Onboarding Validation Analyst Job at Addepar (Salt Lake City)

Client Onboard Analyst

The Client Onboard Analyst 1 is a trainee professional role requiring a good kno...

Location

Colombia , Bogotá

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Previous experience in financial services preferred
knowledge of bank products in the scope of opening and maintaining of bank accounts
customer communication experience (internal/external)
knowledge on the field of finances and banking
flexibility, team spirit, loyalty
high attention to detail
good PC skills (Excel, Word)
fluent in both written and spoken English
ability to work under pressure and meet deadlines
proficient knowledge of English (written and spoken)

Job Responsibility

Processes client’s requests related to system set up including signatories’ updates and documentation lodgment
cooperates with internal partners to perform systems maintenance based on documentation related to account opening and maintenance processes
provides response to client and internal inquiries
prepares documentation for archiving
applies appropriate bank’s regulations while processing the requests
remains up to date with the current procedures, internal rules, external regulations, and follows the changes in the aforementioned documents
documents operation procedure updates
processes clients’ instructions ensuring the highest accuracy and effectiveness (ensuring deadlines are adhered to)
verification and authorization of data entered in the systems
ensures all queries are dealt with in an efficient and timely manner

Fulltime

Portfolio Performance Analyst

This role is pivotal in leading data validation efforts for client portfolio con...

Location

United Kingdom , Edinburgh

Salary:

Not provided

Addepar

Expiration Date

Until further notice

Requirements

A degree (or equivalent experience) in Finance, Mathematics, Statistics, Business or Economics
2+ years’ experience working in a financial services or fintech environment
Sound understanding of financial instruments and portfolio data
Experience with Python is a requirement
Excellent communication, organisation, and time-management skills
Self-motivated, adaptable, and comfortable working in a fast-paced setting
A proactive team player with a strong work ethic and positive approach
Must have and maintain the right to work in the United Kingdom from the first day of employment

Job Responsibility

Lead the end-to-end data validation process for client onboarding and data conversion projects
Facilitate regular client meetings and working sessions throughout the project lifecycle
Investigate and resolve performance discrepancies in portfolio data, providing clear recommendations
Review and document differences in calculation methodologies between systems
Collaborate with cross-functional project teams, keeping all parties aligned and informed on progress
Flag risks or key issues to stakeholders, including senior leadership, in a timely manner
Manage multiple concurrent projects and prioritise effectively to meet deadlines
Identify and help drive process improvements to increase efficiency, accuracy, and automation

What we offer

Reasonable accommodation for individuals with disabilities
Commitment to equal opportunity and diversity
Global flexible workforce model

Fulltime

Onboarding Analyst

As an Onboarding Analyst at Equals Group, you will be an integral part of a dedi...

Location

United Kingdom , London

Salary:

Not provided

Equals Group PLC

Expiration Date

Until further notice

Requirements

2+ years of experience in KYC/CDD, preferably within the fintech or payments industry
Strong knowledge of KYC/CDD regulations, AML compliance, and financial crime prevention
Strong analytical and problem-solving skills, with the ability to identify and mitigate potential risks effectively
Ability to work efficiently in a fast-paced environment, managing multiple priorities while maintaining a high level of accuracy and attention to detail
Excellent communication and interpersonal skills, with the ability to collaborate cross-functionally with teams such as Compliance, Risk, and Relationship Management
Proficiency in using onboarding and compliance management systems

Job Responsibility

Conduct Customer Due Diligence (CDD) and risk assessments on new business and personal customer applications, ensuring compliance with AML regulations
Verify and validate the accuracy of customer information and supporting documentation, including identification, corporate structures, and Ultimate Beneficial Owners (UBOs)
Perform sanctions, Politically Exposed Persons (PEP), and adverse media screening to identify potential risks
Analyse customer profiles and transactional behavior to identify any inconsistencies or red flags, escalating potential risks to Senior Onboarding Analysts or Team Leaders
Conduct detailed checks to ensure that all customer information is accurate, up to date, and meets compliance standards
Collaborate with Compliance, Risk, and Relationship Management teams to resolve onboarding issues and obtain additional information when required
Maintain accurate and comprehensive records of onboarding activities, including detailed notes and audit trails
Ensure adherence to internal policies, AML regulations, and other compliance requirements throughout the onboarding process
Continuously monitor and stay up to date with changes in regulatory requirements, ensuring onboarding practices are adjusted accordingly
Contribute to the implementation of process improvements to enhance the efficiency and effectiveness of the onboarding function

