Client Management Coordinator
Core
Primary point of contact for new client onboarding, guiding accounts from initiation to completion while maintaining regulatory standards.
Role type
Client Management Coordinator
Builds
Client onboarding journeys and account setups
Domain
Financial services / Regulatory compliance
Deliverable
client delivery
Required skills
Client onboarding, KYC, CDD, regulatory compliance, cross-functional liaison, stakeholder management, process standardization, escalation management, documentation management, CRM/workflow tools
Preferred skills
Microsoft Office Suite, strategic prioritization, continuous improvement
Responsibilities
Guide new client onboarding from initiation to completion, Serve as main liaison between clients and internal teams, Oversee onboarding requests for policy and regulatory alignment, Provide weekly status updates to stakeholders, Collaborate to prioritize onboarding requests, Represent the organization in onboarding and account-setup matters, Champion standardization and process improvements, Manage escalations and resolve issues, Maintain accurate documentation and records, Utilize tools to track and report onboarding metrics