Business Analyst (Client Onboarding)
Job Title:
:
Business Analyst (Client Onboarding) Location:
Tampa, FL 33647 Duration:
7
months contract to Hire
Job Description:
The Integration Business Analyst I within SIFMU Integration, is responsible for supporting the team with new member onboarding, account changes and supporting lifecycle activities.
The team will interact directly with potential new clients, delivering prompt and professional guidance to applicants as they navigate through the entire onboarding process.
Upon activation of membership, you will assist in processes and underpin the client account lifecycle including add-on accounts, products and services
Responsibilities:
Support all aspects of the Client onboarding lifecycle across all.
Participate in project kickoff meetings to align on expectations, timelines and overall results.
Support the membership application process and manage all aspects of setups across Client Test and Production Environments Drive client engagement/activities, answer questions on Membership Application Portal (MAP) process or coordinate with the vital people/groups to facilitate client conversations (ex.
Legal, product) Provide recommendations to clients' additional services if needed, such as file or message reporting.
Provide test scripts and handle the client User Acceptance process.
Schedule and lead regular small project status meetings with clients to provide project status updates.
Support client activations by partnering with all internal parties to ensure readiness and successful transition to production.
Proactively support clients on Day 1 of activation Build and maintain strong relationships across all groups involved with the Client Onboarding process.
Identify and implement opportunities for efficiencies by working across the Client Services Teams and overall Organization Build and maintain project materials as needed (Project Status Reports, SOP, project plans, test plans, etc.
) Successfully engage in multiple client projects simultaneously
Experience:
Experience of Client Onboarding in a financial industry is preferred Skills:
Proactively support clients on Day 1 of activation Build and maintain strong relationships across all groups involved with the Client Onboarding process.
Identify and implement opportunities for efficiencies by working across the Client Services Teams and overall Organization Build and maintain project materials as needed (Project Status Reports, SOP, project plans, test plans, etc.
) Successfully engage in multiple client projects simultaneously Education:
Bachelor's Degree required About US Tech Solutions:
US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions.
To know more about US Tech Solutions, please visit www.
ustechsolutions.
com.
Recommended Skills Customer Relationship Management Customer Service Finance Self Motivation Test Planning Test Scripts Estimated Salary: $20 to $28 per hour based on qualifications.
:
Business Analyst (Client Onboarding) Location:
Tampa, FL 33647 Duration:
7
months contract to Hire
Job Description:
The Integration Business Analyst I within SIFMU Integration, is responsible for supporting the team with new member onboarding, account changes and supporting lifecycle activities.
The team will interact directly with potential new clients, delivering prompt and professional guidance to applicants as they navigate through the entire onboarding process.
Upon activation of membership, you will assist in processes and underpin the client account lifecycle including add-on accounts, products and services
Responsibilities:
Support all aspects of the Client onboarding lifecycle across all.
Participate in project kickoff meetings to align on expectations, timelines and overall results.
Support the membership application process and manage all aspects of setups across Client Test and Production Environments Drive client engagement/activities, answer questions on Membership Application Portal (MAP) process or coordinate with the vital people/groups to facilitate client conversations (ex.
Legal, product) Provide recommendations to clients' additional services if needed, such as file or message reporting.
Provide test scripts and handle the client User Acceptance process.
Schedule and lead regular small project status meetings with clients to provide project status updates.
Support client activations by partnering with all internal parties to ensure readiness and successful transition to production.
Proactively support clients on Day 1 of activation Build and maintain strong relationships across all groups involved with the Client Onboarding process.
Identify and implement opportunities for efficiencies by working across the Client Services Teams and overall Organization Build and maintain project materials as needed (Project Status Reports, SOP, project plans, test plans, etc.
) Successfully engage in multiple client projects simultaneously
Experience:
Experience of Client Onboarding in a financial industry is preferred Skills:
Proactively support clients on Day 1 of activation Build and maintain strong relationships across all groups involved with the Client Onboarding process.
Identify and implement opportunities for efficiencies by working across the Client Services Teams and overall Organization Build and maintain project materials as needed (Project Status Reports, SOP, project plans, test plans, etc.
) Successfully engage in multiple client projects simultaneously Education:
Bachelor's Degree required About US Tech Solutions:
US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions.
To know more about US Tech Solutions, please visit www.
ustechsolutions.
com.
Recommended Skills Customer Relationship Management Customer Service Finance Self Motivation Test Planning Test Scripts Estimated Salary: $20 to $28 per hour based on qualifications.
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