Current jobs related to Sr Client Onboarding Analyst - Tampa - FIA Tech

  • Sr Client Onboarding Analyst

    1 week ago

    tampa, United States FIA Tech Full time

    Job Title: Sr Client Onboarding Analyst (Hybrid/Remote)Company: FIA TechLocation: Tampa, Florida would consider Tri-State areaAbout 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...

  • 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, Florida would consider Tri-State areaAbout 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...

  • Client Onboarding Analyst

    1 month ago

    Tampa, United States Pinnacle Group, Inc. Full time

    Client Onboarding AnalystTampa, Florida, United States (Hybrid schedule)12 Month Contract (Possible Extension or Hire)No option for C2COnly W2Job Duties and Responsibilities:Qualifications: General experience in Corporate Banking. Knowledge and experience with client onboarding and account opening processes. Experience with Agency & Trust products would be...

  • Client Onboarding Analyst

    1 month ago

    Tampa, United States Pinnacle Group, Inc. Full time

    Client Onboarding AnalystTampa, Florida, United States (Hybrid schedule)12 Month Contract (Possible Extension or Hire)No option for C2COnly W2Job Duties and Responsibilities:Qualifications: General experience in Corporate Banking. Knowledge and experience with client onboarding and account opening processes. Experience with Agency & Trust products would be...

  • Client Onboarding Analyst

    1 week ago

    tampa, United States Pinnacle Group, Inc. Full time

    Client Onboarding AnalystTampa, Florida, United States (Hybrid schedule)12 Month Contract (Possible Extension or Hire)No option for C2COnly W2Job Duties and Responsibilities:Qualifications: General experience in Corporate Banking. Knowledge and experience with client onboarding and account opening processes. Experience with Agency & Trust products would be...

  • Client Onboarding Specialist

    1 month ago

    Tampa, Florida, United States Pinnacle Group, Inc. Full time

    Job SummaryWe are seeking a highly skilled Client Onboarding Analyst to join our team at Pinnacle Group, Inc.The ideal candidate will have general experience in Corporate Banking and knowledge of client onboarding and account opening processes.Key ResponsibilitiesQualifications: General experience in Corporate Banking.Knowledge and experience with client...

  • Client Onboarding Specialist

    2 weeks ago

    Tampa, Florida, United States Pinnacle Group, Inc. Full time

    Client Onboarding AnalystTampa, Florida, United States (Hybrid schedule)12 Month Contract (Possible Extension or Hire)No option for C2COnly W2Key Responsibilities:Assist in the onboarding process for new clients, ensuring a seamless experience.Collaborate with Sales, Admin, Operations, and Product teams to deliver exceptional results.Utilize Excel and...

  • Senior Client Onboarding Specialist

    2 weeks ago

    Tampa, Florida, United States FIA Tech Full time

    Job OverviewFIA Tech is seeking a highly skilled and experienced Client Onboarding Analyst to join our team. As a key member of our Client Onboarding team, you will be responsible for managing the end-to-end client onboarding process, ensuring a seamless and positive experience for new clients.Key Responsibilities:Develop and implement customized onboarding...

  • Business Onboarding Analyst

    1 month 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 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. You...

  • Business Onboarding Analyst

    4 weeks ago

    Tampa, United States Motion Recruitment Partners, LLC 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 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. You...

  • Senior Client Onboarding Specialist

    2 weeks ago

    Tampa, Florida, United States FIA Tech Full time

    About the RoleFIA Tech is seeking an experienced Client Onboarding Specialist to join our team. As a key member of our Client Onboarding team, you will be responsible for managing the end-to-end client onboarding process, ensuring a seamless and positive experience for new clients.Key ResponsibilitiesCollaborate with sales, account management, and technical...

  • Client Onboarding Specialist

    2 weeks ago

    Tampa, Florida, United States Pinnacle Group, Inc. Full time

    Client Onboarding SpecialistTampa, Florida, United States (Hybrid schedule)12 Month Contract (Possible Extension or Hire)No option for C2COnly W2Key Responsibilities:Assist in the onboarding process for new clients, ensuring a seamless experience.Collaborate with Sales, Admin, Operations, and Product teams to achieve business objectives.Develop and maintain...

  • Data Architecture Sr Lead Analyst

    4 weeks ago

    Tampa, Florida, United States Citigroup Full time

    Job Title: Data Architecture Sr Lead AnalystAt Citigroup, we are seeking a highly skilled Data Architecture Sr Lead Analyst to join our team. As a key member of our data architecture team, you will be responsible for designing and implementing data architectures that meet the needs of our business.Key Responsibilities:Design and implement data architectures...

  • Apps Support Sr Analyst

    3 weeks ago

    Tampa, United States Axelon Full time

    Global Financial Firm located in Tampa, FL has an immediate contract opportunity for an experienced pps Support Sr 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...

  • Apps Support Sr Analyst

    4 weeks ago

    Tampa, United States Axelon Full time

    Global Financial Firm located in Tampa, FL has an immediate contract opportunity for an experienced Apps Support Sr 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...

  • Sr. Financial Analyst

    1 month ago

    Tampa, United States Robert Half Full time

    Job DescriptionJob DescriptionOur client in seeking a Sr Financial Analyst in the SaaS industry. This role will entail budgeting/forecasting, financial presentations, supporting new business initiatives, analysis of acquisitions, and ad hoc projects.Responsibilities:• Develop and maintain complex financial models to support budgeting and forecasting...

  • Client On-boarding Specialist

    2 weeks ago

    Tampa, United States Manpower Group Inc. Full time

    Job Title: Client On-boarding Specialist Location: Tampa, FL Pay Range: $40-$48/hr on contract Work Authorization: W2 One of our Fortune 50 Financial Services clients is seeking Client On-boarding with knowledge and experience with client onboarding and account opening processes and experience with Agency & Trust products. If you are looking for a role...

  • Sr. Project Controls Analyst

    3 weeks ago

    Tampa, United States Software Guidance & Assistance Full time

    Software Guidance & Assistance, Inc., (SGA), is searching for a Sr. Project Controls Analyst for a contract assignment with one of our premier Utility services clients in Tampa, FL. Responsibilities : Performs routine cost control or scheduling work requiring application of standard techniques, procedures and criteria in carrying out a sequence of...

  • Cost of Care Analyst Sr.

    2 weeks ago

    Tampa, Florida, United States Elevance Health Full time

    Job Title: Provider Contract/Cost of Care Analyst Sr.We are seeking a highly skilled Provider Contract/Cost of Care Analyst Sr. to join our team at Elevance Health. As a key member of our Cost of Care and/or Provider Contracting organizations, you will play a critical role in analytical support to drive business outcomes.Key Responsibilities:Perform varied...

  • Sr. Geospatial Analyst

    1 week ago

    Tampa, United States Dewberry Full time

    Job Description Dewberry is currently seeking a Sr Geospatial Analyst/LiDAR Calibration Specialist in our Tampa, FL or Fairfax, VA offices.Typical responsibilities are to work on the GIS/IT and Remote Sensing related projects for state and federal clients across the US. Dewberry is a leading, market-facing professional services firm with more than 50...

Sr Client Onboarding Analyst

2 months ago

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

About 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, end users, Futures Commission Merchants (FCMs), introducing brokers, and market makers. Our mission is to bring much needed innovation, standardization, and technology to derivatives trading and clearing to streamline costs, increase efficiency, and reduce risks. 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