Client Onboarding Specialist

2 weeks ago

Sydney, Australia Hatch Full time

** This role is at UBS (not for Hatch)**

Hatch is supporting UBS to find a great Client Onboarding Specialist to join their Sales and Customer Success team. Hatch exists to level the playing field for people as they discover a career that’s right for them. We model this in our hiring process for our partners like UBS.

**About the role at UBS**

We’re looking for such an individual to join our team of Client Onboarding Specialist to:

- advise on KYC vetting and regulatory requirements and handhold the client through the onboarding and account opening process
- understand how risk factors impact client risk rating
- handle sensitive and confidential information in accordance to UBS firm policy
- identify areas for improvement, share knowledge and conduct quality meetings with internal teams and stakeholders
- contribute to continuous improvement of processes and services
- have experience of writing and implementing comprehensive procedures
- understand the impact of technology and how it can aid in improving process efficiency

**Seniority**

Junior - A role for someone with some basic skills, good motivation and ability to learn. Typically up to 2 years of experience is required.

**Responsibilities**
- Account Retention and Expansion - Proactively identify opportunities for expansion and limit risk of churn by collaborating with clients to deliver on actions
- Adoption and Success Management - Support customers gain value from the product /

service. Including check-ins, training, addressing blockers to adoption, and providing best practice advice
- Customer Advocacy and Feedback - Advocate for customers by providing feedback to internal teams on how to better meet customer needs

**Strengths**
- Service orientation - Actively seeks and develops strategies to help key stakeholders
- Collaboration - Works with others by being open, clear in communication and listening to achieve goals
- Problem solving - Identifies problems and develops logical solutions that address the problems

Hatch exists to level the playing field for people as they discover a career that's right for them. We model this in our hiring process for our partners like UBS.

We do not discriminate on the basis of gender identity, sexual orientation, cultural identity, disability, age, or any other non-merit factors. To put it simply, Hatch is for everyone.

**Salary**: $50,000.00 - $120,000.00 per year

Schedule:

- Day shift

  • Client Onboarding Specialist

    2 months ago

    Sydney, Australia Anton Murray Consulting Full time

    Sydney- Investment Banking- PermanentOur client is a global US Investment bank, seeking a Client Onboarding Specialist. The Client Onboarding Team works to manage the operational risks associated with the introduction of new client relationships to our client. This is an internal and external client-facing role and in many cases, contact with the Client...

  • Client Onboarding Specialist

    6 days ago

    Sydney, New South Wales, Australia UBS Full time

    Australia Operations Investment BankJob Reference #BRCity SydneyJob Type Full TimeYour role Do you have a strong eye for detail and are incredibly organised? Do you have a client service orientation and high risk awareness? We're looking for such an individual to join our team of Client Onboarding Specialist to:advise on KYC vetting and regulatory...

  • Client Onboarding Specialist

    2 weeks ago

    Sydney Central Business District, Australia HAYS Full time

    Client Onboarding Specialist covering Wealth Management for a global bank based in Sydney **Your new company** This company is a prestigious global bank that specialises in Investment Banking and Wealth Management. The role is within the Wealth Management business, which services individuals, families and institutions investing in both domestic and...

  • Client Onboarding Specialist

    4 weeks ago

    Sydney, Australia UBS Full time

    Australia - Operations - Group Functions **Job Reference #** - 294278BR **City** - Sydney **Job Type** - Full Time **Your role** - Would you like to help us enhance our client experience, now and for the future? Are you client orientated with high risk awareness? - In Wealth Management we are the experts in how the firm operates. Our vision is to always...

  • Client Onboarding Specialist

    6 days ago

    Sydney, New South Wales, Australia UBS Full time

    Australia Operations Group FunctionsJob Reference #BRCity SydneyJob Type Full TimeYour role Would you like to help us enhance our client experience, now and for the future? Are you client orientated with high risk awareness? In Wealth Management we are the experts in how the firm operates. Our vision is to always enhance the client experience now and for the...

  • Client Onboarding Specialist

    5 days ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Melbourne, SydneyWealth ManagementContract or TemporaryOur client is a leading Private Wealth Manager seeking an experienced Client Onboarding / KYC candidate to join their team for an initial 12 month contract in either Sydney or Melbourne. This position lies with the Account Management Team, a team that is responsible for ensuring that Know Your Client...

  • Onboarding Specialist

    3 weeks ago

    Sydney, Australia Advice Intelligence Full time

    Our Onboarding Specialists are key to making our software platform shine in the eyes of new and existing customers. You will become a product champion, knowing the in’s and out’s of the platforms functionality, capability and roadmap. You will be required to project manage all the assisted onboarding aspects for new clients; including process mapping and...

