Client Onboarding Specialist

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,...

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...

**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...

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...

About the RoleAs 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 ResponsibilitiesReach out to new clients to confirm details and outline next stepsSupport clients with basic documentation and appointment...

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...

The Company Our client is a specialist management consulting firm partnering with leading financial institutions across Asia. For this assignment, they are supporting a global financial institution with a strong presence in Hong Kong and Singapore, which businesses covers corporate and investment banking, asset management, private banking, and insurance. The...

**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...

**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...