Job Description

Business Analyst
Job Number: 21-11561
Help drive change! Eclaro is looking for a Client Onboarding Analyst for our client in Jacksonville, FL.
Eclaro’s client is a leading global bank stimulating change and innovation in the industry by offering top-notch financial products and services for a wide-range of clients worldwide. If you’re up to the challenge, then take a chance at this rewarding opportunity!
Position Overview:
  • Make sure that transaction processing is done in a timely, complete and accurate way.
  • Provide the team with direction, support and guidance and periodically review the effectiveness of processes.
  • Will also be the main point of contact for any time critical, complex or regulated tasks and ensure the proper escalation of any issues that may arise.
  • Client portfolio/account on boarding onto the core trading platform as well as accounting and 3rd party vendor platforms
  • Manage correspondence and requests from investment management along with various operational teams under extremely fast paced and high-pressure situations
  • Review client and legal documentation, assessing any operational takeaways, and impacts that will require to know when to escalate with management
  • Serve as the knowledge base for both basic and complex client on boarding situations; educating operations and vendor teams on event specifics and have the ability to navigate the process front to back
  • Look for alternative methods to gain efficiency and accuracy using technology solutions, critical thinking, and coordinate with stakeholders for implementation
  • Understanding of portfolio setup, trade lifecycle, and familiarity with operations support functions ensuring policies and procedures are followed
  • Ensure policies and procedures are followed. Any changes to current processes are signed off with senior management so that all operations and duties are documented per client, the Bank and regulatory guidelines
  • Previous relevant experience in the financial industry, specifically with Client On-Boarding Support or KYC
  • Bachelor's degree is required
  • Understanding of portfolio setup, trade lifecycle and familiarity with operations support functions
  • Experience working with Aladdin is a plus and/or Accounting to custodian reconciliations and drive discrepancies to resolution, or similar
If hired, you will enjoy the following Eclaro Benefits:
  • 401k Retirement Savings Plan administered by Merrill Lynch
  • Commuter Check Pretax Commuter Benefits
  • Eligibility to purchase Medical, Dental & Vision Insurance through Eclaro
If interested, you may contact:
Elland Bondoc     
Elland Bondoc | LinkedIn

Equal Opportunity Employer: Eclaro values diversity and does not discriminate based on Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

Application Instructions

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