Business Onboarding Analyst

About TSR:

TSR is a relationship-based, customer-focused IT and technical services staffing company.

For over 40 years TSR, Inc. and its wholly owned subsidiary, TSR Consulting Services, have prospered in the Information Technology staffing business, earning the respect of companies both large and small with well refined candidate screening, timely placement, and a real understanding of the right skill sets required by our clients.

Mission & Vision

We do not believe in building a vision around the company but building a company around our vision, which is simply;

Every employee's voice matters, their effort is appreciated, and their talent is rewarded.

We challenge each employee daily, to raise the bar on how we treat our consultants and candidates. For far too long in this industry, candidates have been ghosted, lied to, or placed at a client and then forgotten about. Each day our staff works tirelessly at qualifying and placing, top talent with our clients, in a compassionate and caring manner.

Not every candidate is a match for the job, but every candidate and consultant will be treated with respect and professionalism.

Business Onboarding Analyst

Job Description

• Location: Tampa, Florida
• Type: Contract
• Job #80409

Our client, a leading financial services company is hiring a Business Onboarding Analyst on a long-term contract basis.
Job ID 80409

Work Location:
Tampa, FL
Summary:
Business Implementation and Onboarding Analyst. 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.
Responsibilities:

• Reviewing potential new client profiles to determine the appropriate level of due diligence information required.
• Working with the Transaction Managers to complete account set-up, entitlements and work with related areas such as billing and operations to ensure complete client profile is completed and maintained.
• Review received information for accuracy and submit the information to support teams for processing.
• Use internal systems to process client information including required regulatory disclosures and help process annual reviews.
• Communicate directly with various support teams to ensure the accurate and timely completion of records.
• Prioritize and track workflow to ensure records are completed within the necessary timeframe and escalate as needed to the senior management team.

Required Skills:

• General experience in Corporate Banking.
• Knowledge and experience with client onboarding and account opening processes.
• Experience with Agency & Trust products would be beneficial.
• Must be able to work in a team environment, interacting with Sales, Admin, Operations, and Product.
• Strong organization and time management skills expected with ability to prioritize accordingly.
• Proactive and able to operate independently with minimal management.
• Strong communication skills.
• Skilled with Excel and proficient with Microsoft Outlook and Word.