Client Onboarding Analyst

My client are a private bank based in Mayfair. There are currently hiring for a Client Onboarding Analyst to join their team on a permanent basis. This role will be reporting to the Head of client onboarding.

Duties and responsibilities of the Client Onboarding Analyst

• Reviewing account opening submissions including checking data in the account opening workflow tool for accuracy
• Liaising with the front office teams to provide feedback on account opening submissions and offer advisory support when needed
• Supporting the Client Onboarding Team with managing the end-to-end process for new client account openings
• Adding and monitoring document issues related to new client account openings
• Managing the archiving of client documentation received for new client account openings
• Updating the banking systems for new client account openings
• Assisting in/managing ad-hoc projects to remediate data on banking systems and/or client documentation, improving existing processes and procedures, or testing new system updates
• Support the wider Client Lifecycle Management Team if and when required

Competencies

• Attention to detail and problem solving skills
• Understanding of KYC/CDD requirements and different client types
• Excellent interpersonal, written and verbal communication skills
• Excellent time management skills and ability to multi-task and prioritise work, as well as being able to stop/start tasks when reprioritised
• Flexibility to wear "many hats" and get involved with more than what the everyday role requires, taking on additional responsibilities when required
• Ability to suggest improvements and be open to improvements/suggestions on tasks you may be working on
• Proficiency in MS Office (Word, Excel and Outlook)
• Strong IT skills; learn to use multiple systems interchangeably for the completion of everyday tasks
• Strong organisational and planning skills in a fast-paced environment
• Work collaboratively, demonstrating initiative and ownership of tasks and issues