Client Onboarding Analyst

We’re supporting a major financial services provider in hiring an Onboarding Analyst to sit within their Managed Services team, working closely with an Investment Management firm. This role is centred on onboarding and KYC activities, with a particular focus on bank loan and derivatives onboarding workflows.

Requirements

• 1 - 2 years’ experience in a regulatory, KYC, onboarding or wider financial services operations role
• Exposure to derivatives or bank loan documentation is strongly preferred
• Familiarity with KYC constitutional documents and onboarding processes
• Excellent project management, analytical and problem-solving capability
• Strong communication skills with confidence in managing client expectations
• Ability to work under pressure and manage conflicting priorities
• Highly organised with meticulous attention to detail
• Strong Excel and general Microsoft Office proficiency

Benefits

• 12-month contract
• Hybrid role, with 2 - 3 days a week in the office
• Paying between $40,000 - $50,000 per annum