Onboarding Specialist

We are looking for a motivated and detail-oriented Onboarding Specialist to lead client acquisition and ensure a smooth onboarding journey for new clients. In this role, you will present our product offerings to prospective clients, coordinate with internal teams — especially Compliance — to ensure regulatory requirements are met, and provide hands-on support throughout the onboarding process. The ideal candidate has a strong mix of sales, customer service skills, and a good understanding of regulatory processes in the financial services space.

• Client Acquisition & Relationship Building
  • Lead outreach and communication with prospective clients
  • Understand client business needs and present tailored product solutions
  • Build strong, trust-based relationships to support long-term engagement
• Onboarding Management
  • Manage the full onboarding process from initial contact through t...