Client Onboarding Analyst at eClerx | NY | Rezi

Client Onboarding Analyst at eClerx

Client Onboarding Analyst

eClerx · NY

1 months ago

Client Onboarding Analyst

eClerx · NY

2 months ago
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About the Role

eClerx is seeking a Client Onboarding Analyst for the client onboarding team. This team plays a crucial role in ensuring compliance with Know Your Client (KYC) periodic refresh and remediation requirements. The role involves engaging with clients to collect necessary KYC documentation, working closely with Global Corporate and Investment Bankers as well as Global Markets Sales. Responsibilities include identifying and developing client connections, obtaining documentation from client representatives, and resolving documentation requirements in a timely manner. The team also stays updated on global regulatory changes and seeks opportunities to enhance the client experience.

Responsibilities

  • Design and deliver cultural and people initiatives, driving a collaborative and output-oriented culture.
  • Lead employee engagement efforts across a global team, including organizing meeting routines and facilitating communication across the team.
  • Manage org health, including partnering with HR on implementing a framework where deliverables are measured and monitored.
  • Manage vendor relationships and ensure appropriate staffing coverage; facilitate resource onboarding and offboarding.
  • Support periodic population and capacity analysis to ensure teams are able to deliver Outreach requirements across sectors, regions, and client types.
  • Liaise with Finance on financial budgets and corporate forecasts.
  • Coordinate and support our location strategy, including partnering with Corporate and Infrastructure Services.
  • Develop and implement robust global training and readiness programs for both new and existing teammates.
  • Facilitate global business continuity planning and business impact assessments as well as inter-affiliate service relationships.
  • Coordinate and document processes and formal guidelines as they relate to Outreach and associated FLU processes.
  • Support the GCIB and GM Client Outreach executives on routine and ad hoc requirements.
  • Partner with colleagues in Banking, Sales, FLU COOs, FLU Change, FLU Business Controls, Operations, HR and other groups as needed.

Requirements

  • 1+ years of experience in a COO or business support role crossing multiple time zones within the financial services industry
  • Working knowledge of Anti-Money Laundering or Global Corporate Investment Banking lines of business preferred
  • Ability to initiate and build strong relationships with all levels of the organization
  • Excellent interpersonal skills for motivation, collaboration, and encouragement
  • Professional demeanor demonstrating patience, composure, and a positive attitude
  • Strong problem-solving and decision-making skills
  • Flexibility and adeptness in handling multiple projects and adjusting to a changing environment
  • Initiative to identify process improvements and demonstrate self-starter behavior
  • Strong organizational skills with excellent attention to detail
  • Excellent proficiency using Microsoft Office products, particularly PowerPoint, Excel, and Word.

Skills

  • Microsoft Office (PowerPoint, Excel, Word)
  • Problem-solving
  • Decision-making
  • Organizational skills
  • Attention to detail
  • Interpersonal skills
  • Collaboration
  • Communication

Location

  • New York City
  • Fort Worth, Texas

Work Type

  • Full-time

Experience Level

  • 1+ years

Salary/Compensations

  • $80,000-$110,000

About the Company

  • eClerx is a leading provider of productized services, bringing together people, technology and domain expertise to amplify business results.
  • The firm provides business process management, automation, and analytics services to a number of Fortune 2000 enterprises, including some of the world’s leading financial services, communications, retail, fashion, media & entertainment, manufacturing, travel & leisure, and technology companies.
  • Incorporated in 2000, eClerx is traded on both the Bombay and National Stock Exchanges of India.
  • The firm employs more than 19,000 people across Australia, Canada, France, Germany, Switzerland, Egypt. India, Italy, Netherlands, Peru, Philippines, Singapore, Thailand, the UK, and the USA.

Equal Opportunity

  • eClerx is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. We are also committed to protecting and safeguarding your personal data. Please find our policy here.