Client Onboarding Specialist

7 days ago


Singapore beBeeOnboarding Full time $42,000 - $210,000
Job Title:

Client Onboarding Specialist


About the Role:

We are seeking a skilled Client Onboarding Specialist to join our team. In this role, you will be responsible for maintaining accurate and up-to-date client records, conducting thorough reviews of account information, coordinating onboarding processes, and providing exceptional customer service.


Key Responsibilities:
  • Maintain accurate and latest client records and documentation.
  • Conduct thorough reviews of client account information and supporting documentations.
  • Coordinate onboarding process for new clients.
  • Liaise with business units and relevant stakeholders.
  • Prepare management reports and presentations.
  • Provide exceptional customer service and respond to client inquiries.
  • Assist in any ad hoc duties as assigned.

Requirements:
  • Diploma/Degree in relevant disciplines.
  • Minimum 1 year of experience in the Banking and Finance sectors.

A strong understanding of regulatory requirements and compliance is essential. Proficiency in Microsoft Office, especially Excel and Word, is also required. The successful candidate will possess excellent communication and interpersonal skills, as well as the ability to work effectively in a team environment.



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