![Zodia Custody](https://media.trabajo.org/img/noimg.jpg)
Onboarding Manager
1 week ago
Zodia Custody is seeking a proficient and detail-oriented Onboarding Manager to join our growing team in the financial services industry. As an institution-first, FCA-regulated digital asset custodian, Zodia Custody aims to provide financial institutions, corporations, and professional investors with the freedom to realize the full potential of the digital asset future on their own terms. Established in 2020, Zodia Custody brings together the agility of a start-up with the heritage of a 167-year-old financial institution, Standard Chartered, in association with Northern Trust and SBI.
As the Onboarding Manager, you will play a vital role in ensuring smooth customer onboarding and account setup processes. You will collaborate closely with clients to understand their specific requirements, guide them through the onboarding journey, and provide exceptional customer service. Additionally, you will work cross-functionally with various teams, including sales, legal, compliance, and operations, to ensure compliance with regulatory standards, streamline internal processes, and optimize customer experiences.
- Oversee the onboarding process, from initial client contact through account setup and activation
- Build strong relationships with clients and serve as primary point of contact for onboarding-related inquiries
- Understand clients' digital asset custody needs and provide tailored solutions
- Collaborate with the sales team to understand client requirements and ensure smooth handover from sales to onboarding
- Conduct due diligence and Know Your Customer (KYC) checks on new clients and ensure compliance with regulatory requirements
- Coordinate with internal teams to gather and review client documentation, resolve issues, and address client concerns
- Develop and maintain a deep understanding of Zodia Custody's products, services, and operational processes
- Identify areas for process improvement and contribute to the development and implementation of enhanced onboarding procedures and systems
- Provide training and guidance to new onboarding team members
- Stay up-to-date with industry trends and regulatory changes related to digital assets and custody services
Requirements
- Bachelor's degree in finance, business administration, or a related field
- Minimum of 5 years of relevant experience in onboarding or client relationship management in the financial services industry
- Knowledge of digital assets, cryptocurrencies, and blockchain technology
- Familiarity with regulatory requirements related to digital asset custody
- Excellent communication and interpersonal skills, with the ability to establish rapport with clients and collaborate effectively with cross-functional teams
- Detail-oriented mindset with strong analytical and problem-solving abilities
- Proven ability to manage multiple priorities and work in a fast-paced environment
- Proficient in using customer relationship management (CRM) software and other relevant tools
- Professional certifications related to financial services or digital assets (e.g., CFA, CFP, CCA) are a plus
- Willingness to adapt and learn in a rapidly evolving industry
Benefits
We offer a range of fantastic benefits including:
- Competitive employer contribution pension scheme
- Private health care
- Critical Illness cover
- Life Insurance
- 30 days annual leave
- Flexible bank holidays (can chose whether to work on bank holidays and use the leave elsewhere in the year)
-
Onboarding Manager
1 month ago
Sydney, Australia Zodia Custody Full timeOnboarding Manager Zodia Custody is seeking a proficient and detail-oriented Onboarding Manager to join our growing team in the financial services industry. As an institution-first, FCA-regulated digital asset custodian, Zodia Custody aims to provide financial institutions, corporations, and professional investors with the freedom to realize the full...
-
Onboarding Manager
2 weeks ago
Sydney, Australia Zodia Custody Full timeOnboarding Manager Zodia Custody is seeking a proficient and detail-oriented Onboarding Manager to join our growing team in the financial services industry. As an institution-first, FCA-regulated digital asset custodian, Zodia Custody aims to provide financial institutions, corporations, and professional investors with the freedom to realize the full...
-
Onboarding Manager
1 month ago
Sydney, Australia Zodia Custody Full timeZodia Custody is seeking a proficient and detail-oriented Onboarding Manager to join our growing team in the financial services industry. As an institution-first, FCA-regulated digital asset custodian, Zodia Custody aims to provide financial institutions, corporations, and professional investors with the freedom to realize the full potential of the digital...
-
Onboarding Manager
2 weeks ago
Sydney, Australia Zodia Custody Full timeZodia Custody is seeking a proficient and detail-oriented Onboarding Manager to join our growing team in the financial services industry. As an institution-first, FCA-regulated digital asset custodian, Zodia Custody aims to provide financial institutions, corporations, and professional investors with the freedom to realize the full potential of the digital...
-
Onboarding Manager
7 days ago
Sydney, Australia Radware Full timeOnboarding Manager - (2300006W) **What will you do?** The Onboarding manager will manage all aspects of the post-sales relationship, ensuring that customers realise business value through the onboarding and adoption of Cloud DDoS services. In addition to ensuring customer health, contact with customers running scheduled service reviews. As an Onboarding...
-
Onboarding Manager
2 months ago
Sydney, Australia Australian Payments Plus Full time**01st March, 2023**: **We Are AP+** AP+ bring together Australia’s three domestic payment organisations into one integrated entity. Operating in the public interest, AP+ focuses on meeting the needs of all payment users and representing the views of a diverse range of stakeholders. BPAY Group, eftpos and NPP Australia continue to operate as distinct...
