Sr Client Onboarding Analyst

6 days ago

Tampa, United States FIA Tech Full time
Job DescriptionJob DescriptionJob Title: Sr Client Onboarding Analyst (Hybrid)
Company: FIA Tech
Location: Tampa, Florida - would consider NYC area

About US:  FIA Tech is the leading technology provider to the exchange traded derivatives industry. Owned by a consortium of twelve leading clearing firms and the Futures Industry Association (FIA), FIA Tech is committed to serving the industry and launching innovative solutions to improve market infrastructure across the listed and cleared derivatives industry. FIA Tech works in close partnership with the broader industry, including exchanges, clearinghouses, clearing firms and other intermediaries, as well as independent software vendors, buyside firms and end users to bring efficiency to the exchange traded and cleared derivatives industry.  Some of our benefits include company-paid medical, dental, and vision benefits, a 9% company contribution into your 401k, and rich parental leave benefits. Our employees also enjoy having the period from Christmas Eve to New Year’s Day off every year. FIA Tech is proud to be a Great Place to Work Certified.

Position Overview:
We are seeking an experienced and skilled professional to join our Client Onboarding team. The Onboarding Analyst will support the sales process in product overviews and demos, manage end to end client onboarding processes, collaborate with various stakeholders and provide feedback to enhance client experience across various FIA Tech Brokerage and Documentation products. This role offers the opportunity to have a strong voice in the future design of our platforms, be the face of our organization, and contribute significantly to the continued success of our organization. The ideal candidate has a talent for relationship management, accepts the challenge that comes with leading successful implementation projects and can troubleshoot and fix issues. Additionally, knowledge or experience with trading and clearing processes, fee and commission management, and FIA Tech’s suite of products is preferred.

Key Responsibilities:
  • Manage end-to-end client onboarding process, ensuring a seamless and positive experience for new clients.
  • Collaborate with sales, account management, and technical teams to gather necessary information for onboarding.
  • Conduct welcome calls and orientation sessions to introduce clients to products, services, and support channels.
  • Customize onboarding plans based on client needs and ensure timely execution of each step.
  • Serve as the primary point of contact for clients during the onboarding phase, addressing inquiries and resolving issues promptly.
  • Provide training sessions to clients on platform usage, features, and best practices.
  • Work closely with cross-functional teams to identify areas for process improvement and implement enhancements to streamline onboarding procedures.
  • Maintain accurate and up-to-date client records and documentation.
  • Create and maintain comprehensive project plans and product enhancement documentation.
  • Monitor client satisfaction and gather feedback to enhance onboarding processes and overall client experience.
  • Collaborate with the sales team to identify upsell and cross-sell opportunities during the onboarding process.
  • Partner with new companies and lead their onboarding projects to FIA Tech systems.
  • Serve as the key liaison between client and internal FIA Tech stakeholders.
  • Support customer testing and operation of FIA Tech’s systems including creating and maintaining test plans, utilizing internal tools to document, track and close all customer incidents/questions.
  • Join FIA Tech Working and User Groups to advocate for new product adoption, gain client feedback, etc.
  • Achieving excellent understanding of FIA Tech’s products, functionality, and workflows as well as external products that affect our industry.
Qualifications:
  • Bachelor’s degree in finance, Economics, Business, or related field
  • Proven experience in client onboarding or customer success roles
  • Knowledge of or exposure to derivatives markets is preferred.
  • Strong communication and interpersonal skills
  • Strong analytical and problem-solving skills.
  • Technical skills, efficiency in excel, knowledge of SQL and visualization tools preferred.
  • Ability to work collaboratively in a fast-paced, dynamic environment.
  • Detail-oriented with excellent organizational and time-management abilities
  • Problem-solving skills and the ability to think strategically about client needs.
  • Customer-centric mindset with a commitment to delivering exceptional service.
  • A willingness to adapt to evolving processes and technologies.

