Our client is seeking a Client Onboarding Specialist to join their team, which provides technology and solutions that help financial institutions manage regulatory risk, maintain accurate client data, and streamline compliance processes. This role will work closely with internal teams and external clients to support onboarding workflows, manage regulatory documentation, and improve operational processes.
Responsibilities:
- Manage multiple client onboarding requests while ensuring timely completion of deliverables
- Interpret and review financial and legal entity documentation as part of onboarding and regulatory requirements
- Partner with cross-functional teams and third-party vendors to support onboarding processes
- Prepare project trackers and lead client meetings to provide updates on progress and milestones
- Identify process gaps and recommend improvements to enhance efficiency
- Build and maintain strong relationships with clients, partners, and internal stakeholders
- Support the implementation of new workflows and regulatory requirements
Qualifications:
- 1–3 years of experience in client onboarding, regulatory compliance, or financial services operations
- Familiarity with KYC documentation and onboarding processes
- Exposure to derivatives trading is a plus
- Strong analytical, organizational, and problem-solving skills
- Excellent communication and presentation abilities
- Proficiency in Microsoft Office, particularly Excel
- Ability to manage multiple priorities in a fast-paced environment
