Client Implementation Analyst

3 miesięcy temu

Warsaw, Polska Infotree Global Solutions Pełny etat

Client Onboarding – Client Implementation Analyst



Join the Global Markets Division



OUR IMPACT

Welcome to the Global Markets Division, where we offer a dynamic and multifaceted environment that collaborates with all sectors of the firm. Our goal? To provide top-notch banking, sales, trading, and asset management services globally. Beyond service delivery, we are committed to risk management and control, safeguarding and augmenting the firm’s assets and reputation.

In the Global Markets Division, we span all product lines and markets, serving as an indispensable partner within the firm. We're involved in developing processes and controls, and specifying systems that ensure precision, timeliness, and integrity in our operations.

Join our Client Implementation team, a core part of Client Onboarding (COB). We play a crucial role in streamlining client onboarding and account opening across various business areas and products. Our primary objective is to collaborate with key stakeholders (including Compliance, Business, FNBG, CIP Due Diligence, Reg DD, and Quality Assurance) to efficiently onboard new clients while prioritizing control and exceptional client service.

We pride ourselves on building strong, enduring relationships with our institutional clients, encompassing asset managers, hedge funds, corporations, financial service providers, fund managers, and private equity funds. The Client Implementation team is dynamic, entrepreneurial, and passionate about the markets, thriving in ever-changing environments and consistently focusing on outstanding client experiences.

RESPONSIBILITIES

  • Lead and drive the client onboarding process across all client types and products.
  • Engage in proactive discussions with Sales/FNBG to manage priorities effectively.
  • Gain comprehensive knowledge of requirements including AML, KYC, and product-to-legal entity alignment.
  • Understand and adhere to Client Onboarding policies and processes.
  • Manage strict deadlines for fund launches, market-specific deadlines, and trade dates.
  • Demonstrate strong written and verbal communication skills.
  • Exhibit excellent organization skills, with the ability to multitask and prioritize effectively.
  • Show a keen attention to detail and a self-driven approach.
  • Maintain a strong orientation towards client service.

SKILLS / EXPERIENCE

  • Preferably experienced in Client Onboarding or a KYC role.
  • Exceptional verbal and written communication skills.
  • Employ a logical and analytical approach to all tasks.
  • Adopt a flexible, proactive, and energetic attitude.
  • Demonstrate strong problem-solving and facilitation abilities.
  • Work independently with minimal supervision.
  • Be a resilient team player, efficient under pressure.
  • Display enthusiasm and a strong desire to learn.
  • Maintain a confident and professional approach to work and team interactions.



COMPETENCIES

  • Technical Skills: Show advanced technical skills, attention to detail, and a proactive approach to learning. Demonstrate excellent client services and risk management skills.
  • Drive and Motivation: Handle multiple tasks effectively, strive for personal improvement, and work tirelessly towards challenging goals.
  • Client and Business Focus: Manage complex requests with ease, establish long-term client relationships, and effectively manage client/business expectations.
  • Teamwork: Prove to be an exceptional team player, collaborate effectively, and acknowledge the contributions of others.
  • Communication Skills: Communicate key points clearly and concisely, share new ideas and information effectively.
  • Judgement and Problem-solving: Plan ahead, anticipate questions, think critically, and analyze complex issues thoroughly.
  • Creativity/Innovation: Seek innovative solutions and improve current processes with practical, realistic ideas.
  • Influencing Outcomes: Present persuasive and sound arguments, influence opinions, and offer strong recommendations.

  • Client Assets Analyst

    2 miesięcy temu

    Warsaw, Polska Infotree Global Solutions Pełny etat

    Client Assets AnalystMORE ABOUT THIS JOBOPERATIONSOperations division is a dynamic, multi-faceted organization that partners with all parts of the firm to provide banking, securities, and asset management services to clients around the world. In addition, Operations provides essential risk management and controls to preserve and enhance the firm's assets and...

  • Client Assets Analyst

    3 miesięcy temu

    Warsaw, Polska Infotree Global Solutions Pełny etat

    Regulatory Operations – Client Assets AnalystThe Operations division is a dynamic, multi-faceted organization that collaborates with all parts of the company to deliver banking, securities, and asset management services globally. It plays a crucial role in risk management and control, safeguarding the company's assets and reputation. Operations is...

  • Implementation Consultant

    2 tygodni temu

    Warsaw, Polska Visa Pełny etat

    Job DescriptionManaging Implementation projects, working closely with client and business to develop and track milestones and schedules for the many moving parts that need to come together. Be responsible for the successful delivery of each client from a technology and project perspective.Providing functional and technical requirements & certification...

  • Client Operations Analyst – M/F/DPermanent contractWarsaw, Poland

    5 miesięcy temu

    Warsaw, Polska Société Générale Assurances Pełny etat

    Client Operations Analyst – M/F/D Permanent contract|Warsaw|Banking operations processing Client Operations Analyst – M/F/D Warsaw, Poland Permanent contract Banking operations processing Responsibilities Tasks and responsibilities: Settlement process on OTC Forex, Interest Rates Derivatives, Money Market, Credit default...

  • Client Project Manager

    2 miesięcy temu

    Warsaw, Polska NTT Pełny etat

    JOB DESCRIPTION Make an impact with NTT DATA Join a company that is pushing the boundaries of what is possible. We are renowned for our technical excellence and leading innovations, and for making a difference to our clients and society. Our workplace embraces diversity and inclusion – it’s a place where you can grow, belong and thrive. Your day at...

