JOB DESCRIPTION The Client Onboarding Analyst role has the responsibility of providing operations, onboarding, reporting, documentation handling and client assistance to Financial Institutions and Financial Advisors. Working experience in Broker Dealer firm or Banking is preferrable. JOB RESPONSIBILITIES/MAIN FUNCTIONS Review account opening documentation to ensure compliance with regulatory and internal policies. Interpret and implement custodian-specific requirements for account setup. Maintain and update internal procedures based on custodian changes and regulatory updates. Communicate account opening requirements and updates clearly to advisors and stakeholders. Coordinate with custodians and internal teams to resolve discrepancies or documentation issues promptly. Documentation preparing or tracking status of documentation and following until completion. JOB REQUIREMENTS (EDUCATION, EXPERIENCE, SKILLS, AND CAPABILITIES) Bachelor’s degree in business administration, Finance or related field preferred. Requires a minimum 1 year to Maximum 3 years of Broker Dealer or Banking experience. This job opportunity is open exclusively to candidates residing in Colombia and ready to shift to Bogota / Medellin Excellent attention to detail, self-started and driven. Strong organizational and time management skills and ability to prioritize. Customer service attitude, team player and proactive. Ability to work under pressure and time bound projects. Excellent communication skills both written and verbal. Knowledge in the operation of laptops/desktops and Microsoft platforms/software (Word, Excel, PowerPoint, and Outlook). Bilingual (English/Spanish). Please send your CV in English. #J-18808-Ljbffr