Account Onboarding Specialist
6 days ago
Job Description:
The primary objective of this role is to ensure a seamless onboarding experience for new clients. This involves guiding them through the sign-up process, account verification, and setup, while also explaining how our platform works and highlighting its value proposition.
Key Responsibilities:
- Develop and implement an onboarding strategy that aligns with business objectives.
- Collaborate with cross-functional teams to ensure effective client onboarding.
- Own the early-lifecycle engagement metrics for startup customers, including conversion, engagement, and customer NPS.
- Maintain accurate and complete KYC records in compliance with AML and KYC regulatory standards.
- Perform enhanced due diligence on sensitive clients as required.
Requirements:
- Minimum 2 years of work experience in onboarding, customer success, or a similar role.
- Strong communication skills in Mandarin and English, with the ability to communicate effectively with internal and external stakeholders.
- Willingness to work on rotating shifts, including weekends.
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