Onboarding Specialist ensuring successful software implementation for new customers at OneQrew. Facilitating trainings and workshops while collaborating with sales and support teams.
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.
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