Your role
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
Your expertise
- 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 with at least 0-2 years' 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.
