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The Client Onboarding Manager is a seasoned professional role responsible for product onboarding, account opening, customer interaction, documentation review, and system setups. This position focuses on delivering excellent customer service, managing account opening processes, and ensuring a strong processing environment with effective controls.
Job Responsibility:
Responsible for product onboarding, account opening, customer interaction, documentation issuance, review and system setups
Focuses on timely and accurate delivery of all account opening functions and implementation
Delivering excellent customer service and resolution of customer issues
Performs day to day management of the account opening and maintenance processing
Responsible for various types of project management in the account services and product onboarding space
Managing cross-functional relationships with all teams
Determines new work procedures, analyzes complex and variable issues
Encourages cross functional training for staffs to enrich their skill base
Optimizes manpower to achieve higher productivity levels
Understands client requirements and implements them correctly
Monitors customer satisfaction and service level and drives process changes
Provides innovative solutions to clients
Ensures a strong and robust processing environment with effective controls
Establishes risk management practice
Maintains a culture of risk and controls in the team
Identifies means to reduce transaction defects
Develops performance matrices to track defects, productivity
Requirements:
5-8 years of experience in documentation review, account Maintenance and related Cash products
Good interpersonal communication skills
Consistently demonstrates clear and concise written and verbal communication skills
Demonstrated Project management skill including financial cost management skill
Advanced execution skills in a multi-tasking mode
Exposure to Customer Service and handling of system, testing and rollouts
Ability to achieve business objectives without compromising on controls and risk parameters
Ability to interact confidently with senior management and / or regulators
Ability to coach and develop people, identifying and retaining talent
Able to partner with businesses and other support functions at senior levels
Proficient knowledge of English (written and spoken)
Bachelor's/University degree or equivalent experience
Nice to have:
Project Management Professional (PMP) or Agile Certification
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