Operations Onboarding Analyst

Aston Carter • Baltimore, MD • 1w ago

Job Description

The Operations Onboarding Analyst will serve as the primary point of contact for onboarding new private client relationships. This role involves coordinating account opening documentation and ensuring compliance with regulatory and internal requirements. The analyst will liaise with internal teams such as legal, compliance, and operations to facilitate smooth transitions and track onboarding progress, proactively communicating updates to stakeholders. Additionally, the role requires ensuring accurate data entry into CRM and portfolio management systems and identifying and escalating potential issues or delays in the onboarding process. The analyst will also contribute to process improvement initiatives to enhance client experience and operational efficiency.

Responsibilities

Serve as the primary point of contact for onboarding new private client relationships.

Coordinate account opening documentation, ensuring compliance with regulatory and internal requirements.

Liaise with internal teams (legal, compliance, operations) to facilitate smooth transitions.

Track onboarding progress and proactively communicate updates to stakeholders.

Ensure accurate data entry into CRM and portfolio management systems.

Identify and escalate potential issues or delays in the onboarding process.

Contribute to process improvement initiatives to enhance client experience and operational efficiency.

Essential Skills

Degree in Finance, Business Administration, or related field.

0 - 1 years of experience in financial services, preferably in client onboarding, operations, or client service.

Strong attention to detail and organizational skills.

Excellent communication and interpersonal abilities.

Proficiency in Microsoft Office Suite.

Additional Skills & Qualifications

Experience with CRM or portfolio management systems is a plus.

Ability to manage multiple priorities in a fast-paced environment.

Work Environment

The role is 100% on-site from 8:30 AM to 5 PM. The office boasts a cool vibe and is located on the water, offering an inspiring work atmosphere. Occasionally, there are catered lunches, enhancing the work environment. Parking costs are covered in the hourly rate, with an estimated monthly expense of $260.

Pay and Benefits

The pay range for this position is $26.00 - $28.00/hr.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:

Medical, dental & vision - Critical Illness, Accident, and Hospital - 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available - Life Insurance (Voluntary Life & AD&D for the employee and dependents) - Short and long-term disability - Health Spending Account (HSA) - Transportation benefits - Employee Assistance Program - Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a fully onsite position in Baltimore,MD.

Application Deadline

This position is anticipated to close on Jun 4, 2025.

About Aston Carter:

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email astoncarteraccommodation@astoncarter.com (%20astoncarteraccommodation@astoncarter.com) for other accommodation options.

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