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Senior Client Onboarding Professional

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Sydney, New South Wales, Australia beBeeOnboarding Full time $60,000 - $100,000

The role of Client Onboarding Specialist is pivotal in ensuring a seamless transition for new clients into our services or products. They are responsible for managing the end-to-end client onboarding process, including account opening and ensuring that client identification documentation meets our policies, standards, and applicable legal and regulatory requirements.

Key Responsibilities
  • Manage the entire client onboarding lifecycle
  • Conduct Know Your Customer (KYC) procedures and ongoing due diligence under multiple regulatory frameworks for prospective and existing client accounts
  • Safeguard client confidentiality and ensure all standard operating procedures are compliant to relevant laws and regulations
  • Work closely with sales teams to facilitate the collection of relevant documents in accordance with prevailing account setup procedures
  • Perform qualitative and quantitative checks on New Account Documentation for all clients
  • Review customer identification files and ensure all accounts satisfy required standards, including KYC, Anti-Money Laundering (AML), and appropriateness and sanctions checks before onboarding
  • Identify, record, and resolve/escalate suspicious findings following established escalation and reporting obligations
  • Drive continuous operational improvements, in view of the changing operating and regulatory environment
Expectations
  • Represent our interests and reputation in the market
  • Ensure understanding and engagement with vision, purpose, strategic, and stakeholder considerations at Manager and Team levels
  • Demonstrate advanced leadership capabilities required of the position
  • Engage, support, motivate, and develop capability and potential in others
  • Attract, retain, and develop talent aligned to our values and behaviors
  • Reward and recognize good performance aligned to our goals and manage poor performance in a timely manner
  • Follow our policies, procedures, and code of Ethics and Conduct
  • Protect our confidential information and intellectual property
  • Play an active role in maintaining a safe work environment and the safety of others
  • Inspire confidence and urgency within the department and across the team for delivering timely, high-quality service to internal and external customers
  • Foster a culture of continuous improvement
  • Pursue agility and flexibility in responding to market and industry changes