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Onboarding Experience Specialist
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The role of Client Onboarding Lifecycle Officer is pivotal in ensuring a seamless experience for clients. To excel in this position, you will require strong organizational and interpersonal skills.
Key Responsibilities:- End-to-End Onboarding Coordination:
- Manage the onboarding lifecycle from initial contact through to operational go-live.
- Serve as the primary point of contact for internal stakeholders and clients during the onboarding process.
- Process Management & Optimization:
- Design, document, and implement streamlined onboarding workflows and procedures.
- Identify and implement process improvements and automation opportunities to enhance client experience and reduce onboarding timelines.
- Cross-Departmental Collaboration:
- Work closely with Compliance, Operations, Customer Service and Business Development teams to facilitate smooth client transitions.
- Represent the onboarding team in internal governance and client meetings.
- Reporting & MI:
- Maintain accurate onboarding records and dashboards.
- Provide regular updates and KPIs to senior management and regulators as required.
- Bachelor's or Master's degree in Business, Law, Finance, or a related field.
- Minimum 5-7 years of experience in client onboarding, KYC/AML, or a related field within the financial services sector.
- Solid understanding of regulatory frameworks.
- Proven experience onboarding complex legal structures.
- Strong leadership, organizational, and project management skills.
- Excellent communication and interpersonal abilities.
- Fluent in English; French, German or any other European language is a plus.