713 Customer Implementation jobs in Singapore
Customer Implementation Coordinator
Posted today
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OVERVIEW
Nippon Express Group is a global organization with presence across all continents, and we seek adaptable individuals who can work effectively across geographical and cultural boundaries.
This position will work closely with the Global Customer Implementation Manager to support the execution of implementation strategies and coordinate cross-functional activities across various departments. He will collaborate with stakeholders to ensure all necessary setups and tasks are completed smoothly and on time, coordinate transition activities and act as the primary point of contact for client communications during the implementation process.
He will need to be organised; detail orientated and possess strong communication skills to support the onboarding of our new clients.
KEY RESPONSIBILITIES
- Assist in the coordination of virtual teams across multiple regions and functional areas to support customer implementation projects covering new customer onboarding and business re-implementations.
- Support operational set-up and coordinate with various departments such as sales, operations and IT to gather necessary information to ensure smooth flow of tasks.
- Coordinate with project managers as a primary point of contact with clients for communications, providing timely updates and responding to general inquiries on the implementation process.
- Gather and document business and system processes into customer process documents. Prepare simple reports to update the stakeholders on the project status.
- Coordinate Hyper Care activities with the operations team to closely monitor the customer's shipments during the transition period, ensuring processes and operations are executed according to plan.
- Consolidate feedback from clients and internal teams to support the identification of areas for process improvement post Hyper Care and refine documentation before handover to program team.
QUALIFICATIONS & EXPERIENCE
- Bachelor's degree or diploma
- Minimum 2 to 3 years of experience in a customer-facing or coordination role within freight forwarding or logistics industry
- Technical proficiency with common office software (e.g. Microsoft Office Suite, especially in Excel and PowerPoint).
- Fluent in written and spoken English
PERSONAL QUALITIES
- Ability to adapt and navigate through a dynamic and fast-paced business environment and shifting priorities.
- Strong execution skills and attention to detail, with the ability to manage multiple tasks and deadlines effectively.
- Organised, with clear and professional verbal and written communication skills for effective coordination with clients and internal teams.
- Willingness to learn new logistics software and a passion for automation.
- Ability to collaborate effectively with direct and virtual teams across geographical and cultural boundaries.
- Customer-focused mindset with a desire to deliver a positive client experience.
- Proactive attitude in identifying and resolving minor issues, escalating more complex problems when necessary.
Customer Implementation & Servicing Lead - (Europe)
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Customer Implementation & Servicing Lead, International
Full Time
Dublin
Open
About Us
Juspay is a category-leading fintech offering Payments Experience, Orchestration, and Infrastructure Solutions for global enterprise ecommerce merchants and leading transaction banks. Juspay is profitable, well-funded, and backed by leading investors such as SoftBank, Accel, and VEF. Clients include Amazon, Microsoft, Google, Indigo, and many others.
Founded in 2012, and headquartered in “India’s Silicon Valley” of Bangalore, Juspay comprises 1,200+ teammates of which more than 80% are engineers. Among other things, Juspay powers innovative customer experience solutions, tailored UPI stacks and custom bank solutions. We currently facilitate over 200Mn transactions daily and are the largest payment orchestration provider in the world, enabling $1T in annual payments value.
Having demonstrated success at scale in India (the most complex payments markets on the planet), Juspay is internationalising - with offices in Dublin, San Francisco, Singapore, Sao Paulo, Canada and the UAE enabling us to serve the world’s largest businesses.
About the Role:
We are seeking a Customer Implementation & Servicing Lead to drive our international customer success team, with a focus on supporting European expansion from our Dublin office. This is a critical, high-impact role for a professional who thrives on creating structure from ambiguity and is ready to establish the gold standard for how we onboard, implement, and service our largest enterprise clients.
As a foundational leader in our international implementation team, you will design and own the operational playbook that ensures our clients have a smooth first impression with our Products. You will collaborate closely with product, engineering, and sales to ensure a seamless client journey and play a pivotal role in building a scalable, world-class client servicing function that sets Juspay apart in a competitive landscape.