What we offer

25 days holiday per year + your birthday off
Opportunities for progression, development and learning new skills - £250 towards the cost of learning & development
Free onsite Nuffield Health gym & pool (London) and discounted gym membership elsewhere
GetActive with Aviva - Health and Wellbeing discounts on services and products
Interbank currency rates on travel money and international transfers
Bupa Private Healthcare
Free Eye Test and £50 up to the cost of glasses
EAP Service - Mental Health Services
Life Assurance Policy - x3 annual salary
Contributory pension scheme

Fulltime

Business Analyst – (SailPoint IIQ)

Location

United States , Quincy, MA

Salary:

Not provided

Hire IT People, Inc

Expiration Date

Until further notice

Requirements

bachelor's degree or equivalent in engineering or equivalent in a related field or a foreign equivalent is required closely related field with relevant experience

Job Responsibility

analyze business needs and define use cases for integrating applications, ensuring the right access governance controls are in place
Collaborate with business and technical stakeholders to gather requirements for application onboarding into SailPoint IIQ
Work closely with IAM engineers to map out the technical steps for application onboarding, from requirement documentation to production deployment
Support testing and validation of applications onboarded into the SailPoint IIQ environment
Conduct business analysis to identify and define user roles, access requirements, and entitlements across applications
Facilitate workshops with business owners and application teams to understand user access needs and define RBAC models
Create documentation on role structures, access profiles, and user provisioning workflows
Collaborate with IAM engineers to configure roles and profiles within SailPoint IIQ based on business requirements
Work with business and compliance teams to ensure all role-based access controls meet regulatory and organizational standards (e.g., SOX, GDPR, HIPAA)
Assist in the implementation of access certification campaigns and periodic reviews, ensuring users’ access is appropriate based on business rules

Manager CRM & Lifecycle Marketing

The CRM & Lifecycle Marketing (CRM) team will support multiple businesses within...

Location

United States , Celebration

Salary:

Not provided

Disney

Expiration Date

Until further notice

Requirements

8+ years of direct experience with marketing campaign list selection processes and multiple channel (email, direct mail, push notification, SMS) campaign deployment
8+ years of direct experience with multiple programming languages (Snowflake SQL, JavaScript, HTML, CSS)
Proven knowledge and understanding of complicated data environments, relational database methodology, structures and querying
Experience engaging across organizational teams leveraging your excellent interpersonal skills such as influence, negotiation, and problem-solving
Leadership in the technical space that evolves how the team uses tools/resources and improves capabilities or efficiencies
Experience with large organizations and navigating ambiguity while maintaining clear decision-making
Proven ability to lead, inspire, and coach a team of direct reports at varying levels
Proven experience in enterprise marketing automation tools such as Salesforce Marketing Cloud, Adobe Campaign Manager or other equivalent campaign management platforms
Ability to navigate disparate data sources as needed to support campaigns
Ability to proactively establish standards, processes, and expectations with partners in and outside the team

Job Responsibility

Lead a team of marketing campaign developers responsible for building and sustaining marketing campaigns end-to-end from data selection and audience segmentation to HTML development, data validation, proofing and campaign deployment using Agile methodology
Provide leadership and professional development for a team of analysts, including onboarding and training new hires, conducting coaching conversations, and managing escalations
Influence and drive change both inside and outside of the team
Utilize strong decision-making skills with the ability to work autonomously with minimal supervision
Build and maintain strong partnerships throughout the Marketing Center of Excellence supporting multiple businesses within Disney Signature Experiences
Keep a pulse on emerging industry trends and capabilities, regulatory impacts that affect our space, and develop strategies that drive channel optimizations and recommendations
Drive user efficiencies, solve complex business/customer issues, invent creative solutions, and ensure data accuracy
Partner with technology teams to drive issues resolution and enhancements
Bring opportunities to streamline campaign development and improve processes

Fulltime

Api Integration Data Analyst

API INTEGRATION DATA ANALYST. This is a More JUNIOR Position. This is NOT a prog...

Location

United States , Des Moines

Salary:

60000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

1-2 years of experience in API analysis or related fields
Proficiency in tools like Postman, RESTful APIs, XML, and JSON
Strong data analysis skills with experience handling large datasets
Familiarity with debugging tools such as curl, Fiddler, and Chrome Dev Console
Ability to understand and analyze API specifications and flows
Excellent communication skills to interact with both internal teams and external customers
Strong organizational skills to manage multiple projects simultaneously
Background in database systems and API management is highly desirable

Job Responsibility

Find bugs in API's, Validate API's, and Test API's
Close collaboration with the Development team and business partners
Integration with the business platform, + data for onboarding, testing, and validating partner and customer APIs
Responsible for developing and maintaining Postman Collections, conducting QA validation checks, and providing technical guidance for API consumption
Team collaboration to align on design specs and ensure successful execution of API integration and data files transfer
Communicate to test, validate, and confirm projects/changes are implemented/updated
Communicate with Customers directly - both external and internal, to update and understand changes related to projects & software status
Ability to analyze and understand internal & customer APIs, how they flow, may be RESTful and/or SOAP based APIs
Understand XML / JSON
Be able handle multiple projects at the same time & Juggle

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Fulltime

Client Onboarding Senior Analyst

The Client Onboarding Senior Analyst is a seasoned professional role. Applies in...

