Client Onboarding Specialist

1 week ago

Singapore EPIKLAH PTE. LTD. Full time

Position Overview:
As a Client Onboarding Specialist, he/she will play an important role in ensuring a seamless and positive experience for the clients as they transition from the sales process to becoming fully onboarded users of

Epiklah’s AI solutions.

Your primary focus will be on guiding clients through the onboarding journey, empowering them to successfully adopt and utilize the company’s AI Solutions/Applications, fostering long
- term satisfaction and retention of the customers and driving revenue growth together with the Management Team.

Industry Type: DEVELOPMENT OF SOFTWARE AND APPLICATIONS.

Work Location: 110 Prinsep Street, Singapore 188654 & remote from home and at customers' premises

Working Hours: 5 days (Mon-Fri, 8:30am - 5:30pm).

**Salary**: $2,800 to $3,800; plus Performance Incentive.

Key Responsibilities:
Gather detailed information about the client & business objectives, needs, challenges, and requirements to tailor the onboarding process accordingly.

Collaborate with sales and account management teams to ensure a smooth handover and alignment of expectations.

Create customized onboarding plans or roadmaps that outline the steps, milestones, and timelines for implementing the AI Solutions/Applications.

Clearly communicate the onboarding process, roles and responsibilities, and expectations to the client to ensure clarity and transparency.

systems and platforms.

Serve as the primary point of contact for clients during the onboarding process, provide ongoing support, addressing any questions, concerns, or issues that may arise.

Monitor the progress of the onboarding process, tracking key milestones, deadlines, and deliverables to ensure timely completion.

Collaborate with cross-functional teams to iterate on onboarding processes, documentation, and resources based on client feedback and evolving business needs.

Monitor and Analyze SEO and Web Traffic metrics, and submit regular reports to Management.

Qualifications:
Bachelor’s Degree/ Diploma in Marketing, Business Adminstration, Information Technology, or a related field.

2-3 years of experience in client onboarding, customer success, or related roles, preferably in the software or technology industry.

Strong interpersonal skills and ability to build rapport with clients and internal stakeholders.

Excellent communication skills, both verbal and written, with the ability to articulate complex concepts clearly and concisely.

Ability to manage multiple priorities and deliver results in a fast-paced environment.

Proficiency in project management tools, CRM & ERP software, and collaboration platforms.

Excellent communication skills in collaborating with clients and colleagues.

How to Apply:

  • Client Onboarding Specialist

    2 weeks ago

    Singapore beBeeKYC Full time $60,000 - $100,000

    Job Title: Client Onboarding Specialist The role of Client Onboarding Specialist is to operate commercial focus ensuring alignment to the bank's business objectives while adhering to the bank's control principles at all times. This includes reviewing and ensuring that all information and documents collected are good to satisfy regulatory...

  • Client Onboarding Specialist

    1 day ago

    Singapore FX TECHNOLOGY PTE. LTD. Full time

    Role Overview The Onboarding Specialist is responsible for guiding new clients through the initial setup and integration process, ensuring a smooth and efficient transition into the company's products or services. This role involves coordinating with internal teams, providing training and resources, addressing client inquiries, and ensuring all technical...

  • Client Onboarding Specialist

    2 days ago

    Singapore beBeeClientOnboarding Full time $90,000 - $120,000

    About this role We are seeking an experienced Client Onboarding & Due Diligence Specialist to join our team. As a Client Onboarding & Due Diligence Specialist, you will be responsible for ensuring a seamless and compliant client journey from onboarding to ongoing due diligence. Key Responsibilities: Manage the end-to-end onboarding process for corporate...

  • Client Onboarding Specialist

    2 weeks ago

    Singapore beBeeOnboarding Full time

    Client Onboarding SpecialistWe are seeking a detail-oriented Client Onboarding Specialist to join our team. As a key member of our onboarding process, you will be responsible for managing and processing client information and documents. This includes reviewing KYC information, coordinating with internal stakeholders, and ensuring compliance with company...

  • Client Onboarding Specialist

    1 week ago

    Singapore ORIENT FUTURES INTERNATIONAL (SINGAPORE) PTE. LTD. Full time

    **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...

  • Client Onboarding Specialist

    3 weeks ago

    Singapore FX TECHNOLOGY PTE. LTD. Full time

    Roles & ResponsibilitiesRole OverviewThe Onboarding Specialist is responsible for guiding new clients through the initial setup and integration process, ensuring a smooth and efficient transition into the company's products or services.This role involves coordinating with internal teams, providing training and resources, addressing client inquiries, and...

  • Client Onboarding Specialist

    2 weeks ago

    Singapore beBeeCompliance Full time

    Job Title:Client Onboarding SpecialistDescription:We are seeking a highly skilled Client Onboarding Specialist to join our team. As a key member of the Private Banking group, you will be responsible for ensuring seamless client onboarding experiences while maintaining the highest standards of compliance and risk management.Key Responsibilities:* Advise Front...

  • Associate, Client Onboarding Specialist

    4 days ago

    Singapore MUFG Full time

    **Do you want your voice heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 7th largest financial group in the world. Across the globe, we're 160,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term...

  • Client Onboarding Specialist

    2 weeks ago

    Singapore Wipro Limited Full time

    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...

  • Senior Client Onboarding Coordinator

    2 weeks ago

    Singapore beBeeClient Full time $80,000 - $120,000

    Client Onboarding Specialist RoleThe Client Onboarding Specialist plays a pivotal role in ensuring seamless client onboarding experiences. This individual will be responsible for reviewing client account information, coordinating the onboarding process, and maintaining accurate records.