Client Onboarding Analyst

Adecco (Portugal); Województwo mazowieckie; Hybrid; PLN 147,000 - 176,000; Full time

Benefits offered by this job

Hybrid work in Warsaw

Job summary

Adecco Poland is seeking a Client Onboarding Analyst to support the onboarding of clients in the banking sector. The role focuses on documentation review, account opening, and client interaction within a hybrid work setup in Warsaw.

The position offers temporary employment or B2B arrangements and requires strong English communication and organizational skills. Responsibilities include managing onboarding workflows, ensuring timely delivery of services, and coordinating with internal teams to

Qualifications

• 3-5 years of experience in documentation review and client onboarding in financial institutions.
• Proficient knowledge of English.
• Strong written and verbal communication skills and ability to work independently.
• Highly motivated with strong attention to detail in high-volume, high-risk environments.

Responsibilities

• Manage client onboarding communication, documentation issuance, review and system setups.
• Oversee day-to-day onboarding activities including in-process and pending items to meet account opening needs.
• Deliver high-quality service and resolve client issues timely.
• Collaborate across cross-functional teams to support onboarding initiatives.

Skills

English proficiency

Interpersonal skills

Communication skills

Team player

Tools

Microsoft Office

Client onboarding systems

Job description

We are currently looking for specialists for the position of Client Onboarding Analyst.

If you're interested, please take a look at the job offer below.

What can we offer?

• Contract: Temporary Employment Contract or B2B Contract
• Salary: Up to 14 500 PLN gross / month (Temp) | Up to 125 PLN net+VAT/h (B2B)
• Work mode: Hybrid in Warsaw (3 times per week from office)
• Project in the banking sector

Qualifications:

• 3-5 years of experience in Documentation review, Client Onboarding, Account Opening and Client contact in Financial Institutions.
• Proficient knowledge of English
• Demonstrated interpersonal skills, pro-active team player but also able to work independently, with exceptional written and verbal communication skills.
• Highly motivated, persistent, and able to work in a structured, high volume, time sensitive, high-risk environment. Capable of prioritizing and eager to learn multiple products in a challenging environment. Fast learner, strong attention to detail, and willingness to go extra mile.
• Proficient in Microsoft Office Applications. Exposure to Client interaction.
• Consistently demonstrates clear and concise written and verbal communication skills.
• Proficient in handling urgent and escalation cases and managing client and internal team expectations.

Responsibilities:

• Responsible for customer interaction, documentation issuance, review, and system setups. Demonstrates high levels of diligence, motivation, and organizational skills.
• Performs day to day management of the Client onboarding, including daily management of in-process, pended, and service-related activities, ensuring client onboarding requirements are clearly defined to support all scenarios of account opening requirements, to include delivery of very high-quality service to customers and internal partners.
• Focuses on timely and accurate delivery of all client onboarding functions, as well as delivering superior customer service and resolution of customer issues.
• Participates in various types of project management in the Client onboarding services space and managing cross-functional relationships with all teams.
• Ensures consistent delivery of high-quality service to customers through meeting or exceeding customer expectation guided by service level agreements and efficiency/accuracy standards. Understands new customer requirements and ensures adequate support to new customer requirements and initiatives.
• Ensures awareness and full compliance of internal processes, regulations, policies, guidelines, procedures, and practices.
• Maintains a strong culture of risk and controls in the team through various processes and check points. Daily deliverable of routine and defined tasks, while developing knowledge of the broader context in which work is being performed.
• Has the ability to operate with a limited level of direct supervision and can exercise independence of judgement and autonomy.
• Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding the company, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.