Client Onboarding Lead

Job Title: Compliance ManagerWe are seeking a Compliance Manager to oversee client onboarding across property and private client matters. This role involves supervising and mentoring New Business Assistants, monitoring workflow and performance to meet service level agreements (SLAs) and deadlines.ResponsibilitiesSupervise and mentor junior team...

Client Onboarding ExpertWe are seeking a highly skilled and experienced professional to lead our client onboarding process.Key Responsibilities:Lead, direct, and govern the client onboarding process, ensuring alignment with overall business objectives and enhancing customer satisfaction.Act as the primary liaison between clients, internal teams, and external...

Business Development Associate - Insurance SupportThe role involves assisting in onboarding new clients by collecting and verifying their documentation. This includes providing support to the business development team in preparing customized insurance proposals and quotations.Maintaining accurate records of client interactions and proposal submissions is...

Job Description">Our organization is seeking a highly skilled Intake Coordinator to join our team. In this role, you will be responsible for the administration of new clients and maintaining maximum occupancy rates for various funding streams.You will manage referrals via multiple channels, accurately and efficiently complete data entry using our Client...

About MomenceMomence is a next-gen booking and communications platform for experience-based businesses, such as yoga and pilates studios, gyms, dance schools, salons and spas, golf facilities, swim schools, etc. We help thousands of businesses with scheduling and payments, communication, and automation of their business backend. We also have a...

Salary Range: $65,000-$75,000 Base + Superannuation + ESOPReports to: Senior Onboarding AssociateLocation: Melbourne (AU)Work Type: HybridEmployment Type: Full TimeAbout FreshoFresho is a fast growing tech scale-up on a mission to transform the food industry for the benefit of people and the planet.Our order management software is revolutionising the way the...

Our team simplifies and streamlines the complexities of wealth management. As a leading provider of fully integrated platforms, we empower advisers to efficiently manage clients' wealth.The RoleThe Onboarding and Portfolio Services Consultant is responsible for the initial and ongoing administration of Private Wealth client accounts. This includes...

Press Tab to Move to Skip to Content LinkSelect how often (in days) to receive an alert:Career growth - Be part of a high-visibility, high-growth area within Origin EnergyBuild global capability by helping to shape & scale a new business across continentsJoin a team that's All Kinds of UsefulAt Origin, being useful is more than a tagline - it's how we...

Pre-sales support / Onboarding Specialist - Risk & Compliance page is loadedPre-sales support / Onboarding Specialist - Risk & ComplianceApply locations AUS - (Sydney - Tower 2) Melbourne time type Full time posted on Posted 3 Days Ago job requisition id R91680LexisNexis is a global leader in providing industry-leading legal content to professionals across...

Key Role: Implementation CoordinatorAbout the PositionThis central role plays a pivotal part in the successful onboarding and setup of our newest customers. As an Implementation Coordinator, you will work closely with a Project Manager and Pre-Implementation Consultant to bring each customer's requirements to life.Configure systems, manage data, support...