-
Customer Onboarding Manager
3 days ago
Sydney, Australia SafetyCulture Full time**Customer Onboarding Manager**: - Sydney- Sales & Success - Customer Success /- Full-time Permanent /- Hybrid- As we continue to grow, an opportunity has arisen for a Customer Onboarding Manager to join our Customer Success team. As a Customer Onboarding Manager, you are the most important touchpoint for our newest customers who are about to start their...
-
Customer Onboarding Manager
4 days ago
Sydney, Australia SafetyCulture Full time**Customer Onboarding Manager**: - Sydney- Sales & Success - Customer Success /- Full-time Permanent- / Hybrid- SafetyCulture is a customer and product-led SAAS company, our mission is to help working teams get better every day, our technology platform and products give front line workers a voice and leaders the visibility to make smart decisions when...
-
Customer Onboarding Manager
4 days ago
Sydney, Australia Onset Full timeThe doors are open, are you ready to step in as designated tour guide? As the **Customer Onboarding Manager **for this customer engagement platform, you will direct your portfolio of clients across the platform’s features in order for them to get the most from it. Having a technical understanding is a MUST and your project management combined with...
-
Onboarding Manager
6 days ago
Sydney, Australia TMF Group Full time**Job no**: 562316 **Work type**: Full time **Location**: Sydney, Australia, Australia **Categories**: Client Onboarding **Office Location**: Sydney **About TMF Group** TMF Group is a leading global provider of high-value business services to clients operating and investing globally. We focus on providing specialized and business-critical financial and...
-
Onboarding Specialist
1 week ago
Sydney, Australia Advice Intelligence Full timeOur Onboarding Specialists are key to making our software platform shine in the eyes of new and existing customers. You will become a product champion, knowing the in’s and out’s of the platforms functionality, capability and roadmap. You will be required to project manage all the assisted onboarding aspects for new clients; including process mapping and...
-
Customer Onboarding Manager
3 weeks ago
Sydney, Australia Insider Full timeBefore jumping in on all the information about the role and what you can bring to the table, let us introduce ourselves real quick. About us Hi there! We are Insider, a B2B SaaS company that drives growth for its clients around the world. How are we achieving this? We are connecting data across channels, predicting future behavior with AI, and...
-
Customer Onboarding Manager
1 week ago
Sydney, Australia Insider Full timeBefore jumping in on all the information about the role and what you can bring to the table, let us introduce ourselves real quick. About us Hi there! We are Insider, a B2B SaaS company that drives growth for its clients around the world. How are we achieving this? We are connecting data across channels, predicting future behavior with AI, and...
-
Customer Onboarding Manager
4 weeks ago
Sydney, Australia Yotpo Full timeWe have teams across the world, including the US, Canada, UK, Israel, Bulgaria, and Australia — and we're still growing. Our primary goal is to deliver the best technology in the industry. You can hear all about it in our latest brand video. Sounds exciting? Then read on, because we're in pursuit of the best and the brightest minds to help us achieve our...
-
Assistant Client Onboarding Manager
7 days ago
Sydney, Australia Apex Group Full timeAssistant Client Onboarding Manager Location: Sydney, Australia Date Posted: May 15, 2023 **Description** **About our Company** Apex Group Ltd., established in Bermuda in 2003, is a global financial services provider. With 85 offices in 42 countries worldwide and over 10,000 employees. Apex delivers an extensive range of services to asset managers,...
-
Onboarding Specialist
6 days ago
Sydney, Australia Give A Grad A Go Full timeSalary between $60k - $70k + super (depending on experience) - Lots of social events plus an annual offsite. - $5,000 in additional tax benefits with salary packaging **Company Profile - Not for profit** This not-for-profit organisation are pioneers in the ticketing industry. With offices in Sydney, NZ, and the USA they are looking to grow their teams...
-
Onboarding Lead
2 weeks ago
Sydney, Australia Canva Full time**Canva’s Commitment and Mission - At Canva, we celebrate diversity. We deeply believe that bringing together diversity of thoughts, perspectives and expression is key to building the best product, team and company. We look for many different skills and abilities, as well as how you can enhance Canva and our culture. So, even if you don’t think you quite...
-
Manager, Onboarding, Apac
1 month ago
Sydney, Australia Hatch Full time** This role is at Klaviyo (not for Hatch)** Hatch is supporting Klaviyo to find a great Manager, Onboarding, APAC to join their Sales and Customer Success team. Hatch exists to level the playing field for people as they discover a career that’s right for them. We model this in our hiring process for our partners like Klaviyo. **About the role at...
-
Onboarding Lead
4 days ago
Sydney, Australia Convera Full timeConvera is seeking an Onboarding Lead based in Sydney. This is a rare opportunity to join Convera as a founding member of the Customer Success Programs & Operations function; helping to shape the future of customer experience for more than 30,000 small and medium-sized businesses, educational institutions, financial institutions, law firms, and NGOs spanning...
-
Onboarding Specialist
3 weeks ago
Sydney, Australia Salt Recruitment Full timeOur client is one of Australia’s most prominent FMCG retailers with stores Australia-wide. Your role will be to support the national roll-out of the company’s rewards program, engaging directly with stakeholders both internal & external while managing retailer program onboarding and account management. Joining the retail engagement team in Macquarie...