Client Technical Onboarding Analyst

Client Technical Onboarding Analyst

Unlock your potential by partnering with clients and internal teams to deliver high-impact treasury product implementations, build deep technical skills, and expand career mobility.

As a/an Technical Implementation Analyst in Client Onboarding and Services, you coordinate end-to-end product implementation setups while managing a high volume of concurrent requests. You partner with clients and internal technology teams to execute requirements discovery, testing, and production migration. You apply working knowledge of mainframe environments, file validation, and structured testing to deliver reliable outcomes and strong client experiences.

Job Responsibilities:

• Exhibit ownership to deliver strong client satisfaction throughout implementation.
• Establish timelines and maintain clear documentation to manage expectations.
• Communicate status updates consistently to clients and stakeholders.
• Apply creative problem solving and sound judgment to navigate issues and trade-offs.
• Adhere to policies and procedures while meeting 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 by collaborating across multiple teams.
• Work independently with minimal supervision.
• Support product setup and testing with clients and internal teams based on documented 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 concurrent work requests with effective time and work management.
• Experience with mainframe testing, file 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 and 3+ years of experience in banking, financial services, or treasury product implementation with a technical background.

Preferred qualifications, skills, and capabilities:

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