Client Onboarding Specialist

Ad Astra Consultants

Дин276.4-355.4K[Monthly]
On-site - CentralFresh Graduate/StudentBachelorContract
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Job Description

Benefits

  • Bonuses

    Performance Bonus

  • Health & Wellness

    Health Insurance

  • Time Off & Leave

    Annual Leave, Sick Leave

Description

  • 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. 


Requirements

  • 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.
  • Open for Fresh Graduates with Banking/Finance degree or relevant internship experience
  • 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
  • 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.


Client OnboardingMiddle Office documents
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Ruban M

Technical Recruitment ManagerAd Astra Consultants

Working Location

9 Penang Road. 9 Penang Rd, Singapore 238459

Posted on 14 October 2024

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