firm. This role is specific to user acceptance testing in relation to a global, firmwide initiative. A successful candidate will demonstrate exceptional attentional to detail, possess a positive can-do attitude, and operate with the highest levels of integrity and competence. Americas Client Onboarding Primary Responsibilities include: Support the creation of client- and account-level test data Manage user acceptance testing across the global client onboarding application as well as various account opening systems Partner with Operations and Technology globally to review test results 1-3 years of experience in client or account onboarding at a multi-national financial institution Strong analytical skills and attention to detail when working with high volumes of data
Requirements
- 1-3 years of experience in client or account onboarding at a multi-national financial institution
- Strong analytical skills and attention to detail when working with high volumes of data
Responsibilities
- Support the creation of client- and account-level test data
- Manage user acceptance testing across the global client onboarding application as well as various account opening systems
- Partner with Operations and Technology globally to review test results
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
