Project manager, client onboarding
19 hours ago
The Team: Project Managers sit within the Client Onboarding team and help ensure a smooth and efficient onboarding process for new clients. Supporting the three verticals (PMS, OEMS, and Managed Services Implementation), the Project Management Office oversees and manages various projects and ensures that timelines and goals are met, while monitoring budgets and mitigating risk. The Role: The Project Manager will partner with internal teams to implement projects for clients; including traders, portfolio managers and operational users throughout the project lifecycle and serve as the central point of contact for Enfusion teams including Solutioning, and Delivery. This role will build strong product knowledge, manage a positive relationship with our clients, understand and apply project methodologies and risk management processes, and act as a point person for client-facing communication. What You’ll Do: Determine project scope and objectives to ensure teams are able to deliver against commitments Identify resources to deliver projects and forecast and resolve capacity utilization problems Create and manage project plans, course correcting and escalating where necessary Publish high quality project transparency to senior stakeholders on a regular basis Utilize industry best practices, techniques, and standards throughout the project lifecycle Engage senior client and internal stakeholders to review project progress and task-level status. Liaise with the internal teams to support problem resolution activities Identify opportunities for project management process improvements What You’ll Need: Bachelor's degree required - computer science, finance, economics, or a related field preferred 5+ years of project management and related experience at an investment management vendor/fund administrator/buy-side firm Project Management Professional (PMP) certification preferred Strong familiarity with project management software tools Methodical problem solving abilities Strong interpersonal skills 2+ years of Fintech onboarding and / or software implementation experience A client-service mentality and collaborative work style. Ability to manage competing priorities and deliver with high quality #J-18808-Ljbffr
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Project Manager, Client Onboarding
4 days ago
Singapore ENFUSION (SINGAPORE) PTE. LTD. Full timeRoles & ResponsibilitiesThe Team:Project Managers sit within the Client Onboarding team and help ensure a smooth and efficient onboarding process for new clients. Supporting the three verticals (PMS, OEMS, and Managed Services Implementation), the Project Management Office oversees and manages various projects and ensures that timelines and goals are met,...
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Client onboarding specialist
2 months ago
Singapore NEW TONE CONSULTING PTE. LTD. Full timeRoles & ResponsibilitiesWe 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...
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Client onboarding specialist
3 months ago
Singapore Newtone Consulting Full timeKey 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 Compliance,...
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Senior Client Onboarding Manager
3 weeks ago
Singapore The Edge Partnership Full timeJob Summary:The Senior Client Onboarding Manager will provide leadership and supervisory responsibility to ensure that clients are successfully on-boarded as required by global KYC policy, local KYC requirements, and taxation and regulatory rules.Key Responsibilities:Manage the inflow of requests and prioritize KYC client onboarding and periodic...
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Client onboarding specialist
1 week ago
Singapore Wipro Technologies Full timeRole Purpose We're looking for a Client Onboarding Specialist to: Be the dedicated point of contact for front-to-back support throughout the client onboarding journey. Engage directly with client advisors to understand client profile, assess documentation requirements and capture required inputs. keep up with evolving business requirements and apply...
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Client Onboarding Specialist
4 weeks ago
Singapore Aeon Search Consulting Full timeJob SummaryWe are seeking a highly skilled Client Onboarding Specialist to join our team at Aeon Search Consulting. The successful candidate will be responsible for processing corporate and institutional client applications, conducting AML/KYC due diligence, and ensuring timely onboarding of clients.Key ResponsibilitiesProcess and review client applications...
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Client Onboarding Specialist
3 weeks ago
Singapore Citi Full timeAbout the RoleWe are seeking a highly skilled Client Onboarding Analyst to join our team at Citi. As a Client Onboarding Analyst, you will be responsible for ensuring the smooth onboarding of clients into our systems, while maintaining the highest level of accuracy and attention to detail.Key ResponsibilitiesResponsible for documentation review and system...
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Client Onboarding Specialist
4 weeks ago
Singapore Aeon Search Consulting Full timeKey ResponsibilitiesProcess and manage corporate and institutional client applications in a timely and efficient mannerConduct regular reviews and due diligence on clients to ensure compliance with AML/KYC regulationsEnter and enrich client data, as well as upload relevant documentation into our systemIdentify and resolve client application issues in a...