Location

Poland , Warsaw

Salary:

165020.00 - 280980.00 zł / Year

Citi

Expiration Date

Until further notice

Requirements

5-8 years of experience in documentation review, account maintenance, and related cash products, with a preference for client onboarding
Applies in-depth disciplinary knowledge to develop new techniques and improve processes and workflows
Possesses strong analytical skills to filter, prioritize, and validate complex information from multiple sources
Demonstrates exceptional interpersonal, written, and verbal communication skills, engaging effectively with diverse stakeholders
Proven project management capabilities, including financial cost management
Ability to evaluate and resolve moderately complex and variable issues with substantial departmental impact
Proficient in English, Arabic and French (written and spoken)
Adept at assessing risk, ensuring compliance, ethical judgment, and transparently managing control issues

Job Responsibility

Lead client interaction, documentation issuance, review, and system setups for comprehensive account opening
Manage day-to-day account opening and maintenance processes, ensuring timely, accurate delivery and high-quality client service
Develop new work procedures, analyze complex issues, and drive continuous process and workflow improvements
Initiate and oversee project management within account services, fostering robust cross-functional relationships
Provide guidance, coaching, and training to junior staff, enriching team skill sets and optimizing productivity
Monitor client satisfaction and service levels, offering innovative solutions and ensuring adherence to client requirements
Establish and maintain strong risk management practices and controls to reduce transaction defects and enhance processing environment robustness
Proactively assess and mitigate risks in all business decisions, safeguarding the firm's reputation and ensuring compliance with regulations and policies

What we offer

Employer paid Defined Contribution Pension Plan contribution of 6% of employee’s pensionable earnings (PPE Program)
Employer paid Private Medical Care Package for employees and Private Medical Care Packages for certain family members available at preferential rates
Employer paid Life Insurance Program for employees and Life Insurance for certain family members available at preferential rates
Employee Assistance Program financed by Employer
Paid Parental Leave Program (maternity and paternity leave
statutory and 2 weeks additional paid paternity leave)
Sport Card for employees subsidised via Social Benefits Fund and Sport Cards for certain family members available at preferential rates
Additional benefits from Company’s Social Benefit Fund, in particular: Holidays Allowance, support for sport and cultural activities, team building events
Additional day off for volunteering
Cafeteria/ flex benefit – a company benefits system which enables employees to select and purchase benefits offered by a provider and available for employees on the platform

Fulltime

SOC Deployment Specialist

An exciting opportunity at an award-winning Microsoft Partner for a SOC Deployme...

Location

United Kingdom

Salary:

45000.00 - 50000.00 GBP / Year

Dynamic Search Solutions

Expiration Date

Until further notice

Requirements

Hands-on experience deploying Microsoft Sentinel within a SOC or MSSP environment
Strong operational knowledge of the Microsoft security stack, including: Microsoft Defender XDR, Defender for Endpoint, Defender for Cloud, Entra ID (Azure Active Directory) and Microsoft 365 security tooling
Solid understanding of SOC operations, alert triage, and incident response workflows
Proven experience working in customer-facing roles, with the ability to communicate clearly with both technical teams and non-technical stakeholders
Strong understanding of cloud, identity, and endpoint security in Microsoft Azure environments
Eligibility for SC and NPPV3 security clearance

Job Responsibility

Lead the deployment of Microsoft Sentinel for new customers, ensuring SOC readiness from day one
Integrate Microsoft Defender technologies (Defender XDR, Defender for Endpoint, Defender for Cloud, Defender for Identity) with Sentinel to deliver unified threat visibility
Work closely with SOC analysts to ensure detections are relevant, actionable, and aligned to SOC operating procedures
Engage directly with customer stakeholders to gather requirements, explain SOC capabilities, and support successful service onboarding
Validate data sources, detection coverage, and alert quality to ensure deployments meet operational and SLA requirements
Support transition of deployed environments into business-as-usual SOC operations, providing documentation and technical handover
Assist with tuning, optimisation, and ongoing improvement of customer SOC environments post-deployment

What we offer

Opportunity to work with cutting-edge Microsoft security technologies
Strong emphasis on training and certification

Fulltime

Onboarding Validation Analyst

Addepar

Location:
United States , Salt Lake City

Category:
Finance

Contract Type:
Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
December 05, 2025

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Location:United States , Salt Lake City

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Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:December 05, 2025

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