Onboarding Expert

16 hours ago

Melbourne, Victoria, Australia beBeeRisk Full time $90,000 - $120,000

This position requires a successful candidate to work directly with the organization. We cannot accept freelance or contract-based employment for this role.

The organization is a global business consultancy delivering solutions through our core specialist practices: Software Engineering, Data & Analytics, IT Operations, Change & Transformation, and Risk Regulation.

We are seeking an Onboarding Expert located in New York, NY, to support a project in the financial services sector. The involvement in this project is anticipated to last initially 12 months but may be extended.

This role will be hybrid, with requirements to be in the office 3 days per week.

The Onboarding Expert will be responsible for ensuring that the client, business, and internal teams are supported throughout the lifecycle of an onboarding process. Responsibilities include conducting an initial review of the onboarding file to ensure accuracy, managing communication with the business clearly and concisely, managing daily metrics, and prioritizing tasks. The role also involves reviewing and analyzing data to help improve efficiency and turnaround times.

Key Responsibilities :

  • Perform detailed initial review of case files, identifying gaps in the front-office submission.
  • Clearly articulate reasons why submitted files meet (or do not meet) regulatory requirements.
  • Ensure cases are prioritized and managed effectively and consistently according to the process and service-level agreements, ensuring effective delivery.
  • Collaborate with the Client, Front Office, and Operations to ensure transparency and improve turnaround times.
  • Understand the risks associated with specific entity/client types and evaluate case risk accordingly.
  • Support the production of critical metrics and reporting related to department performance, risk stratification, and resource capacity.

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