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The Client Onboard Intmd Analyst is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/job family. Applies analytical thinking and knowledge of data analysis tools and methodologies.
Job Responsibility:
Customer interaction, documentation issuance, review and system setups
Timely and accurate delivery of all account opening functions
Delivering superior customer service and resolution of customer issues
Day to day management of account opening and maintenance processing
Project management in the account services space
Managing cross-functional relationships with all teams
Determining new work procedures, analyzing complex and variable issues
Ensuring consistent delivery of high quality service to customers
Ensuring awareness and full compliance of internal processes, regulations, policies
Establishing and maintaining close working relationship with clients and within team
Continuous on the job training for end to end product knowledge
Understanding client requirements and implement them correctly
Understanding new customer requirements and ensure adequate support
Monitoring customer satisfaction and service level and drive process changes
Providing innovative solutions to clients
Ensuring a strong and robust processing environment with effective controls
Establishing risk management practice
Maintaining a strong culture of risk and controls in the team
Requirements:
2-5 years of experience in Documentation review, Account Maintenance and related Cash products preferred
Demonstrated interpersonal skills, pro-active team player but also able to work independently
Exceptional written and verbal communication skills
Highly motivated, persistent, and able to work in a structured, high volume, time sensitive, high-risk environment
Capable of prioritizing and eager to learn multiple products in a challenging environment
Fast learner, strong attention to detail, and willingness to go extra mile
Proficient in Microsoft Office Applications
Exposure to Client interaction
Proficient in handling urgent and escalation cases and manage client and internal team expectations
Proficient knowledge of English (written and spoken)
Bachelor's/University degree or equivalent experience
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