Client Onboarding Professional

About this OpportunityHazeltree is seeking an experienced Treasury Management Professional to join our growing team in Hong Kong. This is a mid-senior level position responsible for leading client onboarding, managing projects, and cultivating client relationships.ResponsibilitiesAs a Treasury Management Professional, your responsibilities will...

About Hex TrustHex Trust, established in 2018, offers fully regulated institutional digital asset Custody, Staking, and Markets services to builders, investors, and service providers. Drawing on the expertise of veteran banking technologists and award-winning financial services leaders, Hex Trust continues to innovate with its proprietary bank-grade...

Hazeltree Fund Services Inc. OverviewWe are seeking a skilled professional to fill the position of Client Onboarding & Success Manager.The successful candidate will be responsible for leading client onboarding, developing and executing project plans, cultivating client relationships, and driving strategic growth.Required Skills and Qualifications:Technical &...

Job DescriptionThe role of the Senior Client Onboarding Specialist is to lead the onboarding process for new clients, ensuring a smooth and efficient transition into our systems. This involves managing client relationships, coordinating with internal stakeholders, and maintaining accurate records.Key ResponsibilitiesPrioritize and manage multiple client...

About the RoleWe are seeking a skilled Client Onboarding Specialist to join our team in SGS Société Générale de Surveillance SA.The successful candidate will be responsible for managing client relationships, ensuring seamless onboarding experiences, and maintaining accurate records.Responsibilities:Prioritize requests and lead meetings with...

Description Position Overview:The Client Onboarding Specialist is responsible for providing a smooth and efficient onboarding experience for new OSL clients. You will be conducting thorough customer due diligence and maintaining accurate documentation to ensure compliance with anti-money laundering (AML) and counter terrorism financing (CTF). At the same...

Job Responsibilities:Selby Jennings is seeking a Client Onboarding and Sales Liaison to join our team. The ideal candidate will have around 5 years of working experience, recognised university or relevant professional qualification, and excellent communication skills in English, Cantonese, and Mandarin.The successful candidate will be responsible for...

About Treasury Operations at HazeltreeWe are seeking a highly skilled professional to lead client onboarding and success initiatives, leveraging their expertise in project management, relationship management, and financial services. As the primary point of contact for new clients, you will guide them through the onboarding and implementation process,...

About the RoleThe Client Lifecycle Intelligence and Digital department at SGS Société Générale de Surveillance SA is seeking a skilled Client Onboarding Expert to join our team. In this role, you will be responsible for ensuring seamless client onboarding experiences across our Global Banking and Investor Solutions activities.Key Responsibilities:Lead...

Job DescriptionThe Digital Asset Onboarding Professional is responsible for delivering a seamless and efficient onboarding experience for new clients of OSL. This involves conducting thorough customer due diligence and maintaining accurate documentation to ensure compliance with anti-money laundering (AML) and counter-terrorism financing (CTF) regulations....

Job DescriptionWe are seeking a highly skilled Client Onboarding Case Lead to join our team at SGS Société Générale de Surveillance SA. The successful candidate will be responsible for leading the client onboarding process, ensuring timely and accurate completion of all necessary tasks.The ideal candidate will have excellent communication and...

Job OverviewWe are seeking an experienced Client Onboarding Operations Specialist to join our team at One Arrow Consulting. As a key member of our financial services team, you will be responsible for overseeing the onboarding process for new clients, ensuring seamless integration and timely completion of all necessary tasks.

Sales Support/Client Onboarding - Trust Company Responsibilities Collaborate with Business Development Directors to draft proposals and letters of engagement for new business opportunities. Inform new clients about due diligence and other requirements for new client acceptance. Create and customize external sales presentations as needed, including pitch...

Job SummaryThe Global Client Onboarding Specialist is a key member of our team, responsible for onboarding new clients and managing existing relationships. This role requires a high level of attention to detail, strong communication skills, and the ability to work effectively in a fast-paced environment.The successful candidate will possess a solid...

Tridge's MissionWe are seeking a highly motivated and detail-oriented Client Onboarding Specialist to join our team. As a Client Onboarding Specialist, you will play a vital role in ensuring seamless client onboarding experiences while upholding regulatory requirements. About the Role:Develop and implement effective onboarding strategies to enhance client...

About the Role:We are looking for an experienced AML and Client Onboarding Manager to lead our efforts in ensuring the effective implementation of AML/CFT regulations within the bank. This involves overseeing the entire client onboarding process, including KYC due diligence and ongoing monitoring to ensure compliance with regulatory requirements.As a key...

Company Overview:We are Green Lake Executive Search Co. Limited, a leading provider of recruitment services in the financial industry.Job Description:We seek an experienced Deputy Head to join our team as Director of Client Onboarding and Compliance. The successful candidate will lead end-to-end client onboarding processes, ensuring strict compliance with...

Key Areas of Responsibility Oversee, plan, and monitor the onboarding and integration process for new Fund Services clients at CFSAL, including newly established hedge funds and private equity, as well as transferring funds from previous fund administrators or investment managers. Manage the client acceptance process in collaboration with clients and...

We are looking for a Senior Quant Onboarding Professional to enhance our quantitative trading environments. This role involves optimizing data onboarding processes, collaborating with data vendors and stakeholders, and developing documentation for data onboarding procedures.Key Responsibilities:Review data integration work done by data engineers from an...

Client Onboarding Specialist - Hong KongTridge is where you can take part in solving the most complex global challenges with the best talents, and contribute to making an impact that will benefit all actors involved in the global agricultural industry.As much as the problems we need to solve are complex, we are looking for the best talents who can work...