Client Onboarding Specialist

10 hours ago

Sydney, New South Wales, Australia beBeeCustomerOnboarding Full time $80,000 - $100,000

Client Onboarding Professional Overview

Job Description:

We are seeking an experienced Client Onboarding Professional to join our team. The successful candidate will be responsible for executing the activities in the client onboarding process, inclusive of account opening, with a strong focus on ensuring that client identification documentation, name screening, and data capture activities meet regulatory requirements.

Key Responsibilities:
  • Manage the end-to-end client onboarding process.
  • Conduct KYC procedures and ongoing due diligence under multiple regulatory frameworks for prospective and existing client accounts (account onboarding).
  • Safeguard client privacy and ensure all standard operating procedures are compliant with relevant laws and regulations.
Required Skills and Qualifications:

To be considered for this role, you will need to possess the following skills and qualifications:

  • Tertiary qualification in finance, business, or related field.
  • RG146 accreditation requirements.
  • Excellent written, verbal, and interpersonal communication skills.
  • High attention to detail with the ability to maintain quality even in busy times.
  • Strong analytical and problem-solving skills.
Desired Skills and Experience:

The ideal candidate will have the following skills and experience:

  • 1-2 years' relevant experience in client onboarding, customer account management, or customer service role.
  • Passion for providing excellent customer service.
  • Experience with CRM software such as Salesforce and Hubspot.
Benefits:

This is an excellent opportunity to work in a dynamic and growing organization, with opportunities for career development and advancement.

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