Business Analyst (Client Forms & Process Mapping)

Motion Recruitment • SAINT LOUIS, Missouri, United States • $53 - $59 / hour • 4w ago

Outstanding long-term contract opportunity! A well-known Financial Services Company is looking for a Business Execution Consultant in St. Louis, MO OR Charlotte, NC (Hybrid).

Work with the brightest minds at one of the largest financial institutions in the world. This is a long-term contract opportunity that includes a competitive benefit package! Our client has been around for over 150 years and is continuously innovating in today's digital age. If you want to work for a company that is not only a household name, but also truly cares about satisfying customers' financial needs and helping people succeed financially, apply today.

Contract Duration: 6 months + extensions/possible conversion

Required Skills & Experience

Experience in process design, documentation, and optimization.
Strong understanding of business process usage in customer communications.
Ability to effectively communicate with both technical and business stakeholders.
Skilled in translating complex requirements into clear user stories, use cases, and functional specifications.
Familiarity with regulatory and compliance requirements in financial services or advisory operations.
Strong analytical and communication skills.
Experience working with cross-functional teams and managing stakeholder input.
Ability to work independently and drive initiatives forward.

Desired Skills & Experience

Experience bridging business and technical teams to drive clarity and alignment.
Background in operations, compliance, or business analysis.
Experience with workflow tools or form management systems.
Knowledge of advisory services and client documentation practices.

What You Will Be Doing

Forms Matrix Development

Analyze advisory-related events (e.g., account opening, allocation changes, blend switches).
Create a comprehensive matrix mapping which forms are required for which clients under specific scenarios.
Ensure alignment with legal and regulatory requirements.
Identify opportunities to streamline and reduce document volume.

Forms Request & Intake Process Optimization

Assess the current fragmented intake and request workflows across teams.
Design and document a cohesive, end-to-end process for form creation and modification.
Facilitate cross-functional collaboration to ensure process transparency and consistency.
Recommend tools or frameworks to support ongoing process governance.

Legacy Process Analysis & Modernization

Conduct a thorough analysis of existing legacy processes related to forms management.
Clearly separate and document “how we do it today” from “how it should be done in the future.”
Drive modernization efforts

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