
Client Onboarding Analyst
Are you a detail-oriented and customer-focused individual looking for an exciting opportunity in the banking industry? Come join the Client Onboarding team at Barclays! As a Client Onboarding Analyst, you will play a crucial role in ensuring a smooth and efficient onboarding process for our valued clients. We are seeking a highly organized and proactive individual with excellent communication skills and a strong understanding of banking and financial products. If you thrive in a fast-paced environment and have a passion for delivering exceptional service, we want to hear from you!
- Conduct thorough and accurate client onboarding procedures in accordance with company policies and procedures.
- Ensure all required documentation is collected and verified for new client accounts.
- Communicate with clients to obtain necessary information and resolve any issues or concerns during the onboarding process.
- Collaborate with various internal departments to facilitate a seamless onboarding experience for clients.
- Maintain detailed and organized records of client information and onboarding progress.
- Proactively identify and escalate any potential risks or issues that may impact the onboarding process.
- Stay up-to-date on banking industry regulations and compliance requirements.
- Provide exceptional customer service to clients throughout the onboarding process and beyond.
- Assist in developing and implementing process improvements to enhance the onboarding experience.
- Collaborate with team members to ensure timely completion of all onboarding tasks.
- Act as a subject matter expert on banking and financial products to assist clients with any questions or concerns.
- Uphold the company's values and maintain a professional and positive attitude at all times.
- Continuously strive to meet and exceed performance goals and targets.
- Participate in training and development opportunities to enhance knowledge and skills.
- Maintain confidentiality and protect sensitive client information at all times.
Bachelor's Degree In Finance, Business Administration, Or A Related Field.
Excellent Communication And Interpersonal Skills To Effectively Interact With Clients And Internal Stakeholders.
2-3 Years Of Experience In Client Onboarding Or A Similar Role In The Financial Services Industry.
Strong Knowledge Of Kyc (Know Your Customer) And Aml (Anti-Money Laundering) Regulations.
Proficiency In Relevant Software And Systems, Such As Salesforce, To Manage Client Data And Documentation.
Communication Skills
Data Analysis
Time Management
Attention to detail
customer service
Compliance Knowledge
Risk assessment
Client Relationships
Problem-Solving
Documentation management
Onboarding Process
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
creativity
Critical thinking
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Client Onboarding Analyst in Noida, Uttar Pradesh, India is between ₹3,00,000 and ₹5,00,000 per year. This can vary depending on factors such as the company, experience level, and specific job duties.
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Barclays plc is a British multinational investment bank and financial services company, headquartered in London. Apart from investment banking, Barclays is organised into four core businesses: personal banking, corporate banking, wealth management, and investment management.

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