29 client onboarding analyst jobs at 21 companies in United States
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Client Onboarding Senior Analyst
New York City, New York, United States
$100k-$110k/yr HybridFull Time
2+ YOERequires 2–4 years in KYC, client onboarding, or client experience within CIB or financial services; strong analytical and communication skills; degree-level education; Spanish preferred.
World-Check, OFAC
1mo
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Client Onboarding Associate Analyst
Getzville, New York, United States
$55k-$68k/yr HybridFull Time
Client-facing operations role supporting account opening and maintenance, document verification, regulatory reviews, and client communication; bachelor\u0002s degree or equivalent required.
1mo
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Client Onboarding Associate Analyst
Getzville, New York, United States
$55k-$68k/yr HybridFull Time
Client-facing or operations experience, knowledge of capital market products, strong analytical, communication and organization skills; Bachelor’s degree or equivalent experience required.
1mo
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Client Onboarding Associate Analyst
Getzville, New York, United States
$55k-$68k/yr HybridFull Time
Requires client-facing, middle office, or financial services operations experience; capital markets knowledge; strong analytical, problem-solving, organizational, and communication skills.
Artificial intelligence (AI)
5d
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Client Data Onboarding Analyst
Florida, United States
HybridFull Time
Requires exceptional written and verbal communication, client relationship management, project coordination, documentation accuracy, problem-solving, and cross-functional collaboration with technical and data teams.
3w
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Addepar Onboarding Analyst
New York City, New York, United States
$70k-$90k/yr HybridFull Time
3+ YOEBachelor's degree and 3+ years of relevant experience in client onboarding, marketing, or project management. Requires advanced Excel and PowerPoint, communication, organization, financial reporting, and private investment knowledge.
Microsoft Excel, Microsoft PowerPoint, Monday.com, Addepar
2mo
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Senior Analyst, U.S. Client Onboarding (265484)
Dallas, Texas, United States
OnsiteFull Time
2+ YOE2-4 years in financial services, knowledge of US KYC/AML, sanctions and FATCA, bachelor's degree in business or related field (or equivalent experience), strong communication, analytical and project management skills.
1mo
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Global Wealth, Onboarding Analyst, NYC
New York, New York, United States
$80k-$110k/yr OnsiteFull Time
1+ YOE1+ years financial services operations or client service experience preferred; BA/BS preferred; strong Excel, Word, PowerPoint, Outlook skills; ability to multitask, exercise judgment, and handle confidential information.
Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Microsoft Excel
1mo
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Client Relationship Analyst
Arlington, Virginia, United States
$35k-$90k/yr OnsiteFull Time
Assist financial advisors by servicing client accounts, executing money movements, onboarding and maintaining accounts, and supporting client communications; Series licensing required and strong Microsoft Office skills.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
1mo
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Sr Client Delivery Analyst
New York City or Austin
$91k-$113k/yr HybridFull Time
5+ YOEBachelor's or equivalent,5+ years client onboarding in financial services/broker-dealer environments,knowledge of custodian onboarding,project management skills,FINRA SIE and Series 99 required or willingness to obtain.
Orion, Advyzon, Docupace, AdvisorArch, Calm
3mo
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Registered Client Relationship Analyst
Indianapolis, Indiana, United States
OnsiteFull Time
Provide client service/support to financial advisors; execute money-movement transactions; onboard and maintain accounts. Requires Series 7 and Series 66 or Series 63+65, high school diploma (college preferred), Microsoft Office skills, and 2+ years industry experience preferred.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
2w
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Compliance Risk Analyst, Client Onboarding
United States
$100k-$115k/yr RemoteFull Time
1+ YOERequires 1–4 years in compliance, risk, underwriting, merchant acquiring, financial services, fintech, or related work; due diligence and screening experience; strong analytical skills; and a bachelor's degree or equivalent experience.
Persona, Jira, Zendesk
2mo
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Lead - Business Analyst (Gurugram, HR, India)
Gurugram or United States or Canada
OnsiteFull Time
9+ YOE9+ years business analyst experience in financial services or customer data platforms; expertise in client onboarding/KYC, client data models, APIs, Agile; strong stakeholder management, documentation, and Gen AI tool experience.
Salesforce, Sales Cloud, Service Cloud, Cursor, CoPilot, Claude, JIRA, Confluence, Agile, Scrum
1mo
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Deployment Analyst
New York City or California
$80k-$100k/yr HybridFull Time
Client onboarding/support and analytics experience, strong writing and process skills, AI fluency, ability to run consulting projects and produce client-ready analysis.
Claude, ChatGPT
2mo
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Risk Analyst
New York, New York, United States
$73k-$80k/yr OnsiteFull Time
1+ YOE1+ year professional/legal office experience; experience with client onboarding, conflict-resolution rules, corporate structure research, strong communication, organization, and attention to detail; IntApp Open experience advantageous.
IntApp Open
6d
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Client Lifecycle Management Inter-Capability Process & Design Workstream Lead Business Analyst
Chicago, Illinois, United States
$115k-$195k/yr HybridFull Time
Requires financial services experience, business architecture and process design expertise, cross-functional initiative leadership, complex workstream management, and strong stakeholder management; CLM, onboarding, KYC, or lifecycle experience preferred.
1mo
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Senior Investor Services Analyst
San Francisco, California, United States
$70k-$95k/yr HybridFull Time
2+ YOEProvide investor services including onboarding, record maintenance, reporting, capital activity and client correspondence; 2+ years financial services experience, strong attention to detail and client communication.
Microsoft 365, Intralinks, Investment Café, Allvue, InvestorVision, Allvue CRM
5d
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PS Business Analyst IV
Georgia, United States
RemoteFull Time
9+ YOERequires 9–12 years in financial services involving customer acquisition and client interaction, customer onboarding experience, excellent communication, and familiarity with banking systems; Agile and Salesforce are advantageous.
Terafina, FIS, Temenos, Fiserv, Jack Henry, Lending 360, Salesforce, Agile
4d
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Treasury Implementation Analyst
Utah, United States
$73k-$130k/yr RemoteFull Time
2+ YOERequires 2+ years in software implementation, customer onboarding, treasury, banking, payments, or related technical solutions, plus API integration, project coordination, requirements gathering, client communication, and stakeholder management.
API, Banking-as-a-Service (BaaS), Finxact, Fiserv, ACH, microservices
1w
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Trading Support Analyst (VN3038)
Chicago, Illinois, United States
$105k-$115k/yr OnsiteFull Time
2+ YOERequires 2+ years supporting front-end trading systems and global exchanges, plus exchange connectivity, client onboarding, FIX messaging, database queries, and Excel experience.
Fidessa, TT, Stellar, CQG, WebICE, CME Direct, ICE, CME, Eurex, Microsoft Excel, FIX Messaging Protocol, API
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