Client Onboarding Specialist
3 days ago
This is a critical position within the CGS International Securities Singapore Pte. Ltd. team, focused on delivering exceptional client onboarding experiences across equities services.
About Us
CGS International Securities Singapore Pte. Ltd. is a leading integrated financial services provider in Asia, offering a range of products and services to clients globally. Our company culture emphasizes innovation, teamwork, and customer satisfaction.
Job Responsibilities
This Client Onboarding Specialist role involves managing the process of onboard new clients and serving as the primary point of contact during the transition process. Key responsibilities include:
- Managing the onboarding process from initiation to completion, ensuring timely and efficient client setup.
- Coordinating with internal departments to address client needs, resolve issues, and ensure seamless onboarding experience.
- Providing post-onboarding support to clients, including routing inquiries, administrative tasks, and document management.
Required Skills and Qualifications
To succeed in this role, you will need to possess the following skills and qualifications:
- Bachelor's degree in a relevant field (e.g., business, finance, or a related discipline).
- 4-5 years of experience in KYC/QDD and client onboarding, preferably in the financial services industry.
- Proficiency in English (both spoken and written), with secondary language skills beneficial but not required.
- Familiarity with AML/CFT, CRS, FATCA, and other relevant regulatory requirements.
- Strong communication and interpersonal skills, with the ability to build trust with clients and stakeholders.
Estimated Salary Range
The estimated salary range for this position is SGD 60,000 - 80,000 per annum, commensurate with experience. This figure is based on industry standards and market conditions in Singapore.
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