Job
On-site
Core
Guide new corporate and individual clients through the onboarding process, ensuring documentation, compliance checks, and account setup are completed accurately.
Role type
Client onboarding specialist
Builds
New client accounts and payment solutions
Domain
Fintech / Banking
Deliverable
client delivery
Required skills
Client onboarding processes, KYC/AML procedures, compliance checks, documentation review, CRM systems, MS Office
Preferred skills
Customer service, account management, regulated environment experience, financial services background
Responsibilities
Explain products and services to clients, assist with application forms, coordinate with internal teams, resolve onboarding queries, maintain onboarding records, follow up with clients, collect feedback to improve workflows