Onboarding Associate

Bring your expertise to translate operational pain points into scalable digital solutions that boost efficiency, control discipline, and user experience. As a Onboarding Associate in Client Onboarding and Service, you translate business challenges into reusable automation, reporting, and data-mapping solutions. You partner with onboarding, product, transformation, and technology stakeholders to deliver controlled, well-documented improvements that strengthen governance and data quality. You help drive measurable operational efficiency and improved decision-making through dashboards, analytics, and responsible use of AI-enabled tools.

Translate business pain points into scalable automation and workflow solutions that reduce cycle time and manual effort Collaborate with onboarding, product, transformation, and technology partners to prioritize and deliver improvements Design dashboards and scorecards that monitor capacity, quality, controls, and client experience Document end-to-end processes and data flows, identifying dependencies, bottlenecks, and remediation actions Integrate data quality checks, exception handling, and audit-ready evidence into delivered solutions Execute testing plans, implementation activities, and controlled rollouts to support reliable adoption Investigate operational issues through root-cause analysis and implement preventive controls Maintain reusable automation assets, reporting, and process documentation through continuous improvement Required qualifications, skills, and capabilities: Demonstrate 2+ years of experience in data operations, automation, analytics, process transformation, or software development Apply at least two tools such as Power BI, Tableau, Qlik, Alteryx, Power Automate, Power Apps, SQL, Python, or advanced Excel Interpret structured and semi-structured data, including data mapping, transformation logic, and reporting principles Convert current-state process pain points into clear requirements and practical solution designs Communicate technical concepts to non-technical stakeholders through clear writing and presentations Follow governance, access management, data privacy, and operational risk controls across the solution lifecycle Produce controlled documentation and evidence that supports testing discipline and audit readiness Preferred qualifications, skills, and capabilities: Hold a bachelor’s degree or equivalent practical experience in technology, data, operations, analytics, engineering, or business transformation Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes Practice Agile delivery methods, including backlog management, user story creation, and iterative testing Earn certification or formal training in automation, data visualization, Agile delivery, project management, business analysis, or development tools