Roles and responsibilities:
Client Engagement and Relationship Management : Act as the primary point of contact for enterprise clients during onboarding and servicing, establishing processes for centralised account management to support proactive and reactive issue resolution
Implementation Management : Lead complex implementation projects from inception to completion, ensuring timelines, budgets, and quality standards are met. Utilise project management methodologies to track progress and address challenges
Process Development : Design, implement, and continuously refine operational processes to enhance the onboarding, implementation, and servicing experience for enterprise clients across diverse markets
Cross-Functional Coordination : Collaborate with product, engineering, sales, and customer support teams to align on client requirements and expectations throughout the implementation and servicing lifecycle
Performance Metrics and Reporting : Establish, monitor, and report on key performance indicators (KPIs) to assess the effectiveness of onboarding and servicing processes. Use data-driven insights to drive continuous improvement
Be the Face of Juspay : Act as a brand ambassador during client engagements, industry events, and conferences, showcasing our expertise and innovative solutions
What we are looking for:
Entrepreneurial Mindset : Smart, driven, and creative, with a natural curiosity for solving complex problems and a proactive approach to identifying opportunities
Experience & Expertise : Proven experience in client implementation, onboarding, professional services, or a similar operational role, preferably within the payments, fintech, or enterprise SaaS industry
Operational & Process Excellence : A deep understanding of process design and project management methodologies, with a track record of building scalable systems for onboarding and servicing large enterprise clients
Communication Skills : Exceptional communication, negotiation, and interpersonal skills, with the ability to build trust and manage relationships with diverse stakeholders, from technical teams to C-suite executives
Collaborative Spirit : Excels in a flat organisational structure, working effectively with cross-functional teams and global colleagues to achieve shared goals
Why Join Juspay?
Impact at Scale:
Be part of a mature, profitable fintech leader with a proven track record of powering some of the world’s largest enterprises
Global Growth:
Play a foundational role in our international expansion, shaping the future of payments in Europe and beyond
Career Development:
Thrive in a flat, merit-based structure that rewards initiative, creativity, and results
Location:
Our offices are located on Fitzwilliam Square, Dublin 2 and this is a hybrid role, with occasional travel across Europe. We are open to fully remote candidates in exceptional circumstances.
Competitive salary and benefits package. Opportunity to work on impactful projects and shape the future of our international presence. Dynamic and collaborative work environment.
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Client Onboarding
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An exceptional opportunity has arisen for a Client Onboarding Associate to join a prestigious international wealth management division in Singapore on a 6-month fixed term contract.
This role is ideal for someone who thrives in a collaborative environment and is passionate about delivering outstanding client service within the financial sector. You will be part of a dedicated team that supports high-net-worth individuals and families, ensuring seamless onboarding experiences while upholding the highest standards of compliance and regulatory excellence.
- Join a globally recognised wealth management team offering tailored solutions to high-net-worth clients, with a strong focus on collaboration and support.
- Benefit from flexible working opportunities and participate in significant system upgrades, new product launches, and regulatory projects that will enhance your professional expertise.
- Be part of an inclusive workplace that values diversity, psychological safety, and continuous learning, ensuring you are supported at every stage of your journey.
What you'll do:
As a Client Onboarding Associate (6 Months Fixed Term Contract), you will play a pivotal role in supporting the seamless integration of new clients into the wealth management platform.
- Provide direct support to Relationship Managers on Know Your Customer (KYC) requirements during client onboarding and rolling reviews, occasionally meeting with prospects or clients as needed.
- Ensure strict adherence to compliance protocols, KYC processes, due diligence procedures, and anti-money laundering (AML) regulations by Relationship Managers throughout all onboarding activities.
- Act as the primary point of escalation for issues and inquiries related to client onboarding or rolling review matters, handling day-to-day business support efficiently.
- Serve as a liaison between front office sales teams and Compliance/Customer Due Diligence (CDD) teams to coordinate all requirements for client onboarding and periodic reviews.
- Develop comprehensive knowledge of financial products and evolving regulations, interpret new regulatory changes alongside compliance colleagues, and recommend relevant process improvements.
- Maintain and update internal policies, forms, and checklists for the International Wealth Management division to ensure ongoing relevancy; communicate updates regarding workflow enhancements effectively across teams.
- Support daily operations within business management functions to guarantee consistent service quality across the front office environment.
- Participate actively in key initiatives such as major system upgrades, introduction of new products, and projects related to regulatory changes impacting the business.
- Engage extensively with Financial Crime Compliance (FCC), Legal, Compliance, Operations, and Risk units as required to facilitate smooth client onboarding processes.
What you bring:
To excel as a Client Onboarding Associate (6 Months Fixed Term Contract), you bring substantial experience from similar roles within wealth management or private banking environments.
