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The Client Onboarding Lead Analyst is a strategic professional who plays a significant role in the account opening and maintenance process, ensuring superior customer service and compliance with risk parameters. The role involves cross-functional relationship management, project planning, and setting the direction for a specialized area, contributing to the overall business strategy and outcomes.
Job Responsibility:
Responsible for customer interaction, documentation issuance, review and system setups
Demonstrates high level of diligence, motivation and organizational skills
Focuses on timely and accurate delivery of all account opening functions, as well as delivering superior customer service and resolution of customer issues
Performs day to day management of the account opening and maintenance processing, including daily management of in-process, pended, and service related activities
Responsible for various types of project management in the account services space, and managing cross-functional relationships with all teams
Determines new work procedures, analyzes complex and variable issues with significant departmental impact
Understands client requirements and implements them correctly
Monitors customer satisfaction and service level and drives process changes
Provides innovative solutions to clients
Ensures a strong and robust processing environment with effective controls
Establishes risk management practice and maintains a strong culture of risk and controls
Develops performance matrices to track defects and productivity
Engages in project planning including cost management
Develops training content, training materials, and trackers for the migration
Responsible for setting direction of a specialized area and building strong relationships with internal and external constituents.
Requirements:
Previous experience in documentation review, account maintenance and related cash products
Bachelor's degree in finance or economy
Good interpersonal communication skills
Consistently demonstrates clear and concise written and verbal communication skills
Demonstrated Project management skill including financial cost management skills
Advanced execution skills in a multi-tasking mode
Exposure to Customer Service and handling of system, testing and rollouts
Ability to achieve business objectives without compromising on controls and risk parameters established
Ability to interact confidently with senior management and/or regulators
Ability to coach and develop people, identifying and retaining talent
Able to partner with businesses and other support functions at senior levels in setting strategy and priorities
Able to strive under pressure and covert opportunity from risk
Should be open to working staggered hour/shift/over weekend and on public holidays
Proficient knowledge of English (written and spoken).
What we offer:
Hybrid working model (up to 2 days working at home per week)
Competitive base salary (annually reviewed)
Additional benefits supporting well-being, growth, and work-life balance.
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