Customer Onboarding Specialist

1 week ago

Sydney, New South Wales, Australia beBeeOnboarding Full time

Are you a detail-oriented professional with exceptional communication skills and the ability to work independently? Do you thrive in a fast-paced environment where no two days are ever the same? If so, we have an exciting opportunity for you as an Onboarding Analyst

Job Description

As an Onboarding Analyst, you will play a critical role in ensuring the efficient customer onboarding process across our business divisions. You will be responsible for conducting thorough checks to verify customer information, issuing necessary documentation, and maintaining accurate records.

  • Verify customer information and conduct due diligence checks to ensure compliance with local regulatory requirements
  • Issue client documentation, including initiation of agreements, to new customers as per regulatory and exchange requirements
  • Classify customers based on their risk profile to ensure effective risk management
  • Meet daily targets set by the Onboarding Manager to ensure timely completion of tasks
  • Administer, allocate, and update the onboarding pipeline on a daily basis to track customer progress

You will also be responsible for:

  • Maintaining complete records of all customer documentation
  • Informing relevant teams of case progress
  • Issuing Business Head approval requests in line with regulatory requirements
  • Attending weekly business line prioritization check-in calls to discuss ongoing projects
  • Assisting with ad-hoc reviews, projects, and audits as required
  • Dealing efficiently with general day-to-day ad-hoc queries
  • Working closely with the Financial Crime team to identify and mitigate potential risks
Required Skills and Qualifications

To succeed in this role, you will need to possess the following skills and qualifications:

  • Excellent verbal and written communication skills
  • Collaborative team player with strong interpersonal skills
  • Ability to work independently with minimal supervision
  • High level of responsibility in a fast-paced and dynamic environment
  • Strong analytical skills with attention to detail
  • Experience working in a regulated environment with knowledge of risk and compliance requirements
  • Proficiency in back-office systems with experience with World Check preferred

What We Offer

We offer a competitive compensation package, opportunities for growth and development, and a collaborative work environment that fosters innovation and creativity. If you are a motivated and results-driven individual looking for a challenging role, apply today

Benefits

As a valued member of our team, you will enjoy:

  • Competitive salary and benefits package
  • Opportunities for career advancement and professional growth
  • A collaborative and dynamic work environment
  • Flexible working arrangements to balance work and personal life

Why Join Us?

We are a forward-thinking organization committed to delivering exceptional results and exceeding customer expectations. Our values include respect, integrity, collaboration, developing our people, and being adaptable and nimble. If you share these values and are passionate about making a difference, join us today and take your career to the next level

  • Customer Onboarding Specialist

    2 weeks ago

    Sydney, New South Wales, Australia beBeeOnboarding Full time $110,000 - $140,000

    Customer Onboarding SpecialistWe are seeking an experienced professional to lead our onboarding process, ensuring a seamless and efficient experience for our customers.Key Responsibilities:Develop and implement onboarding plans tailored to meet customer needsCollaborate with internal teams to ensure timely and effective execution of onboarding...

  • Customer Onboarding Specialist

    1 week ago

    Sydney, New South Wales, Australia beBeeOnboarding Full time $70,000 - $100,000

    Job DescriptionWe are seeking a skilled Customer Onboarding Specialist to join our team. In this role, you will play a crucial part in ensuring clients receive the best possible customer experience when onboarding to our platform.You will support clients during their first months working with us through platform training, onboarding partners, preparing...

  • Customer Onboarding Specialist

    6 days ago

    Sydney, New South Wales, Australia beBeeCustomerOnboarding Full time $80,000 - $115,000

    Customer Onboarding Specialist">This role involves end-to-end support and guidance for the onboarding process of small to medium-sized clients. The ideal candidate will have excellent customer engagement skills, including the ability to manage customer expectations, handle scope changes, and address requirements-related issues...

  • Customer Onboarding Specialist

    1 week ago

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

    Job Description:We are seeking a skilled Customer Onboarding Specialist to join our team. In this role, you will be responsible for delivering exceptional customer experiences through our virtual onboarding process.Your primary objective will be to build strong relationships with our customers, understand their needs, and develop personalized support plans...

  • Customer Onboarding

    6 days ago

    Sydney, New South Wales, Australia Calven Full time

    **Meet Calven **Our technology platform has been in market for over a year and we are here to make the future of work, work for everyone (just ask our friends over at Canva). The world has changed rapidly - as individuals, our expectations for when, where, and how we want to work have changed and we are here to optimise that experience for everyone. After...

  • Customer Onboarding Expert

    2 weeks ago

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

    Job DescriptionThe Client Onboarding Department plays a crucial role in safeguarding our business against financial crime and terrorist financing by verifying new customers.We are seeking an Onboarding Specialist to ensure efficient onboarding of customers across business divisions, who will:Conduct thorough Customer Due Diligence (CDD), Know Your Customer...

  • Customer Onboarding Specialist

    1 week ago

    Sydney, New South Wales, Australia Aircall Full time

    **SYDNEY /****CUSTOMER EXPERIENCE - 13009 - ONBOARDING /****FULL TIME****/ HYBRID**- Aircall is a place where voices are valued.Backed by over $220 million of investment since 2015, we create technology that fuels accessible, transparent and collaborative communication to empower our base of 14,000+ customers (and growing) to make authentic, human...

  • Onboarding Specialist

    1 week ago

    Sydney, New South Wales, Australia beBeeResponsibility Full time $90,000 - $110,000

    Job Title:">This is a unique opportunity to work as an Onboarding Specialist, responsible for ensuring that customers are efficiently on-boarded in accordance with Group policies and procedures.">Job Description:">The Onboarding Department plays a key role in combatting financial crime and terrorist financing. Our team is responsible for conducting the...

  • Onboarding Specialist

    2 weeks ago

    Sydney, New South Wales, Australia beBeecustomer Full time $80,000 - $90,000

    We're looking for a Customer Onboarding Specialist who's excited by working with both people and projects, solving complex problems and collaborating across an array of industries and specialties to drive forward a generational product.About the Role

  • Customer Onboarding Specialist

    1 week ago

    Sydney, New South Wales, Australia Weel Full time $90,000 - $120,000 per year

    About Weel notable Joining forces with payment providers, Visa and Nium, to bring even more value to our customers. The successful launch of our sophisticated new brand that positions us for future growth beyond Australia Listed on the Australian Financial Review - Most Innovative Companies Winning 'Partnership of the Year' alongside Slyp at the 2022...