- A minimum degree from an accredited university is required for this position within the wealth management sector.
- At least five years' experience in a client onboarding function within wealth management or private banking is essential for success in this role.
- Demonstrated expertise in client onboarding processes for wealth clients including KYC procedures, due diligence checks, and AML compliance measures is necessary.
- Proven ability to communicate clearly both verbally and in writing while working effectively with internal stakeholders such as Relationship Managers as well as external clients.
- Meticulous attention to detail combined with strong organisational skills enables you to manage multiple tasks simultaneously without compromising accuracy or quality.
- A collaborative approach as an organised team player with sound understanding of financial products and services is highly valued.
- Excellent interpersonal skills are crucial for building rapport across diverse teams while ensuring sensitive information is handled appropriately at all times.
- Experience interpreting new regulations alongside compliance professionals and recommending process changes demonstrates adaptability within evolving environments.
What sets this company apart:
This organisation stands out as a global leader in financial services by consistently prioritising personalised advice tailored specifically for high-net-worth individuals and families worldwide. With nearly a century-long legacy built on disciplined entrepreneurship and considered thought leadership, it offers employees unparalleled access to industry expertise across more than 30 countries.
What's next:
If you are ready to take the next step in your career by joining an internationally respected wealth management team dedicated to excellence-this opportunity awaits you
Apply today by clicking on the link provided; we look forward to connecting with talented professionals eager to make an impact.
Do note that we will only be in touch if your application is shortlisted.
Robert Walters (Singapore) Pte Ltd
ROC No.: E | EA Licence No.: 03C5451
EA Registration No.: R ShiHua Goh
Senior Manager – Customer Implementation – Freight Forwarding – APAC
Posted today
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As Senior Manager, Customer Implementation for APAC, you will own the development and execution of DP World's implementation strategy and policy across Freight Forwarding, 4PL, and Contract Logistics. You will lead a high-performing team to ensure seamless onboarding and rollout of new clients and solutions, optimizing processes and governance to drive consistency, efficiency, and customer satisfaction.
Key Accountabilities
- Define and maintain APAC-wide implementation standards, SOPs, governance, risk controls and compliance frameworks aligned with global best practices.
- Deliver complex client onboarding and solution rollouts across Freight Forwarding, 4PL and Contract Logistics on time, within scope and budget.
- Turn client requirements into executable implementation plans by partnering with Sales, Product & IT, Operations, Finance and Legal.
- Embed trade, customs and safety requirements in all implementation plans, proactively mitigating risks and ensuring smooth go-lives.
- Establish KPIs, monitor delivery quality and customer satisfaction, and lead continuous improvement to scale best practices.
- Oversee system configuration, data migration and SOP rollout with IT and Operations to ensure robust, fit-for-purpose solutions.
- Recruit, coach and develop a high-performing regional implementation team, fostering accountability and collaboration.
- Act as the primary escalation point, report on progress, resolve issues quickly, and maintain strong client and executive relationships.
Qualifications, Experience and Skills
- Bachelor's or Master's degree preferred.
- Proven experience in the Ocean Freight forwarding industry, ideally with large multinational organizations.
- Demonstrated expertise in Trade Management and Ocean Freight operations.
- Proven ability to deliver results with a strong commercial mindset and customer-centric approach.
- Strategic yet action-oriented, with the ability to drive business outcomes.
- Skilled negotiator with a focus on achieving desired results.
- Capable of managing virtual, cross-regional teams in a multinational environment.
- Exceptional networking and interpersonal skills, with confidence in leading large internal and client meetings.
- Comfortable operating within a complex corporate environment and making high-impact decisions.
- Passion for coaching and developing talent in a cross-cultural context.
- Able to travel internationally up to 40%.
Note: The job title in the advertisement serves the purpose of attracting talent and advertising the position.
Equal Employment Opportunity (EEO)
DP World is committed to the principles of Equal Employment Opportunity (EEO). We strongly believe that employing a diverse workforce is central to our success and we make recruiting decisions based on your experience and skills. We welcome applications from all members of society irrespective of age, gender, disability, race, religion or belief.
By submitting your resume and application information, you authorize DP World to transmit and store your information in the world-wide recruitment database, and to circulate that information as necessary for the purpose of evaluating your qualification for this or other job vacancies.
