Onboarding Specialist

About the Role

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.

Key Responsibilities

1. 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

2. Onboarding Mana...