We're looking for a Client Onboarding Specialist to:
- Be the dedicated point of contact for front-to-back support throughout the client's onboarding journey.
- Engage directly with client advisors to understand client profile, assess documentation requirements and capture required inputs.
- Keeping up with evolving business requirements and applying 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's journey.
- Have good planning and time management/prioritization skills.
The Successful Applicant
- Process oriented with a strong risk and control mindset and logical approach to problem solving.
- Sound judgement, attention to detail and accuracy, with the ability to follow-through and effectively deliver incompetent priorities in a fast-paced and ever-changing work environment.
- Excellent interpersonal, communication, presentation, and facilitation skills
- A university degree with at least 2-5 years' experience in roles of a similar capacity
- A 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.
- The ability to diligently follow up and follow through on deliverables.