About DP World
DP World is reshaping the future of global trade to improve lives everywhere. Operating across six continents with a team of over 115,000 employees, we combine global infrastructure and local expertise to deliver seamless supply chain solutions. From Ports and Terminals to Marine Services, Logistics and Technology, we leverage innovation to create better ways to trade, minimising disruptions from the factory floor to the customer's door.
In Asia Pacific, DP World employs over 15,000 people across 22 geographies. We operate 17 ports and terminals, complemented by a comprehensive suite of end-to-end supply chain solutions - to connect the region to the rest of the world.
WE MAKE TRADE FLOW
Disclaimer:
There may be fraudulent job offers and recruitment schemes on social media and job boards or communicated by unsolicited emails. DP World will never request any payment or sensitive financial information from job applicants. To explore genuine career opportunities with DP World, please apply only through our official careers page or trusted platforms like LinkedIn, where we are a verified employer.
Officer, Client Onboarding
Posted 7 days ago
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**Shape your Career with Citi**
Citi's **Wealth** brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices. The strategies we create help our clients maintain liquidity while maximizing yields, transact in foreign currency and across borders, and manage fluctuating expenses or cash flow. We are uniquely suited to helping our clients meet their banking needs across regions through our global network.
We're currently looking for a high caliber professional to join our team as **Officer** **, Client Onboarding** based in Singapore. Being part of our team means that we'll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future. For instance:
+ Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country.
+ We believe all parents deserve time to adjust to parenthood and bond with the newest members of their families. That's why in early 2020 we began rolling out our expanded Paid Parental Leave Policy to include Citi employees around the world.
+ We empower our employees to manage their financial well-being and help them plan for the future.
+ Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses.
+ We have a variety of programs that help employees balance their work and life, including generous paid time off packages.
+ We offer our employees resources and tools to volunteer in the communities in which they live and work. In 2019, Citi employee volunteers contributed more than 1 million volunteer hours around the world.
**Responsibilities:**
+ Perform account opening support function for bank's eBrokerage product
+ Check and ensure completeness of customer account application documentation
+ Conduct checks on applications including including customer suitability, KYC, etc.
+ Customer service support for internal/external clients on account opening processes, application status and turnaround time
+ Liaise with custodian on processing of Market safekeeping Account Opening completion and status
+ Track and manage the account application process, ensure the processing is authorized within the stipulated service agreement
+ Track and follow up on application status, resolve and rectify missing documentations, etc.
+ Deals with most problems independently and has some latitude to resolve complex problems
+ Ensure processing is carried out accordingly in line with Risk/Control policies and procedures.
**Job Requirements**
+ Good written and verbal communication skills
+ Excellent interpersonal skills
+ Meticulous and good eye for detail
+ Good proficiency with Microsoft suite of applications
+ Ability to work under pressure and meet tight timeline
+ Willing to contribute and work as a team, including overtime or on weekends to support business activities/projects on a need to basis
**Qualifications:**
+ Relevant Diploma / Degree or equivalent experience
+ Ability to work under pressure and manage to deadlines
+ Ability to work in a fast-paced environment
+ Consistently demonstrates clear and concise written and verbal communication
+ Attention to detail and intermediate problem solving skills
Working at Citi is far more than just a job. A career with us means joining a family of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.
**Take the next step in your career, apply for this role at Citi today**
_ Family Group:**
Operations - Transaction Services
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**Job Family:**
Transaction Capture Services
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**Time Type:**
Full time
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**Most Relevant Skills**
Please see the requirements listed above.
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**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
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_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _Accessibility at Citi ( _._
_View Citi's_ _EEO Policy Statement ( _and the_ _Know Your Rights ( _poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Associate, Client Onboarding
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Job Title: Client Onboarding (6 months fixed term contract)
Corporate Title: Associate
Division: International Wealth Management
Location: Singapore
SFID: 11370
Nomura Overview
Nomura is a global financial services group with an integrated network spanning over 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Retail, Wholesale (Global Markets and Investment Banking), and Investment Management. Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit .
Department Overview
Nomura's International Wealth Management department offers unparalleled financial services and solutions to high-net-worth individuals and families globally. Our dedicated team of experts provides personalized advice and tailored strategies to help clients achieve their financial goals and preserve their wealth. With a comprehensive range of investment products and a commitment to exceptional client service, we are proud to be a trusted partner in navigating the complexities of the global financial landscape.
Role Description
The Client Onboarding will support the business in all aspects of business management including division policies and regulative requirements of International Wealth Management Division (IWM) regionally, and coordination of requirements with corporate functions like Risk & Credit Management, Operations, IT and Legal and Compliance.
