
Client Onboarding Manager
6 days ago
eToro is the trading and investing platform that empowers users to invest, share, and learn. We were founded in 2007 with the vision of a world where everyone can trade and invest simply and transparently. We have created an investment platform that is built around collaboration and investor education. On our platform, users can view other investors’ portfolios and statistics, and interact with them to exchange ideas, discuss strategies, and benefit from shared knowledge. We have 40 million registered users from 75 countries, and our platform is available in 20 languages. eToro is an innovative, fast-growing business and is listed on Nasdaq in May 2025. We have over 1,500 employees across more than 10 offices around the globe, strategically positioned to serve the needs of users. You can find out more about eToro here. eToro is on the hunt for a Client Onboarding Manager who is a people person, customer-centric, and ready to transform newcomers into trading experts faster than you can say "stock market. This is a **6-month contract position**, with the possibility of future opportunities depending on performance and business needs. **What will you be doing?** - ** **Inbound Call Management / Outbound Call Activities: Conduct outbound onboarding calls to potential customers to assist them in starting their journey with eToro. - Follow up on leads generated through marketing campaigns, referrals, or inquiries. - Identify customer needs and provide tailored solutions that meet their requirements. - Ideal to be capable of providing general market updates and understanding of the financial markets & products. - Handle inquiries & verification of accounts, sharing our products and services, providing prompt and professional responses to customer questions, and building strong customer relationships over the phone. - Maintain accurate customer records in the CRM system, ensuring all interactions are documented. - Achieve or exceed individual and team daily, weekly, and monthly targets to meet all KPIs set out in Service Quality Standards and Balanced Scorecard. **Requirements**: - Proven experience in telesales, customer service or a related role. - 1-3 years of total experience in financial services, a telemarketer/customer success agent will have an advantage. - Strong verbal communication and active listening skills. - Ability to handle high call volumes while maintaining quality and professionalism. - Goal-oriented mindset with the ability to handle objections and close deals effectively. - Excellent problem-solving skills and a customer-first mindset. - Highly motivated and sales-driven individual who is also an excellent team player. Sub Department: APAC BU Role: Retention
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Client Onboarding
6 days ago
Singapore LINNOVATE PARTNERS AFS PTE. LTD. Full timeThe Time for CHANGE is Now! - Linnovate Partners is a premium asset servicing firm, blending technology with industry expertise to deliver transformational experience to clients. We are dedicated to helping investors and investees to unlock investment value, and to streamlining various processes through automation, from administration to reporting to...
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Client Onboarding Control
4 days ago
Singapore Hays Full time $60,000 - $80,000 per yearSupport Wealth Management Client Advisors and clients on all client onboarding matters.Your new company You'll be working in the FSO Client Onboarding Team in Wealth Management Singapore. Client Onboarding is responsible for providing comprehensive support in Onboarding to our Clients and Client Advisors in various market teams. Your new role ...
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Client Onboarding Control
4 days ago
Singapore Hays Singapore Full time $60,000 - $80,000 per yearYour new company You'll be working in the FSO Client Onboarding Team in Wealth Management Singapore. Client Onboarding is responsible for providing comprehensive support in Onboarding to our Clients and Client Advisors in various market teams. Your new role As a Client Onboarding Specialist, you will Support Wealth Management...
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Client Onboarding Analyst
6 days ago
Singapore PAN-ASIA RESOURCES PTE LTD Full time**Job **Description** - 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...
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Client Onboarding Executive
5 days ago
Singapore GRX Full time**Overview** We’re seeking a detail-oriented **Client Onboarding Executive** to ensure new clients enjoy a seamless start with us. You’ll be the first point of contact, guiding them through processes and setting the stage for long-term partnerships. **Responsibilities** - Manage client onboarding from start to finish - Act as the main contact for new...
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Assistant Manager, Client Onboarding
3 days ago
Singapore IQ-EQ Full timeCompany Description IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide. **Job Description**: **Responsibilities** The successful incumbent will be part of the first line of defence...
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Client Onboarding Officer
2 days ago
Singapore JULIUS BAER Full time $60,000 - $120,000 per yearAt Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let's shape the future of wealth management together.The Client Onboarding Officer is part of the COO Division of Julius Baer Singapore (BJBS) in the Client Onboarding Team. The...
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Client Onboarding Officer
2 days ago
Singapore Julius Baer Full time $60,000 - $120,000 per yearAt Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let's shape the future of wealth management together. The Client Onboarding Officer is part of the COO Division of Julius Baer Singapore (BJBS) in the Client Onboarding Team. The...
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Client Onboarding Executive
1 week ago
Singapore JCO Management Pte Ltd Full time $36,000 - $48,000 per yearOverviewWe're seeking a detail-oriented Client Onboarding Executive to ensure new clients enjoy a seamless start with us. You'll be the first point of contact, guiding them through processes and setting the stage for long-term partnerships.ResponsibilitiesManage client onboarding from start to finishAct as the main contact for new clientsCoordinate with...
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Client Onboarding Associate
4 days ago
Singapore JCO Management Pte Ltd Full time $48,000 - $72,000 per yearSupport our sales team and ensure new clients have a smooth onboarding experience. Ideal for those who love helping others and organising processes.Key ResponsibilitiesGuide new clients through account setup.Coordinate with internal teams for onboarding tasks.Provide training or walkthroughs for product use.Collect feedback to improve onboarding.What You...