What are the responsibilities and job description for the Onboarding & Implementation Analyst – Financial Products position at Phyton Talent Advisors?
Our Client, a Global Financial Services Firm, is seeking a Client Onboarding Analyst in their Dallas, Texas location.
Key Responsibilities
- Manage multiple requests while ensuring timely delivery of project milestones and deliverables
- Evaluate project scope and plans, recommending process improvements and efficiencies
- Build and maintain relationships with cross functional teams and third party vendors
- Develop project trackers and lead meetings to communicate progress, milestones, and risks Identify gaps in workflows and execution, implementing solutions to improve outcomes
- Foster long term relationships with stakeholders and business partners
- Review and interpret financial and legal entity documentation from multiple sources
- Develop expertise in proprietary products and business lines through hands on engagement
- Collaborate to implement new workflows and operational processes
Qualifications
- 3-5 years of experience in a regulatory, compliance, or process driven environment
- Exposure to derivatives trading preferred
- Familiarity with client onboarding documentation
- Ability to manage competing priorities in a fast paced environment
- Strong analytical, project management, and problem solving skills
- Excellent communication and presentation skills
- Foundational understanding of financial services and investment management operations
- High attention to detail with a strong focus on quality and process improvement
- Collaborative mindset and ability to work effectively across teams and seniority levels
- Proficiency in Microsoft Office with strong Excel skills preferred