Responsibilities
- Direct support to RMs on KYC requirements for the purpose of client onboarding and rolling review, at times meeting with prospects/clients where necessary.
- Ensure relevant Compliance, KYC, Due Diligence, AML are abided by RMs.
- Leads & handle day-to-day business support & act as point of escalation for issues handling & inquiries from RMs in relation to client onboarding or rolling review matters.
- Liaison between front sales and Compliance/CDD team for client onboarding and rolling review requirements.
- Develop good knowledge on products and regulations, interpret new regulations alongside with compliance and recommend relevant process changes.
- Maintains & updates to IWM internal policy/forms/checklist to ensure relevancy & communicates updates on new or improvement on workflows.
- Support daily operations of BM, ensure service quality and consistency across front office.
- Participate in initiatives including major system upgrades, new products & regulatory related projects.
- Interacts extensively with FCC, Legal, Compliance, Operations & Risk units where required.
Requirements
- Minimum Degree from an accredited University
- Minimum 5 years' experience in a client onboarding function within wealth management or private banking
- Experienced in the client on-boarding processes of wealth clients which includes KYC, due diligence, and AML
- Proven ability to communicate clearly and work effectively with internal and external stakeholders
- Meticulous and ability to multi-task
- Organised team player with good understanding of financial products and services
- Excellent interpersonal and communication skills
Nomura Competencies
Explore Insights & Vision: Identify the underlying causes of problems faced by you or your team and define a clear vision and direction for the future.
Making Strategic Decisions: Evaluate all the options for resolving the problems and effectively prioritize actions or recommendations.
- Inspire Entrepreneurship in People: Inspire team members through effective communication of ideas and motivate them to actively enhance productivity.
- Elevate Organizational Capability: Engage proactively in professional development and enhance team productivity through the promotion of knowledge sharing.
- Inclusion: Respect DEI, foster a culture of psychological safety in the workplace and cultivate a "Risk Culture" (Challenge, Escalate and Respect).
Diversity Statement
Nomura is committed to an employment policy of equal opportunities, and is fundamentally opposed to any less favourable treatment accorded to existing or potential members of staff on the grounds of race, creed, colour, nationality, disability, marital status, pregnancy, gender or sexual orientation.
DISCLAIMER: This Job Description is for reference only, and whilst this is intended to be an accurate reflection of the current job, it is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. The management reserves the right to revise the job and may, at his or her discretion, assign or reassign duties and responsibilities to this job at any time.
Nomura is an Equal Opportunity Employer
Client Onboarding Intern
Posted today
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Company
uSMART Securities (Singapore) Pte Ltd
Designation
Client Onboarding Intern (Compliance Team)
Date Listed
29 Sep 2025
Job Type
Entry Level / Junior Executive
Intern/TS
Job Period
Immediate Start, For At Least 3 Months
Profession
Admin / Secretarial
Industry
Finance
Location Name
3 Phillip Street, Royal Group Building, Singapore
Address
3 Phillip St, Singapore
Map
Allowance / Remuneration
$800 - 1,000 monthly
Company Profile
uSMART Securities (Singapore) Pte Ltd is a financial services company offering securities trading and investment solutions. We use advanced technology to help clients manage and grow their investments. Join our team and be part of an innovative, customer-focused company.
Job Description
- Assist with new account opening applications
- Check and verify that all required documents are complete and accurate
- Enter customer information into the system correctly
- Flag any missing or incorrect information to the respective team
- Help with basic data checks and quality control
- Support general admin tasks like scanning, filing, and reporting
Application Instructions
Please apply for this position by submitting your text CV using InternSG.
Kindly note that only shortlisted candidates will be notified.
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Client Onboarding Officer
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At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let's shape the future of wealth management together.
The Client Onboarding Officer is part of the COO Division of Julius Baer Singapore (BJBS) in the Client Onboarding Team. The Client Onboarding Officer is responsible for reviewing and assessing AML/KYC risk for Standard and Medium Risk client relationships booked in BJBS, and escalating higher risk accounts to Compliance, in accordance with internal policies and procedures.
