Client Onboarding Analyst
$30 - $33 per hourRussell Tobin
Client Onboarding Analyst - Financial Institutions Group (FNBG) Location: New York, NY | Job Type: Full-time/Contract About the Role We are seeking a detail-oriented Client Onboarding Analyst to support the end-to-end onboarding of institutional clients, ensuring regulatory, legal, and operational requirements are completed accurately and on time. You will work closely with Sales, Legal, Compliance, Operations, and clients to deliver a seamless onboarding experience. Key Responsibilities Manage end-to-end client onboarding and account opening. Coordinate KYC, AML, and due diligence requirements. Support negotiation and execution of trading agreements (ISDA, MRA, CDEA, MSFTA). Partner with internal teams and clients to resolve onboarding requirements. Ensure timely onboarding while meeting regulatory and business deadlines. Deliver excellent client service and support process improvements. Qualifications 1-3 years of experience in Client Onboarding, KYC/AML, Investment Operations, Financial Services, or Client Services. Strong communication, organizational, and multitasking skills. High attention to detail and client-focused mindset. Knowledge of onboarding, KYC/AML, and trading agreements (ISDA, MRA) is preferred. Pay Range- $30.00 - $33.00/hour Benefits Info Russell Tobin offers eligible employee’s comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors. #J-18808-Ljbffr Russell Tobin
- Client Onboarding Senior Analyst Location(s): Warsaw, Mazovia, Poland Job Type: Hybrid Posted: Apr. 15, 2026 Job Overview Are you looking for a career move that will put you at the heart of a global financial institution? Then bring your skills to Citi. By Joining...SuggestedFlexible hours
- Spectraforce Technologies in New York, NY is seeking a CW Analyst to manage client onboarding for sponsored repo and related agreements. The role focuses on onboarding and document negotiation to support timely settlement and regulatory compliance, with a six-month duration...Suggested
- Required Skills Strong understanding of fund accounting principles and asset servicing operations. Experience in client onboarding and financial data validation. Hands‑on experience querying enterprise databases such as Snowflake and Oracle. Strong SQL and data analysis...Suggested
- Client Onboarding Junior Analyst Job Req Id: 26982713 Location(s): Budapest, Budapest, Hungary Job Type: Hybrid Posted: Aug. 05, 2026 Discover your future at Citi Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,00...SuggestedFull timeCasual workWork at officeLocal areaWork from homeHome officeFlexible hours
- Client Onboarding Analyst - Officer The Reference Data Services Analyst 2 is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets...Suggested
$145k - $150k
...DescriptionAres is seeking a Senior Associate to serve as a Business Analyst within Client Platforms, the engineering team responsible for all client-... ...the Institutional Investor Lifecycle such as investor onboarding and post-close servicing. In addition to traditional...Full timeTemporary workWork experience placementFlexible hours- A top-tier bank in Midtown is seeking a KYC Analyst for a temporary-to-permanent position. The successful candidate will ensure that KYC... ...complete. You will drive relationships with business units and clients, act as a primary contact, and liaise with various internal...Permanent employmentTemporary work
$70k - $130k
Management Consultant - Client Onboarding and Data Migration This range is provided by VFL Management Consulting. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $70,000.00/yr - $130,000.00/yr Direct...Immediate start$70k - $90k
...liquidity, market access and infrastructure services to clients in the energy, commodities and financial markets. The Group... .... For more information visit Purpose of Role The Onboarding - Business & Data Analyst is responsible for driving process improvement, data transparency...Immediate start- Revelio Labs, Inc. is seeking a Client Success Data Analyst who thrives at the intersection of data analysis, client engagement, and product expertise... ..., you’ll serve as the primary data-related contact for onboarding, ongoing engagement, and day-to-day needs. #J-18808-...Remote job
$25 - $37 per hour
...report development process, participating in client meetings to understand needs and develop... ...report deployment, including user onboarding. Job expectations include developing, maintaining... ...looking for a seasoned Client Reporting Analyst. Responsibilities Designs, develops,...Shift workDay shift- ...and its strategic presence in Switzerland and currently manages client assets of 140 billion euros. ODDO BHF has around 3,000... ...Autonomous analysis and documentation of client lifecycle and onboarding processes Encouraging innovation and maintaining links with different...Full timePart timeTraineeshipInternshipRemote workFlexible hours
- ...Position We are looking for an Anti-Money Laundering (AML) and Onboarding Analyst to help our Legal & Compliance team implement complex and... ...documentation in a compliance, corporate paralegal, or client services role is preferred Resourceful; able to seek out answers...
