Client Onboarding & Compliance Analyst

eTeam; City of Cohoes (NY); On-site; USD 24,582 - 35,012; Part time

Job summary

A financial services company is seeking an entry-level Analyst for their Cohoes, NY location. The role involves reviewing client requests, coordinating tasks, and ensuring data accuracy. Ideal candidates will have a Bachelor's Degree in Finance or Business and strong skills in Microsoft products, particularly Excel. The position requires excellent communication and organizational abilities, along with the capacity to manage multiple tasks in a collaborative environment. This is a contract position with hourly pay.

Responsibilities

• Review and approve pending client requests maintaining policy requirements.
• Coordinate and process team specific tasks as requested by the business.
• Perform quality reviews ensuring data accuracy.
• Interface with teams and businesses to resolve issues.
• Provide support for special projects as needed.
• Apply business judgment to identify unusual activities.

Skills

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Analytical skills

Communication skills

Time management

Organizational skills

Problem solving

Team collaboration

Education

Bachelor's Degree in Finance or Business

Job description

A financial services company is seeking an entry-level Analyst for their Cohoes, NY location. The role involves reviewing client requests, coordinating tasks, and ensuring data accuracy. Ideal candidates will have a Bachelor's Degree in Finance or Business and strong skills in Microsoft products, particularly Excel. The position requires excellent communication and organizational abilities, along with the capacity to manage multiple tasks in a collaborative environment. This is a contract position with hourly pay.