Drive seamless financial services — transform client onboarding into a secure, efficient, and customer-focused experience.
Warsaw-based opportunity with a hybrid work model, including up to 2 remote days per week.
As a Mid-Level Financial Services Client Onboarding Analyst, you will be working for our client, a financial services organization focused on delivering secure and efficient account opening and client onboarding services. You will support customers and internal partners by managing documentation, system setups, and onboarding requirements while ensuring high standards of accuracy, compliance, and service quality.
Your main responsibilities:
- Manage day-to-day client onboarding activities, including in-process, pending, and service-related cases.
- Review and issue documentation in line with account opening requirements.
- Interact with clients and internal partners to clarify requirements and resolve onboarding-related issues.
- Perform system setups and ensure timely, accurate delivery of onboarding functions.
- Collaborate with Compliance, Business Risk, KYC, Account Opening Quality Control, Tax, and other partner teams.
- Handle urgent and escalated cases while managing client and internal team expectations.
- Participate in client onboarding projects and manage cross-functional relationships.
- Maintain strong risk and control standards by following applicable processes, policies, regulations, and procedures.
You're ideal for this role if you have:
- 3–5 years of experience in documentation review, client onboarding, account opening, or client contact within financial institutions.
- Experience working directly with clients or customers.
- Strong knowledge of Microsoft Office applications.
- Excellent written and verbal communication skills.
- A proactive, collaborative approach combined with the ability to work independently.
- The ability to prioritize tasks in a structured, high-volume, time-sensitive, and high-risk environment.
- Strong attention to detail, motivation, persistence, and willingness to learn.
- Experience handling urgent cases and escalations while maintaining service quality.
Language Required for the role: Fluent English.
Eligibility for the role: Only candidates with an existing legal right to work in the European Union will be considered for this role.
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Interested? Apply now and include your CV (preferably in English) along with a statement confirming your consent to the processing and storage of your personal data.
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