$75k - $85k
NewEdge Wealth LLC. is seeking a Client Service Analyst in New York City to enhance the client experience by providing exceptional service and operational support. Responsibilities include educating clients on account services, processing service requests, and maintaining...- A consulting firm based in New York is seeking a Management Consultant specializing in Client Onboarding and Data Migration. This professional will manage crucial projects for wealth management clients, focusing on data integration and reporting accuracy. Ideal candidates...Immediate start
- Ranson Barnes Recruitment Ltd is recruiting for Project Delivery Managers to lead end-to-end client onboarding and delivery of software-based projects from initiation to go-live. In a fast-paced environment, you will coordinate internal teams and third-party suppliers,...
$16.23 - $33.32 per hour
...Treasury Management Sales Officers, providing a best-in-class onboarding experience and relationship management. You'll act as a liaison... ...with various departments, ensuring accurate document handling and client communication. The role requires strong knowledge of bank...- Veriipro is seeking a professional in New York, NY, to support client onboarding within fund accounting and asset servicing operations. The ideal candidate will have a strong foundation in fund accounting principles, client onboarding, and financial data validation. Responsibilities...
- As a Full-Time Analyst in the Asset Management Client team, you will partner with our senior business leaders to develop strategies that support our clients' needs and collaborate with teams that manage and distribute investment solutions across asset classes for institutions...Rotational programFull timeImmediate startVisa sponsorship
- Overview Position: Client Reporting Operations Analyst (Private Equity & Private Debt) Location: New York City, NY (Onsite 5 days) Duration: Contract (W2 Candidate Only) Responsibilities 7 years of experience in client reporting, fund operations, or investor services within...Contract work
- Holly is hiring a Deployment Analyst to help government clients learn, onboard, and leverage analytics to turn projects into actionable product capabilities. You will own client education, support, and hands-on analysis at the intersection of implementation and consulting...
$30 - $34 per hour
...designing new products in line with the values of our Houses, through a process of permanent creativity.MAIN PURPOSEThe Client Data and Insights Analyst will support client data related projects and daily activities. You will be a client data subject matter expert,...Permanent employmentFull timeWork at officeLocal area$95k
Analyst, Client Service (Entry-Level, New York and San Francisco) New York *Eligible candidates are undergraduate seniors expected to graduate... ...management and banking solutions Help to execute new client onboarding, account transfers and drive tactical account updates &...Summer workCasual workWork at office$60k - $70k
Analyst, Implementation (Client Connectivity) Analyst, Implementation (Client Connectivity) This range is provided by Hazeltree . Your actual pay... ...with clients on ETA · Managing & troubleshooting the onboarding process of new funds/accounts (including creating users,...Full timeWork at officeRemote workVisa sponsorship$110k - $135k
## Analyst - Synthetic Prime, Client ServicesPostulerremote type: Sur placelocations: New York, New Yorktime type: Temps pleinposted on: Publié aujourd... ...and Allocation, client cash settlements, new client onboarding, client reporting and audits, lifecycle, and...Temporary workWork at officeLocal areaWork from homeFlexible hours$90.64k - $113.3k
...robust suite of fintech software supports clients such as Stash, Betterment, SoFi, Webull,... ...This Role The Senior Client Delivery Analyst is a detail-oriented, proactive, and customer... ...-focused professional with expertise in onboarding fintech clients in the financial...Work experience placementWork at officeWork from home- Senior Business Analyst - Client Data & Analytics About the Opportunit yOur client, a leading global investment management firm, is seeking a Senior Business Analyst to join a strategic Client Data & Analytics team. This group is responsible for enhancing the firm's client...Flexible hours
- A leading investment firm in New York is seeking a Client Operations Analyst to support high-net-worth portfolios in onboarding, cash management, and regulatory compliance. The role requires 2-4 years experience in wealth management or investment operations, proficiency...
- Buyers Edge Platform, LLC is seeking a Data Integration Analyst I to bridge customers, business partners, and internal teams, ensuring... ...transformations for multiple partners. Strong Excel skills and client interaction are essential for success. #J-18808-Ljbffr Buyers...
- bswift is seeking a Client Analyst II for a temporary role through the end of the year with potential to convert to full-time. You will support client benefits websites, process files, and respond to participant inquiries from our remote team across the country. You will...Full timeTemporary workRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Onboarding Analyst. Be the first to apply!
- review analyst New York, NY
- operational due diligence analyst New York, NY
- design analyst New York, NY
- programmatic analyst New York, NY
- health program analyst New York, NY
- recruiting analyst New York, NY
- corporate actions analyst New York, NY
- security operations center soc analyst New York, NY
- hospitality analyst New York, NY
- settlements analyst New York, NY

