Client Onboarding Specialist

1 week ago


Singapore JCO Management Pte Ltd Full time

About the Role

As a Client Onboarding Specialist, you'll be the first point of contact for new clients, from welcoming them, guiding them through essential steps to ensuring their experience starts on the right note.

Key Responsibilities

  • Reach out to new clients to confirm details and outline next steps
  • Support clients with basic documentation and appointment scheduling
  • Handle simple process-related enquiries
  • Maintain accurate onboarding records and client information
  • Provide feedback to help improve onboarding processes

Who We're Looking For

  • Diploma or Degree in any field
  • Warm, friendly and well-organised
  • Strong communicator with good coordination skills
  • Comfortable interacting with clients from diverse backgrounds
  • Customer service experience is beneficial

What You'll Gain

  • A strong foundation in client service and coordination
  • Guidance from a supportive and collaborative team
  • Exposure to onboarding, follow-ups and client care workflows
  • Career growth opportunities in Client Success, Relationship Management or Operations

Job Types: Full-time, Permanent

Pay: $5, $6,500.00 per month

Benefits:

  • Health insurance
  • Professional development

Work Location: In person



  • Singapore Newtone Consulting Full time

    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...


  • Singapore NEW TONE CONSULTING PTE. LTD. Full time

    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...


  • Singapore Epergne Solutions Full time

    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...


  • 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...


  • Singapore Rapsys Technologies Full time

    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...


  • Singapore Newtone Consulting Full time

    **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...


  • Singapore Hays Malaysia Full time

    **Your new company** Client is a top tier investment bank in Singapore, looking for a Client Onboarding Specialist to join them in their fast and growing team. **Your new role** Are you a person who enjoys interaction and coordination with internal and external stakeholders? Are you good at planning and time management? We’re looking for someone like...


  • Singapore Bank of Singapore Full time

    -Bank of Singapore Singapore Posted 6 hours ago Permanent Competitive - Client Due Diligence Specialist - Client Onboarding (Associate Director)- At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our...


  • Singapore Bank of Singapore Full time

    -Bank of Singapore Singapore Posted 6 hours ago Permanent Competitive - Client Due Diligence Specialist - Client Onboarding (Associate/Senior Associate)- At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people...


  • Singapore UBS Full time

    Singapore - Operations - Investment Bank **Job Reference #** - 256270BR **City** - Singapore **Job Type** - Full Time **Your role** - Are you incredibly organized with an eye for detail? Do you have a high client service orientation and high risk awareness? We're looking for someone like that to: - Being part of the IB Client Onboarding Team - supporting...