Support Client Onboarding

2 weeks ago


Singapore beBeeClientOnboarding Full time $36,000 - $48,000
Job Summary:
We are seeking a Client Onboarding Specialist to support our clients in investment banking. This role involves making daily outbound calls to guide clients through the onboarding process, ensuring completeness and accuracy of client-submitted forms.

Key Responsibilities:
  • Make daily outbound calls to clients to facilitate the onboarding process
  • Provide clear instructions to clients on required forms and documentation
  • Verify completeness and accuracy of client-submitted forms
  • Respond to client queries professionally and promptly
  • Evaluate and escalate issues or exceptions to internal teams as needed
  • Maintain accurate records of client communications


Requirements:
  • Diploma in any discipline
  • Effective communication skills and phone etiquette
  • Able to explain financial forms and procedures clearly
  • Prior experience in customer service, banking, or administrative roles is advantageous


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