Client Onboarding Specialist
7 days ago
Singapore, Singapore
- DOP
- 3114705
**Job Description**:
**Role 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.
- Identify and highlight potential risks or issues, and lead discussions with relevant business functions to address and resolve in line with regulations and internal policies.
- Continuously identify opportunities for improvements to streamline the operational process and optimize the client journey.
- Have good planning and time management/prioritization skills.
**Role 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.
- Identify and highlight potential risks or issues, and lead discussions with relevant business functions to address and resolve in line with regulations and internal policies.
- Continuously identify opportunities for improvements to streamline the operational process and optimize the client journey.
- Have good planning and time management/prioritization skills.
**Your expertise**
- Process oriented with a strong risk and control mindset and logical approach to problem solving.
- Sound judgement, attention to detail and accuracy, with ability to follow-through and effectively deliver on competing priorities in a fast-paced and ever-changing work environment.
- Excellent interpersonal, communication, presentation, and facilitation skills
- A university degree experience in roles of a similar capacity
- Experience in a client-facing role within a financial institution and/or proficiency in Mandarin are advantageous in supporting our clients in the APAC region.
- Self-starter who can work well with mínimal supervision.
- Collaborator who can work well with different functions and can manage stakeholder expectations.
- A dedicated team player with a can-do attitude and eagerness to learn.
- Ability to diligently follow up and follow through on deliverables.
**Your expertise**
- Process oriented with a strong risk and control mindset and logical approach to problem solving.
- Sound judgement, attention to detail and accuracy, with ability to follow-through and effectively deliver on competing priorities in a fast-paced and ever-changing work environment.
- Excellent interpersonal, communication, presentation, and facilitation skills
- A university degree experience in roles of a similar capacity
- Experience in a client-facing role within a financial institution and/or proficiency in Mandarin are advantageous in supporting our clients in the APAC region.
- Self-starter who can work well with mínimal supervision.
- Collaborator who can work well with different functions and can manage stakeholder expectations.
- A dedicated team player with a can-do attitude and eagerness to learn.
- Ability to diligently follow up and follow through on deliverables.
We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, caste, creed, religion, gender, marital status, age, ethnic and national origin, gender identity, gender expression, sexual orientation, political orientation, disability status, protected veteran status, or any other characteristic protected by law.
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