Job Description
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 Management
Manage the full onboarding process from initial contact through to activation
Guide clients through document...
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 Management
Manage the full onboarding process from initial contact through to activation
Guide clients through document...
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