YOUR CHALLENGEBusiness Management
- Review and approve the onboarding of new client relationships and accounts for Individuals, Domiciliary Companies, Legal Entities, Financial Institutions, Trusts, Fund, External Asset Managers, and e nsure compliance with the Bank's policies & procedures, MAS 626 Notice and Guidelines, and to mitigate risks (legal, regulatory and/or reputational) for the Bank
- Review and assess the adequacy of the Source of Wealth narrative and corroboration submitted by the Front for new to bank prospects and existing clients opening new accounts
- Review and assess the risk of opaque legal structures
- Address true matches for Sanctions and other AML/CFT risks identified during the Bank's Name Screening process at client onboarding
- Provide advice to Front employees on KYC/CDD- related matters
- Provide advice to the management and local risk committees on the AML/CFT risk of a client relationship
- Strong commitment to quality service and a desire to drive continuous process improvement initiatives
People Management
- Support Senior Management in ensuring client relationships onboarded comply with regulations and internal policies, thus actively manage operational, regulatory and reputational risks
Client Management (internal & external)
- Build strong relationships with key stakeholders such as the BJBS Front Office, Legal, Compliance and Risk Management teams
- Assess AML/KYC risk and approve or reject new account opening applications for Standard and Medium Risk client relationships in accordance with internal policies and procedures. Where applicable, escalate higher risk client relationships to Compliance for review
- Work closely with Head Office and overseas offices (particularly Hong Kong, Dubai, and Thailand) to provide input on account opening
Regulatory Responsibilities &/OR Risk Management
- Demonstrate appropriate values and behaviours, including but not limited to standards on honesty and integrity, due care and diligence, fair dealing (treating customers fairly), management of conflicts of interest, competence and continuous development, adequate risk management, and compliance with applicable laws and regulations
- Ensure that KYC/CDD issues are adequately identified, assessed, and documented
- Where KYC/CDD measures cannot be completed, ensure that the client relationship is not established, and there is timely escalation to AML Controls where suspicious activity/conduct noted
- Ensure timely assistance and cooperation is rendered to MAS or law enforcements' request for information
RANK APPLICABLE TO THE POSITION
- AM/AD
SKILLS REQUIREMENTS OF THE POSITION
Professional and Technical
- At least 2 years' experience in either KYC Onboarding or AML, preferably in Private Banking
- A good degree of understanding of the Private Banking and Wealth Management industry
- Strong knowledge of MAS 626 Notice & Guidelines
- A good degree of understanding of the private banking or trust industry
- Experience in preparing reports and strong excel skills
Personal and Social
- Strong personality with good organisational skills
- Excellent communication skills
- Ability to effectively manage internal and external stakeholders
- Ability to prioritize and work on multiple assignments concurrently
- A strong sense of responsibility and impeccable integrity
- Strong analytical skills
- Excellent command of spoken and written English, other languages are an advantage
We are looking forward to receiving your full job application through our online application tool.
Client Onboarding Associate
Posted today
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Job Description
Support our sales team and ensure new clients have a smooth onboarding experience. Ideal for those who love helping others and organising processes.
Key Responsibilities
- Guide new clients through account setup.
- Coordinate with internal teams for onboarding tasks.
- Provide training or walkthroughs for product use.
- Collect feedback to improve onboarding.
What You Bring and Gain
- 1–3 years in admin, onboarding or customer support roles
- Excellent coordination, follow-through and service mindset
- Familiar with onboarding workflows, CRM tools or project tracking
- Patient, organised and solutions-focused
- Career track into Account Management, Customer Success or Implementation
Benefits
- Competitive base salary + attractive commission scheme
- Personalised training tracks and performance coaching
- Fast-tracked advancement for top performers
- A high-energy, supportive team culture
- Daily chances to help people make informed, life-improving choices
Job Types: Full-time, Permanent
Pay: $4, $6,000.00 per month
Benefits:
- Professional development
Work Location: In person
Client Onboarding Executive
Posted today
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Overview
We're seeking a detail-oriented Client Onboarding Executive to ensure new clients enjoy a seamless start with us. You'll be the first point of contact, guiding them through processes and setting the stage for long-term partnerships.
Responsibilities
- Manage client onboarding from start to finish
- Act as the main contact for new clients
- Coordinate with sales and marketing teams to streamline workflows
- Deliver onboarding sessions and materials
- Track milestones and gather feedback
Requirements
- Local Polytechnic Diploma/Degree in Business, Marketing or related
- Prior client servicing or sales support experience is a plus
- Strong communication and organisational skills
- Client-focused and able to juggle multiple tasks
What's in it for you?
- Training and mentorship
- Career growth across sales/marketing
- Supportive and collaborative team culture