Title: Client Onboarding Analyst
Location: Tampa, FL (Hybrid)
Duration: 12+ months (possible extension/conversion)
Description
Business Implementation and Onboarding Analyst. Analyst will work to support the due diligence, account opening, and entitlements conducted during client onboarding. The analyst will interact directly with Transaction Managers and with high-value internal and external clients to fulfill critical business requirements. Analyst responsibilities include reviewing potential new client profiles to determine the appropriate level of due diligence information required. Working with the Transaction Managers to complete account set-up, entitlements, and work with related areas such as billing and operations to ensure complete client profile is completed and maintained. Review received information for accuracy and submit the information to support teams for processing. Use internal client systems to process client information including required regulatory disclosures and help process annual reviews. Communicate directly with various support teams to ensure the accurate and timely completion of records. Prioritize and track workflow to ensure records are completed within the necessary timeframe and escalate as needed to the senior management team.
General experience in Corporate Banking. Knowledge and experience with client onboarding and account opening processes. Experience with Agency & Trust products would be beneficial. Must be able to work in a team environment, interacting with Sales, Admin, Operations, and Product. Strong organization and time management skills expected with ability to prioritize accordingly. Proactive and able to operate independently with minimal management. Strong communication skills. Skilled with Excel and proficient with Microsoft Outlook and Word.
Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations tproduce game-changing results that help everyone achieve their ambitions and goals.
Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit https://dexian.com/ tlearn more.
Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard trace, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.
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