Business Onboarding Analysts - Business Onboarding Analysts at CA Support

RESPONSIBILITIES

• Manage new client pipelines and implementation schedules
• Conduct consultations with new clients to understand their business requirements
• Document and scope business requirements to align with the system
• Brief internal team on the implementation scope
• Develop/build ad hoc reports/data insights to address client needs
• Analyse and standardise any new business requirements from existing clients and implement changes as required
• Develop/build ad hoc reports/data insights to address existing client needs
• Client dispute resolution
• Collate and process data from various external sources
• Data analysis, clean up and standardisation
• Post-implementation client training and support
• Post-implementation consultations, training and support with internal team members
• Ensure the ongoing success of new clients
• Project planning, management and task assignment
• Identify, develop and implement improvement strategies of onboarding processes
• Onboard and train new team members
• Setup team goals and KPI's to align with overall company strategies
• Ensure alignment of individual team member output with team goals
• Continuous monitoring of goals/KPI's
• Testing of new product features
• Work closely with users and our BA team to propose and design the scope of new product features.
• Provide internal training
• Identify opportunities to drive product refinements to continuously enhance the customer experience.

  REQUIREMENTS

• Bachelor’s degree or higher in business analysis, business administration, finance, or related field (required)
• Minimum 3 years’ working experience in the South African financial services/financial planning industry (required)
• Minimum 2 years’ working experience in a leadership position (required)
• Experience with online software tools will be highly advantageous
• Proven experience working with large datasets and pattern identification.
• Advanced knowledge of Excel
• Analytical thinking and problem-solving
• Highly adaptable to a variety of software, tools, and programs
• Hungry, resilient, and motivated to succeed
• Self-motivated and proactive, yet a team player
• Detail-orientated and capable of delivering a high level of accuracy
• Organizational and administrative skills
• Excellent written and verbal communication skills (English and Afrikaans)