Client Technical Onboarding Specialist

Client Technical Onboarding Specialist

Make your mark by delivering seamless treasury product implementations through strong technical testing, file validation, and client partnership.

 

As a/an Technical Implementation Analyst within Client Onboarding and Services, you coordinate all aspects of product implementation setups while handling a high volume of simultaneous requests. 

 

You work closely with business partners, clients, and internal teams to perform product setup, testing, and production migration. You facilitate discussions to understand requirements and apply working knowledge of mainframe environments, file validation, and testing to deliver reliable outcomes.

Job Responsibilities:

• Exhibit ownership to drive client satisfaction.
• Establish timelines and maintain documentation to set clear expectations and understanding.
• Communicate status updates to clients and stakeholders.
• Demonstrate creative problem solving and apply solid judgment and decision making.
• Adhere to policies and procedures and meet or exceed established service level agreements.
• Escalate and resolve issues in a timely manner.
• Record observations and escalate where necessary.
• Identify gaps and exceptions and recommend possible solutions.
• Manage multiple requests and collaborate with multiple teams to drive delivery.
• Work independently with minimal supervision.
• Support clients and internal teams to set up products and perform testing based on requirements.

Required qualifications, skills, and capabilities:

• Strong verbal and written communication skills.
• Strong logical and analytical skills with attention to detail.
• Ability to manage multiple work requests with effective time and work management.
• Working knowledge of mainframe testing, transmissions, and file testing for formats such as ISO, X12, and BAI2.
• Understanding of ISO 20022 or electronic data interchange message formats, including extensible markup language.
• Understanding of system testing, regression testing, and user acceptance testing.
• Bachelor’s degree in engineering with 1+ years of experience in banking, financial services, or treasury product implementation with a technical background.

Preferred qualifications, skills, and capabilities:

• Knowledge of UiPath or similar robotic process automation tools for workflow automation.
• Understanding of treasury products in the United States and Canada.

Experience Level

Mid Level