Job Description

Client Onboarding Specialist

Full Time | Hybrid | Bulakan, Bulacan

About the Role

We are seeking a detail-oriented and client-focused Client Onboarding Specialist to manage new client enquiries and support end-to-end onboarding activities. This role is critical in creating positive first impressions, guiding clients through the onboarding process, and ensuring full compliance with regulatory and firm requirements.

Key Responsibilities

  • Client Engagement & Onboarding

    • Serve as the primary point of contact for new client enquiries, providing professional and courteous service

    • Guide clients through the complete onboarding process from initial contact to successful account setup

    • Collect, verify, and accurately record required documentation, identification, and forms

  • Documentation & Compliance

    • Maintain accurate, complete, and up-...

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