Client Onboarding

This role is perfect for someone who thrives in a collaborative environment, values accuracy, and enjoys supporting both clients and internal teams through the critical processes of onboarding and ongoing compliance reviews. Join a reputable financial institution in Singapore for a 9-month contract focused on KYC support and client onboarding, where your...

Posted by - Guoyi Zhang- Director We are looking for a detail-oriented Client Onboarding Specialist to join our team. In this role, you will be responsible for managing the end-to-end client onboarding process, ensuring a seamless and efficient experience for our clients. You will work closely with various internal teams to ensure all client documentation...

We are looking for a detail-oriented Client Onboarding Specialist to join our team. In this role, you will be responsible for managing the end-to-end client onboarding process, ensuring a seamless and efficient experience for our clients. You will work closely with various internal teams to ensure all client documentation and regulatory requirements are...

**Key Responsibilities**: - Manage the full client onboarding process, from initial contact to account activation. - Collect, review, and verify all necessary client documentation and information. - Ensure compliance with KYC (Know Your Customer), AML (Anti-Money Laundering), and CDD (Customer Due Diligence) regulations. - Liaise with internal teams such as...

**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...

We're Hiring: Client Onboarding CoordinatorDo you enjoy helping people feel supported from the start? As a Client Onboarding Coordinator, you'll welcome new clients, guide them through their first steps and ensure they have a smooth experience.What You'll DoReach out to new clients to confirm details and explain next stepsAssist with basic documentation and...

Epergne Solutions is looking for a Client Onboarding Specialist **Role Purpose** We're looking for someone like that to: - Own and deliver end-to-end client onboarding experience for our clients of WM Business, facing off clients alongside our client advisors to gather required client onboarding documentation. - Interface as a case manager to seamlessly...

This is a full-time, on-site for a Client Onboarding Specialist (Senior Associate) role that requires you to work collaboratively with both internal and external stakeholders to support the Sales team with the entire end-to-end client onboarding process. Broadly, the role includes performing client due diligence, obtaining and verifying client documentation,...

**Job Type**:Contract 6 Months (Subject to extension / Convert to perm role) **Location**:CBD Area **Responsibilities**: - Collaborate closely with the Sales team to prioritize onboarding requests, - manage end-to-end client onboarding process for prioritized clients Liaise with internal stakeholders - Have worked in pre-executions / onboarding functions...

Role Purpose Own and deliver end-to-end client onboarding experience for our clients of WM Business, facing off clients alongside our client advisors to gather required client onboarding documentation. Interface as a case manager to seamlessly handle all the different steps for onboarding a client, handle all queries from the client/client adviser. Think...