Powered by JazzHR

FQwIBl5xzk

  • Sr Client Onboarding Analyst

    3 weeks ago

    Tampa, United States FIA Tech Full time

    Job Title: Sr Client Onboarding Analyst (Hybrid/Remote)Company: FIA TechLocation: Tampa, FloridaAbout US: FIA Tech is a dynamic and growing Software-as-a-Service technology company that supports over 8,000 global finance and trading firms. Our systems solve the most pressing operational and technological challenges for participants, including buyside firms,...

  • Client Onboarding Analyst

    4 weeks ago

    Tampa, United States FIA Tech Full time

    Job Title: Client Onboarding Analyst (Hybrid/Remote)Company: FIA TechLocation: Tampa, FloridaAbout US: FIA Tech is a dynamic and growing Software-as-a-Service technology company that supports over 8,000 global finance and trading firms. Our systems solve the most pressing operational and technological challenges for participants, including buyside firms,...

  • Client Onboarding Analyst

    4 weeks ago

    Tampa, United States FIA Tech Full time

    Job Title: Client Onboarding Analyst (Hybrid/Remote)Company: FIA TechLocation: Tampa, FloridaAbout US: FIA Tech is a dynamic and growing Software-as-a-Service technology company that supports over 8,000 global finance and trading firms. Our systems solve the most pressing operational and technological challenges for participants, including buyside firms,...

  • Client Onboarding

    2 weeks ago

    Tampa, United States Experis Full time

    Role: Client Onboarding & Implementation Analyst – Corporate Banking Location: Tampa, FL (Hybrid – 3 days onsite per week) Position type: 4+ months with high possibility of extension/Conversion as FTE Pay range: $45- $50/hr on W2 (All inclusive) Job description: Business Implementation and Onboarding Analyst. Analyst will work to support the due...

  • Client Onboarding Specialist

    2 weeks ago

    Tampa, Florida, United States FIA Tech Full time

    Job OverviewPosition Title: Client Onboarding Analyst (Hybrid/Remote)Company: FIA TechLocation: Tampa, FloridaAbout UsFIA Tech is an innovative and expanding Software-as-a-Service technology firm that caters to over 8,000 global finance and trading entities. Our solutions address critical operational and technological challenges faced by participants,...

  • Business Onboarding Analyst

    2 weeks ago

    Tampa, United States Axelon Services Corporation Full time

    Global Financial Firm located in Tampa, FL has an immediate contract opportunity for an experienced Business Onboarding Analyst "This role is currently on a Hybrid Schedule. You will need to have reliable internet, computer and android or iphone for remote access into the client systems during remote work. We will be expected in the office weekly 3...

  • Business Onboarding Analyst

    2 weeks ago

    Tampa, United States Axelon Services Corporation Full time

    Global Financial Firm located in Tampa, FL has an immediate contract opportunity for an experienced Business Onboarding Analyst"This role is currently on a Hybrid Schedule.You will need to have reliable internet, computer and android or iphone for remote access into the client systems during remote work.We will be expected in the office weekly 3 days...

  • Business Onboarding Analyst

    2 weeks ago

    Tampa, United States Rose International Full time

    Description:Business Implementation and Onboarding Analyst will work to support the due diligence, account opening, and entitlements conducted during client onboarding. The analyst will interact directly with Transaction Managers and with high-value internal and external clients to fulfill critical business requirements. Analyst...

  • Client Onboarding Analyst

    2 weeks ago

    Tampa, United States Collabera Full time

    Job DescriptionJob DescriptionReviewing potential new client profiles to determine the appropriate level of due diligence information required.Working with the Transaction Managers to complete account set-up, and entitlements and work with related areas such as billing and operations to ensure complete client profile is completed and maintained.Review...

  • Business Onboarding Analyst

    2 weeks ago

    Tampa, United States Motion Recruitment Full time

    Grow your career as a Business Onboarding Analyst with an innovative global bank in Tampa, FL. Contract role with strong possibility of extension. Will require working a hybrid schedule 2-3 days onsite per week. Join one of the world's most renowned global banks and trusted brand with over 200 years of continuously evolving financial services worldwide....

