Client Onboarding Specialist

Job Profile: Client Onboarding SpecialistJob Summary:We are seeking a highly organized and detail-oriented Client Onboarding Specialist to join our team. The successful candidate will be responsible for ensuring seamless client onboarding experiences, managing multiple tasks efficiently, and maintaining accurate records.Key Responsibilities:Process new...

Job Description:The primary role of a Client Onboarding Specialist is to facilitate seamless client onboarding processes, ensuring compliance with regulatory standards and jurisdictional requirements.Responsibilities include regular communication with senior stakeholders regarding changes in Know Your Customer (KYC), Anti-Money Laundering (AML), and...

Job Title: Client Onboarding SpecialistJob Description:The Client Onboarding Analyst will be responsible for the completion of day-to-day activities as per standards and ensure accurate and timely delivery of assigned production duties.This role involves verifying account opening documents for PWM US clients against the KYC requirements and ensuring correct...

Job Title:Brand Onboarding SpecialistWe are seeking an experienced and detail-oriented Brand Onboarding Specialist to support our influencer and brand marketing initiatives.Main Responsibilities:Assist in identifying, outreach, and onboarding of influencers and content creators. Coordinate communication, follow-ups, and content tracking.Key...

Job OpportunityKey Role: We seek an experienced Associate Process Manager to oversee the efficient execution of customer onboarding processes.Primary Responsibilities:Technical Expertise: Proficient in XML, HTML, Python, and VBA Macros.Effective Communication: Excellent English communication skills, both verbal and written.Business Acumen: In-depth...

Operations Team Leader Job Description:We are seeking a highly skilled Operations Team Leader to join our team. The ideal candidate will have a strong background in client on-boarding, with experience in reviewing client documentation and ensuring accuracy of data entry.Key Responsibilities:\Review client account opening documentation to ensure accuracy and...

Induction Program ManagerAs an Induction Program Manager, you will play a pivotal role in crafting and delivering impactful induction experiences for new team members. Your primary responsibility will be to plan and execute comprehensive induction programs that foster seamless onboarding.Key Responsibilities:Program Design and Delivery: Develop and implement...

Job Role: Business Growth AssociateKey Responsibilities:Client Acquisition & OnboardingIdentify and onboard new clients for equity trading and investment services.Develop a strong network to generate leads and convert prospects into active clients.Ensure seamless onboarding with proper documentation and compliance.Client Relationship ManagementNurture...

About UsWe are seeking a Client Support Specialist to join our dynamic team. This is an excellent opportunity to work in a collaborative environment and enhance your professional skill set.The RoleAs a Client Support Specialist, you will play a crucial role in delivering outstanding customer service while working in a supportive team. Your responsibilities...

Job Title: Project CoordinatorShift Timings: 1 PM - 10 PM ISTLocation: Jaipur, hybridExperience required: 3 to 7 yearsAbout the Role:We are seeking a proactive and detail-oriented Onboarding & Project Coordination Specialist to manage the internal onboarding process for clients. This role involves completing all onboarding steps meticulously, coordinating...