Client Onboarding Coordinator

4 days ago


Singapore beBeeOnboarding Full time $4,200

Client Onboarding Specialist

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This is a dynamic role that requires strong organizational and communication skills to effectively coordinate client onboarding processes. Key responsibilities include:

  • Maintaining accurate and up-to-date client records and documentation.
  • Conducting thorough reviews of client account information and supporting documentation.
  • Coordinating the onboarding process for new clients, including liaising with business units and relevant stakeholders.
  • Preparing management reports and presentations.
  • Providing exceptional customer service and responding to client inquiries.
  • Assisting in ad hoc duties as assigned.

The ideal candidate will possess:

  • A diploma or degree in a relevant field.
  • Minimum 1 year of experience in the banking and finance sectors.

Interested applicants should be proactive, detail-oriented, and able to work effectively in a team environment. Microsoft Office, Microsoft Excel, administrative work, administration, data entry, MS Office, compliance, accurate data entry, banking, and team player are essential skills for this role. Regulatory requirements must also be adhered to.



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