  • Client Onboarding Specialist

    7 days ago

    Tampa, Florida, United States FIA Tech Full time

    Job OverviewFIA Tech is a leading provider of Software-as-a-Service technology solutions for the global finance and trading industry. We are seeking an experienced Client Onboarding Specialist to join our team and support the sales process, manage end-to-end client onboarding processes, and collaborate with various stakeholders to enhance client...

  • Business Onboarding Specialist

    1 week ago

    Tampa, Florida, United States Axelon Services Corporation Full time

    Job Description:Axelon Services Corporation is seeking a highly skilled Business Onboarding Analyst to join our team. As a Business Onboarding Analyst, you will play a critical role in supporting the due diligence, account opening, and entitlements conducted during client onboarding.Key Responsibilities:Client Onboarding: Review potential new client profiles...

  • Sr. Credit Analyst

    2 weeks ago

    Tampa, United States First Horizon Bank Full time

    Location:  On site at location listed in job posting Summary The Credit Analyst, Sr position provides high level analytical support in underwriting/analyzing commercial credit facilities and assisting Portfolio Managers and Relationship Managers in managing customer relationships. A Senior CA will be expected to provide credit analysis support for assigned...

  • Client Integration Specialist

    2 weeks ago

    Tampa, Florida, United States FIA Tech Full time

    Job Title: Client Onboarding Analyst (Hybrid/Remote)Company: FIA TechAbout Us: FIA Tech is a progressive Software-as-a-Service technology firm that caters to over 8,000 finance and trading organizations worldwide. Our solutions address critical operational and technological challenges faced by various participants, including buyside firms, end users, Futures...

  • Sr. Enterprise Analyst

    1 week ago

    Tampa, United States Strategic Staffing Solutions Full time

    STRATEGIC STAFFING SOLUTIONS HAS AN OPENING! This is a Contract Opportunity with our company that MUST be worked on a W2 Only. No C2C eligibility for this position. Visa Sponsorship is Available! The details are below. Job Title: Sr. Enterprise Analyst – Desktop Infrastructure Location: Ybor City, FL ***5 days a week on-site for first 90 days. Then...

  • Client Integration Specialist

    2 weeks ago

    Tampa, Florida, United States FIA Tech Full time

    Job OverviewPosition Title: Client Onboarding Analyst (Hybrid/Remote)Company: FIA TechAbout Us: FIA Tech is an innovative and expanding Software-as-a-Service (SaaS) technology firm that caters to over 8,000 finance and trading organizations worldwide. Our platforms address critical operational and technological challenges faced by participants, including...

  • Onboarding Project Manager

    7 days ago

    Tampa, Florida, United States FIA Tech Full time

    Job OverviewFIA Tech is a leading provider of Software-as-a-Service technology solutions for the global finance and trading industry. We are seeking an experienced Client Onboarding Specialist to join our team and support the sales process, manage end-to-end client onboarding processes, and collaborate with various stakeholders to enhance client...

  • Sr. Business Systems Analyst

    2 weeks ago

    Tampa, United States C4 Technical Services Full time

    Sr. Business Systems Analyst Work Location: Remote *FLSA classification: Exempt Computer Professional *Work Authorization Status: USC or GC Holder JOB SUMMARY: The Senior IT Business Systems Analyst helps client areas achieve their objectives by serving as a resource across functional boundaries and business areas in the analysis of business and user...

  • Sr Business Analyst

    2 weeks ago

    Tampa, United States Thrive Recruiting Full time

    About the job Sr Business Analyst Job Description: Being a member of the Intelligent Automation (IA) Center of Excellence, you will be responsible for managing automation pipeline from an end-to-end perspective, including but not limited to managing requirements, capturing current state process, defining future state process, managing relationships with...

  • Service Now Analyst Sr.

    2 months ago

    Tampa, United States Tampa General Hospital Full time

    Job Summary The Svc Now Analyst Sr acts as a key facilitator between the business, IT, and project team to assist in improving processes, development efforts, services and tools using data analytics to gather business, technical, and functional requirements, document processes and workflows, and deliver data-driven recommendations and solutions. Core...