  • Client Project Manager

    3 tygodni temu

    Warsaw, Polska NTT DATA Pełny etat

    Job Description Make an impact with NTT DATAJoin a company that is pushing the boundaries of what is possible. We are renowned for our technical excellence and leading innovations, and for making a difference to our clients and society. Our workplace embraces diversity and inclusion – it’s a place where you can grow, belong and thrive.Your day at NTT...

  • Business Analyst

    2 miesięcy temu

    Warsaw, Polska Chabre IT Services Sp. z.o.o Pełny etat

    Working as a Business Analyst, you will:Participate in key IT projects focused on logistics and demand planning, collaborating with dependent areas such as e-commerce, brick-and-mortar sales, services, and after-sales supportCollaborate closely with the project manager, solution architect, IT teams, and business stakeholders.Analyze and assist in accurately...

  • Senior Analyst, Markets, Operational Client Analytics

    1 miesiąc temu

    Warsaw, Polska myGwork Pełny etat

    This job is with Standard Chartered Bank, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. Job Summary The Client Analyst is responsible for gathering and analyzing data from a variety of sources to identify insights and trends to be presented to...

  • Workplace Advisory Analyst

    3 miesięcy temu

    Warsaw, Polska Avanade Pełny etat

    Pair your adaptable, collaborative, curious mindset with your tech skills to help client digitally transform their ways of working. Better experience for air travellers? Data to help a non-profit better serve kids with needs? An Advisory role at Avanade offers you a purposeful career. Know your clients' needs inside out, work with them beginning to end,...

  • IT Analyst

    2 miesięcy temu

    Warsaw, Polska Jit Team Pełny etat

    Salary: 800-1100 PLN/MD on B2BRemote: hybrid from Warsaw Why choose this offer?You can expect a flexible work organizationThe international work environment will give you the opportunity to interact with the English language on a daily basisScandinavian organizational culture will provide you with work-life balance, you will gain time for additional...

  • Software Implementation Technician

    6 miesięcy temu

    Warsaw, Polska Euronet – EFT Segment Pełny etat

    Euronet EFT is searching for a new team member who would become a part of our Project Delivery Team and be more focused on the Implementation process.Key responsibilities: Support Business Analyst to define business needs, processes and system requirements Design solutions based on requirements, functional specifications and gap analysis Translate functional...

  • Business Analyst PL

    4 tygodni temu

    Warsaw, Polska Arthur D. Little Pełny etat

    Overview As Business Analyst at Arthur D. Little you will work on well-defined sub-tasks of the assignment with the close support and guidance of your case manager.  Responsibilities The Business Analyst’s role includes: Gathering facts and analyzing data from various sources Extracting key messages from your research in a clear and...

  • Junior Operations Analyst/Operations Analyst | Treasury Team

    1 tydzień temu

    Warsaw, Polska Deloitte Pełny etat

    Description & Requirements Who we are looking for Considering  growing  cooperation with  leading global investment banks  we are looking for a person to help us participate in  high quality projects , utilising delivery experience and understanding of complex banking solutions. If you want to pursue your career in the  biggest global...

  • Senior Client Manager

    7 dni temu

    Warsaw, Polska NTT DATA Pełny etat

    Job Description Make an impact with NTT DATAJoin a company that is pushing the boundaries of what is possible. We are renowned for our technical excellence and leading innovations, and for making a difference to our clients and society. Our workplace embraces diversity and inclusion – it’s a place where you can grow, belong and thrive.Your day at NTT...

  • Requirement Analyst

    6 miesięcy temu

    Warsaw, Polska b2bnetwork Pełny etat

    Detailed description of work task to be carried outKlient Financial Crime Prevention (FCP) area needs to augment the Requirements Analyst capacity. The resource needs to combine this role part time with supporting the Service Domain / IT Project as pmo capability. Role descriptionSupport Area in PMO workSupport a Workflow Case Investigation Management...

  • Senior Business Analyst CGDP Implementation

    5 miesięcy temu

    Warsaw, Polska skills matter sp. z o. o. Pełny etat

    your future employerour client is an American multinational investment bank and financial services company in New York City. essential infosalary:share your expectationsemployment type: B2Bwork model: hybridlocation: Warsawrecruitment processstage 1: phone call with {skills} matter recruiter (15-30 min)stage 2: interview with a client-side managerstage 3:...

  • Senior Business Systems Analyst

    1 miesiąc temu

    Warsaw, Polska myGwork Pełny etat

    About the RoleWe are seeking a highly skilled Business Systems Analyst to join our team in the card payments area. As a Business Systems Analyst, you will work closely with project managers and customers to define and analyze project requirements, create functional specifications, and implement developed features on the test system.Key...

  • Senior Client Manager

    5 miesięcy temu

    Warsaw, Polska NTT DATA Pełny etat

    Job Description Make an impact with NTT DATAJoin a company that is pushing the boundaries of what is possible. We are renowned for our technical excellence and leading innovations, and for making a difference to our clients and society. Our workplace embraces diversity and inclusion – it’s a place where you can grow, belong and thrive.Your day at NTT...

  • Workplace Advisory Analyst

    1 miesiąc temu

    Warsaw, Polska myGwork Pełny etat

    This job is with Avanade, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. Pair your adaptable, collaborative, curious mindset with your tech skills to help client digitally transform their ways of working. Better experience for air travellers? Data...

  • SAP S/4HANA Controlling Module Implementation Coordinator

    3 miesięcy temu

    Warsaw, Polska HTH Recruitment Pełny etat

    SAP S/4HANA Controlling Module Implementation Coordinator Are you ready for new challenges? Join a dynamic fashion company in Warsaw and play a pivotal role in building a world-class global IT function that is resilient, future-proof, and agile in response to ever-changing demands.Role Purpose:We are looking for a highly skilled SAP S/4HANA Controlling...