Start your career at the intersection of client service, payments, and project coordination. In our Payments Client Onboarding team, you will support the implementation of payments solutions for corporate and institutional clients, gaining hands-on exposure to products, processes, and global teams.
As an Analyst in the Payments Client Technical Onboarding team, you will support the implementation of payments solutions for corporate and institutional clients, helping ensure a smooth journey from solution finalization through to production go-live. You will work alongside experienced team members and collaborate with sales, product, legal, compliance, operations, and technology partners to deliver timely, well-controlled onboarding experiences. This role gives you the opportunity to develop knowledge across treasury, cash management, trade, and merchant acquiring, while building the project coordination and client communication skills that will serve as a strong foundation for your career.
Job responsibilities
- Support end-to-end onboarding and implementation plans, including scope confirmation, project timelines, risk and issue tracking, and status reporting.
- Serve as a point of contact for clients during the onboarding journey, coordinating across regions and time zones to align internal teams on deliverables and milestones.
- Assist in client-facing engagements, including discovery workshops to help refine solutions and recommend onboarding approaches.
- Support legal and compliance processes, including contract coordination and ensuring all approvals and controls are completed prior to go-live.
- Partner with technology and operations teams to support testing readiness, assist with user acceptance testing, and help migrate solutions to production on schedule.
- Contribute to onboarding efforts for new product launches and go-to-market initiatives, helping ensure readiness and a smooth client experience.
- Identify and contribute to process improvement initiatives that enhance the client onboarding experience.
- Help maintain and improve onboarding documentation, project governance tools, and team best practices.
- Ensure adherence to regulatory requirements and firmwide conduct and compliance policies, supporting a strong risk and control environment.
Required qualifications, capabilities, and skills
- Bachelor's degree
- Minimum 3 years of relevant experience in cash management, transaction banking, corporate finance, or a payment service provider.
- Strong analytical and problem-solving skills.
- Strong organizational skills with the ability to support multiple projects, tasks and workstreams in parallel.
- Clear and professional communication skills, with the ability to collaborate effectively across teams and time zones.
- Comfort working in a cross-functional, global environment with a collaborative and proactive approach.
- Attention to detail and a willingness to take ownership of assigned tasks from start to finish.
- Eagerness to learn, ask questions, and contribute ideas for improving processes and tools.
Preferred qualifications, capabilities, and skills
- Awareness of global payments and treasury management practices.
- Basic understanding of payment file or data transfer technologies such as ISO XML, SFTP, API, or SWIFT.
- Exposure to artificial intelligence, automation tools, or data analysis platforms.