G MASS Consulting

KYC Onboarding Analyst

G MASS Consulting

contract

Posted on:

Location Type: Hybrid

Location: Dallas • Massachusetts • Texas • United States

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Salary

💰 $65,000 per year

About the role

  • Serve as the primary point of contact for new client onboarding, ensuring timely and accurate completion of all onboarding deliverables.
  • Provide end-to-end oversight of the onboarding process across multiple clients, independent of product type and in line with internal policies and regulatory standards.
  • Review and interpret client legal, financial, and entity documentation to support onboarding approvals.
  • Lead client-facing onboarding discussions, providing clear status updates and proactively managing risks or issues.
  • Identify process gaps or inefficiencies within onboarding workflows and collaborate with stakeholders to implement improvements.
  • Build strong working relationships with internal teams (Operations, Legal, Compliance, Technology) to ensure smooth onboarding execution.
  • Provide day-to-day oversight, guidance, and quality assurance for a Junior Analyst supporting onboarding activities.
  • Support long-term client relationships by delivering a controlled and efficient onboarding experience.
  • Rapidly develop expertise in internal systems, tools, and client-specific onboarding requirements

Requirements

  • 3+ years’ experience in a KYC / Onboarding role, ideally within Financial Services
  • Familiarity with KYC constitutional documents and onboarding processes
  • Strong analytical, project management, and problem-solving skills
  • Excellent communication and presentation abilities
  • Basic understanding of financial services and investment management operations
  • High attention to detail with a focus on quality and process improvement
  • Ability to work collaboratively with both senior and junior team members
  • Proficient in Microsoft Office; strong Excel skills preferred
Benefits
  • Salary: up to $65k
  • Length: 12+ months, view to extension or permanent contract
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
KYConboarding processesanalytical skillsproject managementproblem-solvingfinancial services knowledgeinvestment management operationsattention to detailprocess improvementMicrosoft Excel
Soft Skills
communicationpresentation abilitiescollaborationrelationship buildingquality assuranceoversightguidance