IB Onboarding Specialist
1 day ago
We are looking for an experienced Partnership Support Specialist to join our team at Swivelt Pte. Ltd.
Main Responsibilities- Onboard and manage IBs (Introducing Brokers) and PAMMs (Percentage Allocation Management Modules), ensuring a smooth and efficient process.
- Monitor and review onboarding processes to ensure they align with best practices, highlighting and addressing any issues or delays.
- Handle complex onboarding cases involving compliance risk or unique complexities, ensuring they are resolved efficiently.
- Process IB and PAMM registrations, verify KYC, resolve missing documentation, and liaise directly with sales teams to ensure timely approvals.
This mid-level role will be part of the Partnership Operations team, working closely with commercial, marketing, and compliance teams to ensure seamless collaboration.
The ideal candidate will have excellent communication skills, both written and verbal, and be able to work effectively with internal teams and partners.
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Customer Onboarding Specialist
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Client Success Advocate
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Kuala Lumpur, Kuala Lumpur, Malaysia Swivelt Pte. Ltd. Full timeKey ObjectivesThe successful Partnership Support Specialist will be responsible for:Main GoalsEnsuring the complete partner experience from onboarding to ongoing support is delivered with efficiency and accuracy.Managing the daily tasks of onboarding IBs (Introducing Brokers), PAMMs (Percentage Allocation Management Modules), and other partners.Identifying...
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Client Onboarding Specialist
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Kuala Lumpur, Kuala Lumpur, Malaysia Swivelt Pte. Ltd. Full timeAbout the JobWe are seeking an experienced Partnership Support Specialist to join our team at Swivelt Pte. Ltd., responsible for managing the complete partner experience from onboarding to ongoing support.Main TasksManage and monitor pending queues, ensuring tasks are assigned efficiently based on team availability.Quality control & best practices: Monitor...
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Partnership Support Manager
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Kuala Lumpur, Kuala Lumpur, Malaysia Swivelt Pte. Ltd. Full timeJob DescriptionWe are seeking an experienced Partnership Support Specialist to join our team at Swivelt Pte. Ltd.Key ResponsibilitiesManage the complete partner experience from onboarding to ongoing support, ensuring all processes are executed with efficiency and accuracy.Oversee the daily tasks of onboarding IBs (Introducing Brokers), PAMMs (Percentage...
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