Onboarding Business Analyst

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The Opportunity

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

  • Work with clients and sales teams to obtain necessary documentation for account opening and Know-Your-Customer requirements.
  • Liaise with client on obtaining tax forms and supporting documentation.
  • Support and monitor the timely and accurate execution of sales and client requests to the group.
  • Populate 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.
  • Partner with internal departments to ensure a smooth onboarding experience for the client and that all required documentation is on file.
  • Utilize well-developed working knowledge of the business & the upstream and downstream influences to achieve optimal client experience.
  • Follow up with clients in a timely, professional manner.
  • Manage your own pipelines and be aware of when to escalate issues to the Client Onboarding Manager.
  • Deliver overall client satisfaction while at the same time meeting the firm's global audit, compliance, risk and control requirements.

The pay we're offering is 22 per hour. 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
  • Strong onboarding and KYC background
  • Client Relationship experience in Financial Services operations roles is preferred
  • Comfortable in a fast paced, multi-tasked environment
  • Excellent leadership and teamwork skills
  • Strong analytic ability, attention to detail and strong problem solving skills
  • Ability to communicate (written/verbal) effectively at all organizational levels.
  • Ability to build relationships quickly and to gain respect/influence with key clients/internal contacts
  • Strong customer service skills
  • Ability to plan and organize workload within tight deadlines, meeting day-to-day objectives as well as longer term strategic goals
  • Comfortable working independently in a dynamic and challenging environment
  • Proficient in Microsoft Office
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.


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