Client Onboarding Administrator
2 days ago
At Kensington Group, you will have the opportunity to build a career as unique as you are, in a growing, dynamic environment.
**Role**
The Client Onboarding Administrator will work closely with and assist the Head of Client Relationship. This role also focuses on new business support and onboarding activities of new clients and intermediaries. You will receive mentorship and opportunities in a growing department.
**Job Scope**
**1) **Business Development
- Monitoring and updating of new business enquiries and ensure all enquiries are addressed and tracked
- Support projects around company initiatives on business development
- Prepare presentation decks and marketing material for client presentation
- Listening, understanding, and appropriately responding to clients’ needs
- Triage and respond to requests and inquiries in an accurate and timely manner following workflow and best practices
**2) **Client Onboarding**
Assist the Head of Client Relationship in all aspects of client service and administrative support.
- Collaborating with internal teams to deliver on client requests and ensure excellent client experience
- Set up, manage and update new business onboarding file, and status reports
- Ensure necessary follow-up actions are promptly taken on various onboarding matters
- Familiarize and liaise with legal and compliance for KYC and legal issues
- Liaising with clients on KYC and due diligence requirements and follow up timely on outstanding documentations
- Review and ensure completeness of onboarding documentation
- Preparation of documentation for new business approval
- Ensure a successful and smooth onboarding of any new clients by working with cross-functional teams to ensure proper set-up and delivery
The list of duties and responsibilities above is not exhaustive. It is intended to describe the general content of, and requirements for the performance of this role and as such this role may also include the undertaking of additional tasks as assigned by the Company.
**Job Requirements**
Self-motivated, abilities to work under pressure in a team environment.
- Excellent time management, interpersonal and multitasking skills.
- Strong written and verbal communication skills. Fluent in English, and Mandarin will be a bonus.
- Demonstrates good interpersonal skills, pro-active team player but also able to work independently.
- General sense of risk awareness. Risk conscious with emphasis on sensitive data sharing.
- Highly proactive and diligent in follow up and follow through.
- Client focused, organized at bundling of requests and sensible on turnaround time
- Preferably more than 2 years’ experience in the financial or corporate services industry in client service roles, client due diligence and onboarding or administrative roles.
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