Officer - Client Onboarding

Added
1 day ago
Type
Full time
Salary
Salary not provided

Related skills

financial services microsoft office viewpoint client onboarding imanage

📋 Description

  • Support clients throughout onboarding and lifecycle journey for a smooth experience.
  • Build trusted relationships with clients and stakeholders with timely support.
  • Review and coordinate due diligence documentation for onboarding readiness.
  • Prepare client engagement agreements and support onboarding and incorporation activities.
  • Coordinate regulatory and licensing applications, ensuring accurate submissions.
  • Maintain high-quality client records and data across teams.

🎯 Requirements

  • Experience in financial services, corporate services, client onboarding or related professional
  • Understanding of corporate structures, regulatory requirements and lifecycle processes.
  • Strong communication and relationship-building skills with clients and colleagues.
  • Excellent organisation and attention to detail; manage competing priorities.
  • Proficiency in Microsoft Office; experience with iManage, NavOne, Viewpoint or similar.
  • Degree, diploma or professional qualification in Law, Management, Finance or related discipline, or

🎁 Benefits

  • Competitive salary
  • Hybrid work arrangement (please check specifics during interview)
  • Private Pension Plan fully paid after probation
  • Private medical insurance with Catastrophe cover fully paid
  • Employee recognition program and spot bonuses
Share job

Meet JobCopilot: Your Personal AI Job Hunter

Automatically Apply to Operations Jobs. Just set your preferences and Job Copilot will do the rest — finding, filtering, and applying while you focus on what matters.

Related Operations Jobs

See more Operations jobs →