Client Onboarding Analyst

Location: Baltimore (Hybrid) | Practice Area: Capital Markets | Type: Permanent

The Role

This role is focused on managing client onboarding requests and ensuring accounts are opened accurately efficiently and in accordance with internal policies and business requirements.

The Associate will collaborate closely with front middle and back-office teams to support smooth onboarding processes and ongoing account activities. 

What You’ll Do

• Manage the end-to-end setup and maintenance of internal and external accounts across multiple business lines and platforms.
• Review account opening requests and supporting documentation to ensure completeness accuracy and compliance with internal requirements.
• Support regulatory documentation collection validation and delivery activities.
• Partner with onboarding tax operations compliance and front office teams to facilitate efficient account onboarding and lifecycle management.
• Monitor onboarding queues track outstanding items and ensure requests are completed within established service levels.

What We’re Looking For

• 1–3 years of experience within client onboarding account onboarding or operations at a multinational financial institution.
• Strong analytical skills with exceptional attention to detail and accuracy when managing high volumes of data.
• Ability to manage multiple requests and priorities in a deadline-driven environment.
• Strong communication and stakeholder management skills with the ability to collaborate across teams and functions.
• Experience supporting account maintenance activities including amendments closures and account updates.

Bonus Points For

• Experience supporting regulatory documentation and compliance-related onboarding processes.
• Familiarity with front-to-back operational workflows within financial services environments.
• Exposure to process improvement initiatives focused on operational efficiency and data quality.
• Experience working across multiple internal systems and external platforms.

Why Join Capco

• Deliver high-impact solutions for Tier 1 financial institutions across global capital markets.
• Work in a collaborative flat and entrepreneurial consulting culture.
• Access continuous learning training and industry certifications.
• Be part of a team shaping the future of digital financial services.
• Help drive operational excellence across complex financial services environments.

Why This Role Is Open

We are currently hiring for this role due to an existing or newly created vacancy within our organization. This position is open as part of our ongoing business needs and we are actively reviewing applications to fill this role with a qualified candidate who can make an immediate impact.

Benefits

• Medical Dental Vision and 401(k) match.
• Maternity and paternity leave dependent care support and commuter benefits.
• Tuition reimbursement and wellness reimbursement programs.
• HSA and FSA options to support healthcare planning.
• Access to Working Advantage employee discount marketplace.

Inclusion at Capco

We’re committed to making our recruitment process accessible and straightforward for everyone. If you need any adjustments at any stage just let us know – we’ll be happy to help. We value each person’s unique perspective and contribution. At Capco we believe that being yourself is your greatest strength. Our #BeYourselfAtWork culture encourages individuality and collaboration – a mindset that shapes how we work with clients and each other every day.

What We Do

Capco a Wipro company is a global management and technology consultancy specializing in driving transformation in the energy and financial services industries. Capco operates at the intersection of business and technology by combining innovative thinking with unrivalled industry knowledge to fast-track digital initiatives for banking and payments capital markets wealth and asset management insurance and the energy sector. Capco’s cutting edge ingenuity is brought to life through its award-winning Be Yourself At Work culture and diverse talent. TRUSTED ADVISORS - Our collaborative and entrepreneurial approach position us as trusted long-term partners to our clients. DEEP EXPERTISE - Clients look to us for clear guidance proven expertise and the support they need to set their companies up for success. DISRUPTIVE SOLUTIONS- We do not provide off -the-shelf answers to clients’ challenges. Instead we work in close collaboration to understand the issues and craft disruptive bespoke solutions. ACCOUNTABILITY AND OWNERSHIP - We recognize every client has distinct needs and expectations and we take ownership and accountability for the solutions we design build and deliver.

Why Work With Us

We support and encourage an inclusive culture entrepreneurial outlook and independent thinking. Capco is not about organizational charts and rigid hierarchies – we want all employees to feel that Capco is their firm to own and run. We believe diversity powers innovation. Be Yourself At Work (#BYAW) is an integral and underlying part of our culture

Gallery