The Client Onboard Analyst is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.
Responsibilities:
- Responsible for NAM customer interaction, documentation issuance, review and system setups. Demonstrates high level of diligence, motivation and organizational skills.
- Performs day to day management of the account opening and maintenance processing, including daily management of in-process, pended, and service related activities, ensuring account opening requirements are clearly defined to support all scenarios of account opening and maintenance requirements, to include delivery of very high quality service to customers and internal partners. Responsible for various types of project management in the account services space, and managing cross-functional relationships with all teams.
- Ensures consistent delivery of high quality service to customers through meeting or exceeding customer expectation guided by service level agreements and efficiency/accuracy standards.
- Establishes and maintains close working relationship with clients and within team to facilitate an open and direct communication of issues, needs, queries, etc., in such that these may be responded to in an efficient, prompt and professional manner.
- Embarks on continuous on the job training for end to end product knowledge.
- Understands new customer requirements and ensure adequate support to new customer requirements and initiatives.
- Maintains a strong culture of risk and controls in the team through various processes and check points. Daily deliverable of routine and defined tasks, while developing knowledge of the broader context in which work is being performed.
Qualifications:
- 1-5 years of experience in Documentation review, Account Maintenance and related Cash products preferred
- Demonstrated interpersonal skills, pro-active team player but also able to work independently, with written and verbal communication skills.
- Motivated, persistent, and able to work in a structured, high volume, time sensitive, high-risk environment. Fast learner & strong attention to detail
- Experienced with MS Office Applications. Exposure to Client interaction
- Experienced in handling urgent and escalation cases, manage client and internal team expectations. Advanced knowledge of English (written and spoken)
Education:
- Bachelor’s/University degree or equivalent experience
We offer:
- Competitive salary; annual salary review; annual performance bonus
- Daily collaboration with global teams
- A great environment for learning new technology and tools, online and instructor led training opportunities
- Frequent remote work after full training and probation period
- Social benefits (e.g. private healthcare care, Benefit System, life insurance)
- Working in a friendly multinational environment
- Opportunity to have an influence on the way you perform your tasks - our teams are constantly looking for new and better ways and we encourage all improvement ideas
The role is the afternoon shift supporting NAM (0200pm to 1000pm CEST)