Client Onboarding Specialist

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 inputs.
• keep up with evolving business requirements and apply relevant rules when validating onboarding documentation, triggering the required reviews, and executing corresponding system updates.
• Identify and highlight potential risks or issues, and lead discussions with relevant business functions to address and resolve in line with regulations and internal policies.
• Continuously identify opportunities for improvements to streamline the operational process and optimize the client journey.
• Have good planning and time management/prioritization skills.

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• 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 inputs.
• keep up with evolving business requirements and apply relevant rules when validating onboarding documentation, triggering the required reviews, and executing corresponding system updates.
• Identify and highlight potential risks or issues, and lead discussions with relevant business functions to address and resolve in line with regulations and internal policies.
• Continuously identify opportunities for improvements to streamline the operational process and optimize the client journey.
• Have good planning and time management/prioritization skills.

• Process oriented with a strong risk and control mindset and logical approach to problem solving.
• Sound judgement, attention to detail and accuracy, with ability to follow-through and effectively deliver on competing priorities in a fast-paced and ever-changing work environment.
• Excellent interpersonal, communication, presentation, and facilitation skills
• A university degree experience in roles of a similar capacity
• Experience in a client-facing role within a financial institution and/or proficiency in Mandarin are advantageous in supporting our clients in the APAC region.
• Self-starter who can work well with minimal supervision.
• Collaborator who can work well with different functions and can manage stakeholder expectations.
• A dedicated team player with a can-do attitude and eagerness to learn.
• Ability to diligently follow up and follow through on deliverables.

• Process oriented with a strong risk and control mindset and logical approach to problem solving.
• Sound judgement, attention to detail and accuracy, with ability to follow-through and effectively deliver on competing priorities in a fast-paced and ever-changing work environment.
• Excellent interpersonal, communication, presentation, and facilitation skills
• A university degree experience in roles of a similar capacity
• Experience in a client-facing role within a financial institution and/or proficiency in Mandarin are advantageous in supporting our clients in the APAC region.
• Self-starter who can work well with minimal supervision.
• Collaborator who can work well with different functions and can manage stakeholder expectations.
• A dedicated team player with a can-do attitude and eagerness to learn.
• Ability to diligently follow up and follow through on deliverables.