Help shape a client’s first experience with us and set them up for long-term success. As part of our onboarding team, you’ll coordinate account opening, cash management product setup, and required due diligence so clients can expand confidently into new markets. You’ll work directly with clients and banking partners to build clear onboarding plans, manage timelines, and keep momentum through to completion. If you enjoy project ownership, problem-solving, and building trusted relationships, this role offers meaningful impact every day.
As a Client Onboarding Analyst in the Global Corporate Banking Onboarding team, you will manage the end-to-end onboarding of corporate clients, including account opening, product setup, and completion of required due diligence. You will act as a single point of contact, partner closely with clients and banking teams to set onboarding strategies and timelines, and ensure accurate execution aligned to policies. You will also support continuous improvement by helping streamline onboarding processes and testing internal tools.
Job responsibilities
- **Act **as the single point of contact and own the client experience and satisfaction throughout onboarding.
- Manage standard product implementation and account opening requests across single to multiple entities and jurisdictions, including cross-region implementations.
- Collaborate with clients and banking teams to develop and execute implementation plans with clear expectations and transparent timelines.
- Coordinate communications and status updates with clients and internal partners.
- Provide subject matter support on international regulatory requirements, documentation, products, and services.
- Support global and regional onboarding initiatives to enhance the client experience and meet operational and regulatory requirements.
- Partner with transformation and product stakeholders to perform user testing and platform enhancement testing for internal tools.
- Prioritize daily tasks to maximize productivity and meet deadlines.
- Participate in process improvement initiatives to streamline onboarding procedures and improve efficiency.
Required qualifications, capabilities, and skills
- Have 5 years of experience in operations, project management, accounting, technology, analytics, training, or process improvement, with exposure to client interactions.
- Demonstrate ability to work effectively with cross-functional teams in a fast-paced environment.
- Demonstrate excellent written and verbal communication skills.
- Demonstrate strong attention to detail to ensure accuracy and compliance with policies.
- Demonstrate strong time management skills, including prioritization and meeting deadlines.
- Demonstrate strong analytical and problem-solving skills to address client issues and support client satisfaction.
- Demonstrate ability to identify and mitigate potential risks.
- Demonstrate ability to learn new technologies, with proficiency in Microsoft Word, Excel, and PowerPoint.
- Demonstrate professionalism and integrity in all interactions.
- Demonstrate a continuous improvement mindset, including identifying process improvements and innovation opportunities.
Preferred qualifications, capabilities and skills
- Demonstrate experience planning, executing, and overseeing projects, including participation in process improvement initiatives.
- Demonstrate familiarity with project tracking tools used to monitor progress and changes.
- Demonstrate experience using software tools that support project execution and design work.
- Demonstrate hands-on experience with automation or artificial intelligence tools (for example, Alteryx, UiPath, or Copilot).
- Demonstrate familiarity with coding languages such as Python or JavaScript.
- Demonstrate experience building websites or interest in web technologies.