Client Onboarding Analyst

About the role

This role is focused on managing client onboarding requests and ensuring accounts are opened accurately, efficiently, and in accordance with internal policies and business requirements. The Associate will collaborate closely with front, middle and back-office teams to support smooth onboarding processes and ongoing account activities.

Responsibilities

• Manage the end-to-end setup and maintenance of internal and external accounts across multiple business lines and platforms.
• Review account opening requests and supporting documentation to ensure completeness, accuracy, and compliance with internal requirements.
• Support regulatory documentation collection, validation, and delivery activities.
• Partner with onboarding, tax operations, compliance, and front office teams to facilitate efficient account onboarding and lifecycle management.
• Monitor onboarding queues, track outstanding items, and ensure requests are completed within established service levels.

Requirements

• 1-3 years of experience within client onboarding, account onboarding, or operations at a multinational financial institution.
• Strong analytical skills with exceptional attention to detail and accuracy when managing high volumes of data.
• Ability to manage multiple requests and priorities in a deadline-driven environment.
• Strong communication and stakeholder management skills with the ability to collaborate across teams and functions.
• Experience supporting account maintenance activities including amendments, closures, and account updates.
• Bonus Points For
• Experience supporting regulatory documentation and compliance-related onboarding processes.
• Familiarity with front-to-back operational workflows within financial services environments.
• Exposure to process improvement initiatives focused on operational efficiency and data quality.
• Experience working across multiple internal systems and external platforms.
• Why Join Capco
• Deliver high-impact solutions for Tier 1 financial institutions across global capital markets.
• Work in a collaborative, flat, and entrepreneurial consulting culture.
• Access continuous learning, training, and industry certifications.
• Be part of a team shaping the future of digital financial services.
• Help drive operational excellence across complex financial services environments.
• Why This Role Is Open
• We are currently hiring for this role due to an existing or newly created vacancy within our organization. This position is open as part of our ongoing business needs, and we are actively reviewing applications to fill this role with a qualified candidate who can make an immediate impact.

Benefits

Additional Information

Location: Baltimore (Hybrid) | Practice Area: Capital Markets | Type: Permanent

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at capco? Share your experience