Our client, a leading global digital consulting and technology services company, is seeking an experienced Business Analyst with strong expertise in Wealth Management and Client Onboarding. The BA will work closely with business, operations, compliance, and technology teams to understand business needs, define requirements, and improve client onboarding processes.
Key Responsibilities & Skills:
Gather, analyze, and document business and functional requirements.
Strong experience with Wealth Management, Client Onboarding, Account Opening, and KYC/AML processes.
Create BRDs, FRDs, user stories, process flows, and workflow documentation.
Analyze and improve end-to-end client onboarding and account setup processes.
Work with business and technology stakeholders to translate requirements into effective solutions.
Support UAT, test scenarios, defect resolution, and implementation activities.
Strong understanding of investment products, client data, regulatory requirements, and compliance processes.
Excellent communication, stakeholder management, and analytical skills.
Numbers & Facts
Location
Minneapolis, MN
Skills
Acceptance Testingunmatched
Analysis Skillsunmatched
Business Analysisunmatched
Business Operationsunmatched
Communication Skillsunmatched
Consultingunmatched
Customer/Client Researchunmatched
Documentationunmatched
Functional Requirements Document (FRD)unmatched
Know Your Customer (KYC)unmatched
Needs Assessmentunmatched
Onboardingunmatched
Process Flowunmatched
Process Improvementunmatched
Regulatory Complianceunmatched
Regulatory Requirementsunmatched
Requirements Managementunmatched
Test Scenariounmatched
Wealth Managementunmatched
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