The role involves managing the end-to-end onboarding of new clients and clearing work queues pushed from the sales team
Job Summary
The role involves managing the end-to-end onboarding of new clients and clearing work queues pushed from the sales team.
Candidates will be responsible for maintaining clean pipelines, validating launches, and coordinating client acceptance stages according to group standards.
The position offers exposure to senior management and cross-jurisdictional operations within a rapidly expanding global business.
Matching Summary
The role involves managing the end-to-end onboarding of new clients and clearing work queues pushed from the sales team.
Skills & Requirements
Must-have
6-9 years Client Onboarding experience
Investment banking or finance firm background
Advanced Microsoft Excel proficiency
Knowledge of financial services sector
Salesforce maintenance and reporting skills
Nice-to-have
Critical and objective thinking ability
Subject matter expert mindset
Cross-jurisdictional service experience
Effective internal stakeholder communication
Key Requirements
Graduate/Masters in Commerce/CA/MBA Finance/CFA
6-9 years of specific Client Onboarding experience
Experience with investment banking or finance firms