Jobs · Information Technology · New York

Client Onboarding Analyst

eClerx · New York, NY · 1 wk ago
Information Technology$80k–$110k/yrFull-time

Job Summary

eClerx is seeking a Client Onboarding Analyst for the client onboarding team. The team ensures compliance with Know Your Client (KYC) periodic refresh and remediation requirements, engaging with clients to collect necessary documentation and staying updated on global regulatory changes.

Responsibilities

  • Engage with clients to obtain KYC documentation, working closely with Global Corporate and Investment Bankers as well as Global Markets Sales.
  • Identify and develop client connections, resolve client- and country-specific documentation requirements, and seek opportunities to enhance the client experience.
  • Manage a range of administrative functions, including financial control, budgeting, personnel processes, audit compliance, and project coordination.
  • Consult with senior management to evaluate current methods and develop strategies for improvements.
  • Develop and implement training programs for new and existing team members, facilitate business continuity planning, and document Outreach-related processes.
  • Collaborate with various departments, including Banking, Sales, and HR, to support GCIB and GM Client Outreach executives on routine and ad hoc requirements.

Eligibility Requirements

  • 1+ years of experience in a COO or business support role crossing multiple time zones within the financial services industry.
  • Working knowledge of Anti-Money Laundering or Global Corporate Investment Banking lines of business preferred.
  • Excellent interpersonal skills for motivation, collaboration, and encouragement.
  • Strong problem-solving and decision-making skills.
  • Flexibility and adaptability in handling multiple projects and adjusting to a changing environment.
  • Initiative to identify process improvements and demonstrate self-starter behavior.
  • Strong organizational skills with excellent attention to detail.
  • Excellent proficiency using Microsoft Office products, particularly PowerPoint, Excel, and Word.

Pay

The target base salary for this role is $80,000-$110,000. Compensation is based on a range of factors that include relevant experience, knowledge, skills, other job-related qualifications, and geography.

About eClerx

eClerx is a leading provider of productized services, bringing together people, technology, and domain expertise to amplify business results. The firm provides business process management, automation, and analytics services to a number of Fortune 2000 enterprises, including some of the world’s leading financial services, communications, retail, fashion, media & entertainment, manufacturing, travel & leisure, and technology companies. Incorporated in 2000, eClerx is traded on both the Bombay and National Stock Exchanges of India. The firm employs more than 19,000 people across Australia, Canada, France, Germany, Switzerland, Egypt. India, Italy, Netherlands, Peru, Philippines, Singapore, Thailand, the UK, and the USA. For more information, visit www.eclerx.com. You can also find us on: LinkedIn, Indeed, and Glassdoor. eClerx is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. We are also committed to protecting and safeguarding your personal data. Please find our policy here.

Similar jobs

Onboarding Analyst

Imagen TechnologiesNew York, NY· 2 wk ago
RemoteOTHR$60k–$75k/yrapply on jobs.gem.com