Client Onboarding Manager

3 days ago


Singapore beBeeSpecialist Full time $4,500 - $6,000

Job Opportunity: Senior Client Onboarding Specialist

Role Overview:

We are seeking an experienced and meticulous professional to oversee client onboarding, ensuring seamless transitions and accurate record-keeping. This role is pivotal in maintaining high standards of efficiency and precision in a fast-paced environment.

  • Main Responsibilities:
  • Client Onboarding: Conduct thorough reviews to verify all documentation is in order upon opening, encompassing individual, margin, SBL, corporate and estate accounts.
  • Data Entry: Input client onboarding information and static updates into databases with utmost accuracy.
  • Clerical Functions: Scan, upload documents and pack files for secure storage in warehouses.
  • Administrative Support: Provide timely assistance to team members as required.
  • Advice and Guidance: Offer expert counsel to colleagues on existing and new procedures.

Key Skills and Qualifications:

  • Meticulous attention to detail
  • Able to work autonomously and multitask in high-pressure environments
  • Excellent communication and interpersonal skills
  • Ability to maintain confidentiality and handle sensitive information
  • Proficiency in data entry and database management

Benefits of the Role:

  • Opportunity to develop expertise in client onboarding and administrative support
  • Flexible working arrangements to suit individual needs
  • Ongoing training and development opportunities
  • Collaborative and supportive team environment


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