Onboarding Manager guiding customers and partners in their adoption of the Rossum platform. Key responsibilities include training stakeholders and customizing product setups for workflows.
About the role
- Onboarding Analyst managing and prioritising KYC request and bank loan documentation for a financial services provider. Engaging clients and optimising processes in a hybrid team setup.
Responsibilities
- Manage and prioritise incoming onboarding and KYC requests, ensuring timely and accurate completion
- Lead on bank loan and derivatives onboarding reviews, interpreting financial/legal documentation and resolving data gaps
- Maintain strong client relationships, handling queries and providing regular progress updates
- Coordinate with cross-functional teams and third-party vendors to deliver against agreed service levels
- Prepare project trackers, support client meetings, and communicate milestones and challenges clearly
- Identify opportunities for workflow improvements and contribute to ongoing process refinement
- Rapidly learn and apply proprietary technology and client-specific business line requirements
Requirements
- 1 - 2 years’ experience in a regulatory, KYC, onboarding or wider financial services operations role
- Exposure to derivatives or bank loan documentation is strongly preferred
- Familiarity with KYC constitutional documents and onboarding processes
- Excellent project management, analytical and problem-solving capability
- Strong communication skills with confidence in managing client expectations
- Ability to work under pressure and manage conflicting priorities
- Highly organised with meticulous attention to detail
- Strong Excel and general Microsoft Office proficiency
Benefits
- 12-month contract, with the view for extension or permanent internalisation with the end client.
- Hybrid role, with 2 - 3 days a week in the office.
- Paying between $40,000 - $50,000 per annum.
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Customer Onboarding Specialist configuring software solutions and guiding hotel companies through implementation. Collaborating with teams to enhance customer experience and ensuring technical support during projects.
Client Onboarding Manager responsible for the technical onboarding journey from Sales handover to go - live. Collaborating with clients and internal teams at Your Bourse to ensure smooth launches.
Customer Onboarding Analyst conducting training sessions for clients on the platform functionalities in São Paulo, ensuring understanding and successful implementation of services.
Client Onboarding Specialist at Talos managing technical onboarding for institutional clients and trading counterparties. Driving seamless connectivity and successful deployment of trading infrastructure.
Client Onboarding Specialist managing client onboarding and technical integrations for institutional clients. Working at Talos, a company providing trading technology for digital asset markets.
Customer Onboarding Specialist providing software training to hotel customers across Europe via screenshare, chat, and phone. Engage and inform to enhance customer understanding of products.
Senior Onboarding Specialist managing onboarding journeys for global customers at Verto. Focusing on compliance within international regulations and emerging markets.
Senior Associate overseeing end - to - end client onboarding processes for Vistra's offshore funds business. Driving compliance and enhancing onboarding experience while collaborating with internal and external stakeholders.
Onboarding Manager leading customer onboarding for Nory, a restaurant management system startup. Collaborating across teams to ensure seamless onboarding for SMB customers.