Client Onboarding Analyst

Role overview

This opening is for a Client Onboarding Analyst to join a global financial institution’s Client Lifecycle Management function. The position is suited to someone with a background in client onboarding, KYC, AML, client servicing, or financial operations who can work effectively in a fast-moving, deadline-oriented setting.

The assignment is based in Getzville, New York, with a hybrid work arrangement and an expected duration of 6 months, with the possibility of extension or conversion.

What you will do

• Own client onboarding and remediation work from the initial request through final completion.
• Assist with KYC review activities, document gathering, and regulatory remediation efforts.
• Work closely with Sales, Compliance, Operations, and Risk partners to keep onboarding on schedule.
• Monitor incoming onboarding cases, keep records current, and share progress updates with internal and external contacts.
• Handle your assigned queue independently and flag issues that could affect delivery timelines.
• Review onboarding data and processing turnaround metrics to help improve workflows and meet regulatory expectations.
• Provide strong client support while following audit, compliance, and risk requirements.

What we are looking for

• Prior experience in client onboarding, KYC, AML, client services, account opening, or client lifecycle management in financial services.
• Good knowledge of KYC records and regulatory due diligence procedures.
• Clear communication, strong coordination, and effective stakeholder management abilities.
• Comfort managing several priorities in a high-pressure, fast-paced environment.
• Solid analytical capability and hands-on skill with Microsoft Excel.
• Exposure to global banking or other financial institutions is preferred.

Assignment details

Location: Getzville, NY (hybrid)

Duration: 6 months, with potential for extension or conversion

Employment type: Contract