Onboarding Business Analyst

The Opportunity

We're looking for an Onboarding Business Analyst, working in the Banking/Finance industry in Getzville, New York, United States.

  • Support and monitor the timely and accurate execution of sales and client requests to the group.
  • Assist senior onboarding analysts onboard clients through the population of account opening, market opening and tax documentation, ensure all documents are collected, verified and stored, and provide status back to the client.
  • Perform client documentation searches across internal and external sites and compile client profiles.
  • Interact with client regarding the latest status and current onboarding actions.
  • Partner with accounts control team to ensure KYC/AML/MiFID and other regulatory reviews on all clients is performed.
  • Partner with Credit Risk Officers to ensure that all client review materials are in place and completed.
  • Provide guidance in the role of subject matter expert in the areas of account opening, tax and local market documentation to both Client staff and external clients.
  • Participate in initiatives to improve the client and account management process.
  • Maintain MIS on end to end process for tracking turnaround times of deliverables from team and other processing areas.

We are offering Competitive Compensation and Benefits. This position may present an opportunity to go permanent.

Our Client

Our client is a publicly traded, financially sound, 40+ year-old company.  Providing IT and Technical staffing in the New York tri-state region and across the country.  Respected and networked in growing fields like New Media, Publishing, Finance, Investment Banking, Pharmaceuticals, Insurance, and Utilities. 

Prestigious Fortune 1000 companies and dynamic Internet eCommerce customers depend on their expertise.  75% have been with them 10+ years.  Reliability and relationships mean opportunity for you! 

Want exciting projects or excellent opportunities for full-time employment? 

Challenging work that utilizes your skills starts here. 

Experience Required for Your Success
  • BA/BS degree or equivalent
  • 1+ year of experience in financial services
  • Previous client facing, middle office or operations financial services experience
  • Some knowledge of capital market products
  • Strong analytical and creative suctioning abilities
  • Strong communications and presentation skills
  • Strong organization skills with high attention to details
  • Spoken and written foreign language skills preferred
What Do You Think?

Does your experience reflect what it takes to be successful in this role? Do the work and challenges get you excited about what's possible? Apply here.

Not exactly? Join Our Talent Community, and we'll let you know of additional opportunities.


Optional. 20 MB file size limit. Supported file types.

Upload your Resume
I have read and accepted the Terms & Privacy Policy
I agree to be part of PSG's Talent Community and be profiled to other jobs that match my skills