High Performing Client Onboarding Specialist

Client Onboarding SpecialistWe are seeking a detail-oriented Client Onboarding Specialist to join our team. As a key member of our onboarding process, you will be responsible for managing and processing client information and documents. This includes reviewing KYC information, coordinating with internal stakeholders, and ensuring compliance with company...

Job Title: Client Onboarding Specialist The role of Client Onboarding Specialist is to operate commercial focus ensuring alignment to the bank's business objectives while adhering to the bank's control principles at all times. This includes reviewing and ensuring that all information and documents collected are good to satisfy regulatory...

Role Overview The Onboarding Specialist is responsible for guiding new clients through the initial setup and integration process, ensuring a smooth and efficient transition into the company's products or services. This role involves coordinating with internal teams, providing training and resources, addressing client inquiries, and ensuring all technical...

About this role We are seeking an experienced Client Onboarding & Due Diligence Specialist to join our team. As a Client Onboarding & Due Diligence Specialist, you will be responsible for ensuring a seamless and compliant client journey from onboarding to ongoing due diligence. Key Responsibilities: Manage the end-to-end onboarding process for corporate...

**Do you want your voice heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 7th largest financial group in the world. Across the globe, we're 160,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term...

Position Overview: As a Client Onboarding Specialist, he/she will play an important role in ensuring a seamless and positive experience for the clients as they transition from the sales process to becoming fully onboarded users of Epiklah’s AI solutions. Your primary focus will be on guiding clients through the onboarding journey, empowering them to...

Cathay United Bank Company, Limited is a wholly owned subsidiary of Taiwan’s largest financial group Cathay Financial Holdings. The Bank’s Singapore Branch is currently looking for a **Senior Specialist **to join our Operations - Client Onboarding team. **Job purpose** The Senior Specialist, Operations - Client Onboarding is responsible in handling all...

Job Role:Client Onboarding SpecialistAbout this RoleThis is a Client Due Diligence position that involves working closely with Wealth Management teams to ensure seamless client onboarding processes.Main ResponsibilitiesConduct thorough due diligence on high net worth clients, offshore companies and family trust structures.Evaluate KYC profiles submitted by...

**Client Onboarding specialist positions currently open** This is a role that requires you to work smartly alongside both machines and people to support the sales team with the entire end-to-end Client Onboarding activity. Broadly, the role includes standard client due diligence, enhanced client due diligence, client documentation, client background...

Roles & ResponsibilitiesRole OverviewThe Onboarding Specialist is responsible for guiding new clients through the initial setup and integration process, ensuring a smooth and efficient transition into the company's products or services.This role involves coordinating with internal teams, providing training and resources, addressing client inquiries, and...