Client Onboarding Analyst

Billennium; Warszawa; Hybrid; PLN 120,000 - 180,000; Full time

Benefits offered by this job

Private medical care

Udemy for Business

Language lessons

Multisport card

Remote/hybrid flexibility

Global partnerships with IT giants

Job summary

Billennium seeks an experienced Client Onboarding Analyst to join a project for a global financial institution. The role focuses on managing end-to-end onboarding and account opening, ensuring timely delivery and high-quality service to clients and internal stakeholders.

The position is hybrid with 3 days per week at the client's office in Warsaw, offering collaboration with Compliance, KYC, Business Risk, and Tax teams and a path for professional growth in a global tech environment.

Qualifications

• 3-5 years of experience in Client Onboarding, Account Opening, documentation review, and direct client contact within financial institutions.
• Very good command of English, with strong verbal and written communication skills and confidence in working directly with clients and internal stakeholders.
• Strong analytical skills and attention to detail, with the ability to review information, identify issues, and make sound decisions.
• Ability to work independently in a high-volume, time-sensitive and risk-focused environment, effectively prioritizing tasks and managing urgent or escalated cases.
• Strong interpersonal and organizational skills, a proactive approach to teamwork, and good knowledge of Microsoft Office applications.

Responsibilities

• Manage the end-to-end client onboarding and account opening process, including customer interactions, documentation issuance and review, and system setup.
• Ensure timely and accurate execution of onboarding activities while providing high-quality service and resolving client-related issues.
• Cooperate closely with Compliance, KYC, Business Risk, Account Opening, Tax, and other internal teams to address onboarding requirements.
• Manage complex, urgent, and escalated cases while maintaining clear communication with clients and internal stakeholders.
• Ensure compliance with internal policies, procedures, regulations, and risk controls, while contributing to onboarding-related projects and process improvements.

Skills

English communication

Analytical skills

Attention to detail

Time management

Teamwork

Tools

Microsoft Office

Job description

Billennium is a global technology company with over 20 years of experience, committed to innovation and empowering businesses. As an employer, we offer a supportive, growth-focused environment where collaboration and creativity thrive. Join us to shape the future of technology together!

About the role

We are looking for an experienced Client Onboarding Analyst who will join a project for our client, a global financial institution.

In this role, you will manage key activities related to client onboarding and account opening, ensuring accurate and timely delivery while providing high-quality service to clients and internal stakeholders. You will work closely with teams such as Compliance, Business Risk, KYC, Account Opening, and Tax.

The role is hybrid - 3 days a week from the Client's office in Warsaw.

What you will do

• Manage the end-to-end client onboarding and account opening process, including customer interactions, documentation issuance and review, and system setup.
• Ensure timely and accurate execution of onboarding activities while providing high-quality service and resolving client-related issues.
• Cooperate closely with Compliance, KYC, Business Risk, Account Opening, Tax, and other internal teams to address onboarding requirements.
• Manage complex, urgent, and escalated cases while maintaining clear communication with clients and internal stakeholders.
• Ensure compliance with internal policies, procedures, regulations, and risk controls, while contributing to onboarding-related projects and process improvements.

What we are looking for

• 3-5 years of experience in Client Onboarding, Account Opening, documentation review, and direct client contact within financial institutions.
• Very good command of English, with strong verbal and written communication skills and confidence in working directly with clients and internal stakeholders.
• Strong analytical skills and attention to detail, with the ability to review information, identify issues, and make sound decisions.
• Ability to work independently in a high-volume, time-sensitive and risk-focused environment, effectively prioritizing tasks and managing urgent or escalated cases.
• Strong interpersonal and organizational skills, a proactive approach to teamwork, and good knowledge of Microsoft Office applications.

Perks and benefits (our offer)

• Comprehensive benefits - enjoy Udemy for Business, private medical care, Multisport card, veterinary package, language lessons, and shopping vouchers.
• Flexibility - adaptable working hours and remote/hybrid work options to suit your lifestyle & location.
• Career growth - access opportunities for professional development and learning, including perks related to our official partnerships with global IT giants: Microsoft, AWS, Snowflake, Salesforce & more.
• Global collaboration - work with a diverse, international team.
• Innovative environment - be part of a forward-thinking and growth-oriented workplace.
• Engaging community - work with passionate professionals and participate in team-building events, hackathons, and CSR initiatives to make an impact beyond work.
• Team-building events including our company tradition, the annual company event in https://billennium.com/news/reflecting-on-our-team-retreat-at-maradki-camp-2024/.
• A pleasant surprise to start your journey with us in the form of a welcome pack.

Recruitment process

• HR call
• Interview with the dedicated Client