Job Description

Onboarding Professional


We are seeking a detail-oriented and motivated Onboarding Professional to lead client acquisition and ensure a seamless onboarding experience for new clients. This role involves presenting our product offerings to prospective clients, coordinating with internal teams - particularly Compliance - to guarantee regulatory requirements are met, and providing hands-on support throughout the onboarding process. The ideal candidate will possess a strong mix of sales, customer service skills, and an in-depth understanding of regulatory processes in the financial services sector.


Key Responsibilities:


  • 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 facilitate long-term engageme...

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