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Client Onboarding Specialist
2 weeks ago
Singapore AD ASTRA CONSULTANTS PRIVATE LTD. Full timeClient Onboarding SpecialistKey Responsibilities:Provide dedicated front-to-back support to clients throughout their onboarding journey. Collaborate with client advisors to understand client profiles, assess documentation requirements, and capture necessary inputs. Stay up-to-date with evolving business requirements and apply relevant rules when validating...
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Client onboarding operations manager
1 week ago
Singapore Phillip Securities Pte Ltd Full timeThe role involves leading a team to implement effective controls and efficient workflows for individual client and entities/corporate account onboarding, processing, and maintenance, leading to both compliance to regulatory requirements as well as better turnaround time. Key responsibilities include conducting Sanctions, PEP, and Adverse Media screenings to...
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Senior Client Onboarding Specialist
2 weeks ago
Singapore Newtone Consulting Full time**Key Responsibilities**Manage the full client onboarding process, from initial contact to account activation, ensuring seamless integration with internal teams.Collect, review, and verify all necessary client documentation and information, maintaining compliance with KYC, AML, and CDD regulations.Liaise with Compliance, Legal, and Operations teams to ensure...
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Client Onboarding Specialist
3 weeks ago
Singapore RAPSYS TECHNOLOGIES PTE. LTD. Full timeRoles & ResponsibilitiesYour roleWe're looking for a Client Onboarding Specialist to: Be the dedicated point of contact for front-to-back support throughout the client onboarding journey. Engage directly with client advisors to understand client profile, assess documentation requirements and capture required inputs. keep up with evolving business...
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KYC - Client Onboarding
3 weeks ago
Singapore RAPSYS TECHNOLOGIES PTE. LTD. Full timeRoles & ResponsibilitiesYour roleWe're looking for a Client Onboarding Specialist to: Be the dedicated point of contact for front-to-back support throughout the client onboarding journey. Engage directly with client advisors to understand client profile, assess documentation requirements and capture required inputs. Mandarin Manadate keep up with...
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Account Opening/ Client Onboarding Manager
1 month ago
Singapore PERSOLKELLY Singapore Pte Ltd Full timeJob Title: Account Opening/ Client Onboarding ManagerWe are seeking a highly skilled and experienced Account Opening/ Client Onboarding Manager to join our team at PERSOLKELLY Singapore Pte Ltd. As a key member of our operations team, you will be responsible for ensuring the smooth onboarding of new clients and maintaining compliance with regulatory...
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Client Onboarding Expert
3 days ago
Singapore AD ASTRA CONSULTANTS PRIVATE LTD. Full timeJob OverviewThis is a highly specialized role that requires strong analytical and problem-solving skills. The ideal candidate will have experience in client onboarding, risk management, and process improvement.
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Account Opening/ Client Onboarding Manager
4 weeks ago
Singapore PERSOLKELLY Singapore Pte Ltd Full timeJob Title: Account Opening/ Client Onboarding ManagerWe are seeking a highly skilled and experienced Account Opening/ Client Onboarding Manager to join our team at PERSOLKELLY Singapore Pte Ltd. The successful candidate will be responsible for ensuring seamless client onboarding processes, maintaining compliance with regulatory requirements, and driving...
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Client Onboarding Analyst
3 weeks ago
Singapore Citi Full timeJob SummaryCiti is seeking a highly motivated and detail-oriented Client Onboarding Analyst to join our team in Singapore. As a key member of our Operations team, you will be responsible for customer interaction, KYC, documentation issuance, review, and system setups. Your primary goal will be to deliver timely and accurate account opening functions, while...
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Client Onboarding Operations Specialist
1 week ago
Singapore Citi Full timeTransform Your Career with Citi At Citi, we're on a mission to empower individuals and communities worldwide. As a pioneering leader in the financial services industry, we're dedicated to delivering unparalleled service, innovative solutions, and exceptional value to our clients. We're currently seeking an exceptional professional to join our team as Client...
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Client onboarding specialist | singapore, sg
4 days ago
Singapore Newtone Consulting Full timeWe 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...
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Client Onboarding Services Analyst
1 week ago
Singapore Citi Full timeAbout this roleWe are looking for a skilled Client Onboarding Services Analyst to join our team at Citi. As a key member of our Operations team, you will be responsible for customer interaction, KYC, documentation issuance, review, and system setups.Key responsibilitiesEnsure timely and accurate delivery of all account opening functions, as well as...