Client Onboarding Specialist

2 weeks ago

Sydney, New South Wales, Australia beBeeOnboarding Full time $100,000 - $120,000

We are seeking an ambitious and driven individual to join our experience team as a Client Onboarding Manager. This is a critical role in which you will be responsible for heading up a team who are responsible for client experience, optimising process and exceeding service levels.

Key Responsibilities:
  • Collaborate with internal teams to ensure new clients are onboarded within Service Level Agreements (SLAs).
  • Track themes, share insights, and drive onboarding and engagement through smarter service delivery.
  • Cross-functional collaboration with internal departments to achieve SLAs and identify areas of improvement throughout onboarding and engagement.
  • Innovative material creation to increase adoption of services.

To succeed in this role, you will bring:

  • A natural drive to fix, improve, and take accountability, driving service levels.
  • Strong analytical skills, leveraging Excel, Power BI, and Tableau.
  • Confident navigation of competing priorities with a sense of urgency and professionalism.
  • Exceptional communication and problem-solving skills, with a calm, empathetic approach.
  • Strong influencing language to work with stakeholders at all levels of the business.

Benefits include enhanced leave, profit sharing, super service awards, career pathways, education assistance, and more.

About Our Company:

We are a global leader in Workplace Relations and Health & Safety advisory, proudly privately owned and financially stable, with a growing global client base of over 145,000.

  • Client Onboarding Specialist

    1 week ago

    Sydney, New South Wales, Australia Sunwood Consulting Full time

    Company DescriptionOur client is a proprietary trading firm backed by one of Australia's most reputable forex brokers, with over 8 years of brand history. By offering both financial backing and a professional trading platform, they create a low-barrier, high-reward environment that attracts talented traders. Their entry into the proprietary trading space...

  • Client Onboarding Specialist

    2 weeks ago

    Sydney, New South Wales, Australia beBeeOnboarding Full time $97,051 - $109,581

    Job SummaryWe are seeking a Client Onboarding Specialist to join our team. As a key member of our onboarding process, you will be responsible for interacting with customers, conducting Know Your Customer (KYC) procedures, and ensuring accurate documentation and system setup.

  • Client Onboarding Specialist

    1 week ago

    Sydney, New South Wales, Australia beBeeBusiness Full time $38,736 - $40,720

    Role DescriptionThis role plays a crucial part in providing exceptional support services to people with disabilities.The Client Onboarding Specialist is responsible for coordinating the intake process, identifying client needs, and developing tailored service plans. They also manage client data and engage with stakeholders to drive business growth.

  • Client Onboarding Specialist

    1 week ago

    Sydney, New South Wales, Australia beBeeDue Full time $100,000 - $120,000

    Client Due Diligence SpecialistWe are seeking an experienced Client Due Diligence Specialist to assist our business in the onboarding process for new customers.The ideal candidate will have a strong background in customer service, with experience in high-risk customer review and enhanced client due diligence.Key responsibilities include:Reviewing and...

  • Client Onboarding Specialist

    2 weeks ago

    Sydney, New South Wales, Australia beBeeAnalytical Full time $150,000 - $200,000

    Client Onboarding SpecialistAs a Client Onboarding Specialist, you will play a critical role in the smooth onboarding of clients across various product lines. Your key responsibilities will include trade allocation, matching and confirmation, as well as settlements management.You will work closely with the business and operations teams to assess market...

  • Client Onboarding

    2 weeks ago

    Sydney, New South Wales, Australia State Street Full time

    Who we are looking forSSGM Client Service Solutions ("CSS") is comprised of two teams of client facing product specialists focused on internal and external client satisfaction through proactive support and ownership of Client Onboarding & Maintenance and Regulatory Onboarding.The Client Onboarding & Maintenance team leads and manages the institutional client...

  • Client Onboarding Specialist

    1 week ago

    Sydney, New South Wales, Australia beBeeOnboarding Full time $90,000 - $120,000

    Customer Onboarding ExpertThis is an exciting opportunity to be part of a high-growth business in Australia.Job DescriptionThe successful candidate will manage the end-to-end onboarding process for new and existing customers, ensuring clear communication and timely updates to all stakeholders.Key Responsibilities:Execute projects from initiation to go-live,...

  • Client Onboarding Specialist

    2 weeks ago

    Sydney, New South Wales, Australia beBeeCompliance Full time $60,000

    About the Position:You will play a critical role in our client onboarding and management process, ensuring seamless transitions for new clients.Review and process non-standard account applications with meticulous attention to detailMaintain rigorous compliance with regulatory requirements, upholding the highest standards of integrityAccurately update client...

  • Client Onboarding

    3 weeks ago

    Sydney, New South Wales, Australia SERVICIOS DE MINERIA SWAZI, S.A. DE C.V. Full time

    OverviewClient Onboarding & Engagement Manager | NEW ROLE – Join to apply for the Client Onboarding & Engagement Manager | NEW ROLE role at SERVICIOS DE MINERIA SWAZI, S.A. DE C.V.We're Peninsula, the global #1 for Workplace Relations and Health & Safety advisory. Across ANZ, our expert teams support over 35,000 businesses, with unmatched service and...

  • Client Onboarding

    3 weeks ago

    Sydney, New South Wales, Australia SERVICIOS DE MINERIA SWAZI, S.A. DE C.V. Full time

    OverviewClient Onboarding & Engagement Manager | NEW ROLE – Join to apply for the Client Onboarding & Engagement Manager | NEW ROLE role at SERVICIOS DE MINERIA SWAZI, S.A. DE C.V.We're Peninsula, the global #1 for Workplace Relations and Health & Safety advisory. Across ANZ, our expert teams support over 35,000 businesses, with unmatched service and...