  • Onboarding Specialist

    6 days ago

    Sydney, New South Wales, Australia Advice Intelligence Full time

    Our Onboarding Specialists are key to making our software platform shine in the eyes of new and existing customers. You will become a product champion, knowing the in's and out's of the platforms functionality, capability and roadmap. You will be required to project manage all the assisted onboarding aspects for new clients; including process mapping and...

  • Client Onboarding Specialist

    5 days ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Melbourne, Sydney- Wealth Management- Contract or TemporaryThis position lies with the Account Management Team, a team that is responsible for ensuring that Know Your Client (KYC) account opening documentation complies with the firm's global standards and any additional local regulatory requirements. Review documentation from Sales which includes the Client...

  • Onboarding Specialist

    2 weeks ago

    Sydney, Australia Give A Grad A Go Full time

    Salary between $60k - $70k + super (depending on experience) - Lots of social events plus an annual offsite. - $5,000 in additional tax benefits with salary packaging **Company Profile - Not for profit** This not-for-profit organisation are pioneers in the ticketing industry. With offices in Sydney, NZ, and the USA they are looking to grow their teams...

  • Onboarding Specialist

    4 days ago

    Sydney, Australia Salt Recruitment Full time

    Our client is one of Australia’s most prominent FMCG retailers with stores Australia-wide. Your role will be to support the national roll-out of the company’s rewards program, engaging directly with stakeholders both internal & external while managing retailer program onboarding and account management. Joining the retail engagement team in Macquarie...

  • Client Onboarding Analyst

    5 days ago

    Sydney, New South Wales, Australia Rabobank Full time

    Rabobank is the world's leading specialist in food and agribusiness banking. One of our key strengths lies in our people who have a deep understanding of agriculture and are committed to adding long-term value for clients. Our commitment to our employees and clients is at the heart of everything we do. 6month fixed term contract in Client Onboarding team...

  • Client Onboarding Analyst

    5 days ago

    Sydney, New South Wales, Australia Rabobank Full time

    Rabobank is the world's leading specialist in food and agribusiness banking. One of our key strengths lies in our people who have a deep understanding of agriculture and are committed to adding long-term value for clients. Our commitment to our employees and clients is at the heart of everything we do.The role: 2 x Client Onboarding Analyst (KYC) vacancies...

  • Onboarding Specialist

    6 days ago

    Sydney, New South Wales, Australia Salt Recruitment Full time

    Our client is one of Australia's most prominent FMCG retailers with stores Australia-wide.Your role will be to support the national roll-out of the company's rewards program, engaging directly with stakeholders both internal & external while managing retailer program onboarding and account management.Joining the retail engagement team in Macquarie Park, this...

  • Client Onboarding Analyst

    2 months ago

    Sydney, Australia Rabobank Full time

    Rabobank is the world’s leading specialist in food and agribusiness banking. One of our key strengths lies in our people who have a deep understanding of agriculture and are committed to adding long-term value for clients. Our commitment to our employees and clients is at the heart of everything we do. **The role**: - 2 x Client Onboarding Analyst (KYC)...

  • Client Onboarding Administrator

    2 weeks ago

    Sydney, Australia Employsure Full time

    Fantastic entry level role for those with strong customer service skills - Build a career in HR with a focus in Training and Development - Amazing perks and discounts on offer We are looking for customer service superstars to join our growing HR Software Business, BrightHR. You will provide a world-class onboarding experience for our clients, making the...

  • Onboarding & Training Specialist

    4 weeks ago

    Sydney, Australia Australian Retirement Trust Full time

    Be part of an inclusive and high-performing team - Enjoy a rewarding career move with opportunities for development - Make a difference with a fund that puts members first **About us** When you work for Australian Retirement Trust, every day is an opportunity to be a force for good in the lives of more than 2 million members. Australian Retirement Trust...

  • Client Onboard Specialist

    4 days ago

    Sydney, Australia FareHarbor Full time

    **About FareHarbor** At FareHarbor, our mission is to make experiences better for everyone. Founded in 2013 in Hawaii and acquired by Booking Holdings in 2018, FareHarbor creates powerful tools that enable our clients (think boat rentals, museums, food tours, events and more!) to operate and grow. With over 20,000 clients across 90+ countries—we're the...

  • Onboarding Specialist- Apac

    7 days ago

    Sydney, Australia Klaviyo Full time

    Onboarding Experts at Klaviyo are a critical part of our future success. We take the success and happiness of our customers incredibly seriously. Our mission is to exceed our customers expectations when getting them up-and-running with Klaviyo. We are looking for an Onboarding Specialist for our Sydney Office who is passionate about providing the best...

  • Onboarding Specialist

    3 weeks ago

    Sydney, Australia Worldline Full time

    **The Opportunity** The Onboarding specialist will be responsible for Customer store change requests and new store activations for the Axis platform. Most of the customer base of Axis is in Europe, hence you will be working with a variety of customers (tickets) on a daily basis. Apart from Axis, the team also supports other managed services and products of...