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Onboarding Process Leader

1 week ago

Kuala Lumpur, Kuala Lumpur, Malaysia Atlanticpartnersasia Full time
Job Overview:

We are seeking a Client Onboarding Specialist to join our team at Atlantic Partners Asia. The successful candidate will be responsible for leading the onboarding process, ensuring a seamless experience for clients.

About the Role:

  • Lead Onboarding Process: Lead the full cycle of client onboarding, from initial contact to successful implementation and integration of services.
  • Develop Onboarding Plans: Develop and tailor onboarding processes and plans for individual clients, considering their unique needs, risk profiles, and business goals.
  • Manage Onboarding Tasks: Manage the timeline and ensure all onboarding tasks are completed on time, including setting up client accounts, completing necessary documentation, performing KYC checks, and managing the technical integration with the company's systems.

Requirements:

  1. Compliance Knowledge: Have a strong understanding of relevant financial regulations, data privacy laws, and industry standards.
  2. Communication Skills: Possess excellent communication skills, with the ability to provide clear instructions and guidance to clients.
  3. Teamwork: Be able to work closely with cross-functional teams, including sales, product, legal, compliance, and IT teams.