Client Onboarding Analyst

Software Guidance & Assistance, Inc., (SGA), is searching for a Client Onboarding Analyst for a contract assignment with one of our premier financial services clients in Getzville, NY .

Responsibilities :

• Responsible for implementing and managing a smooth and efficient process to handle all aspects of onboarding a client so that they are ready to do business with the firm.
• Liaising with clients and several teams in Sales, Compliance, KYC, Operations, etc. to ensure that time to market is minimized and that transparency can be provided around the process.
• Responsible for the remediation to an existing client population to adhere to CRD6 regulations. Assisting with necessary due diligence of KYC, document gathering, partnership with the business and meeting the necessary deadline.
• Deliver overall client satisfaction while at the same time meeting the firm's global audit, compliance, risk and control requirements
• Owning the onboarding request from end to end
• Ensuring the continued progression of the onboarding request through the processes as quickly and effectively as possible
• Communicating the status to internal and external parties on a regular basis
• Manage the requests in the pipeline and then provide relevant status updates to end users
• Effectively following up in a timely, professional manner
• Manage your own pipelines and be aware of when to escalate issues
• Identify and escalate issues with the processes
• Take an active part in analyzing data on end-to-end processes for tracking turnaround times of deliverables

SGA is a technology and resource solutions provider driven to stand out. We are a women-owned business. Our mission: to solve big IT problems with a more personal, boutique approach. Each year, we match consultants like you to more than 1,000 engagements. When we say let's work better together, we mean it. You'll join a diverse team built on these core values: customer service, employee development, and quality and integrity in everything we do. Be yourself, love what you do and find your passion at work. Please find us at .

SGA is an Equal Opportunity Employer and does not discriminate on the basis of Race, Color, Sex, Sexual Orientation, Gender Identity, Religion, National Origin, Disability, Veteran Status, Age, Marital Status, Pregnancy, Genetic Information, or Other Legally Protected Status. We are committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, and our services, programs, and activities. Please visit our company to request an accommodation or assistance regarding our policy