Client Onboarding Specialist Job at Alter Domus (Hyderabad)

Online Sales and Client Onboarding Specialist

We’re looking for an Online Sales and Client Onboarding Specialist to join our t...

Location

Bangladesh , Dhaka

Salary:

25000.00 - 30000.00 BDT / Month

DigiTech InfoSys

Expiration Date

Until further notice

Requirements

Fluency in English (both spoken and written)
Proven experience in email outreach and occasional cold-calling, particularly with clients in the US, UK, CA, AU, NZ, and Europe
Strong communication and persuasion skills
Minimum of 2 years of Sales experience is a must
Tech-savvy and comfortable with using CRM tools
A USB headset with a noise-canceling microphone for occasional calls

Job Responsibility

Send emails daily to potential clients in the US, UK, CA, AU, NZ, and Europe
Occasionally make calls to engage clients as needed
Generate interest in our services and follow up on leads
Identify new business opportunities and maintain client engagement
Utilize and improve communication scripts for effective outreach
Deliver presentations to ensure a smooth client transition
Collaborate with internal teams to provide seamless onboarding experiences

What we offer

Opportunity to work in a fast-paced, goal-driven environment
A supportive team and room for professional growth
Competitive salary and performance-based incentives

Fulltime

Client Onboarding Project Specialist

The Client Onboarding Project specialist will play a key role in driving process...

Location

Poland , Warsaw

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Bachelor's degree or equivalent experience in Business, Finance, Project Management, or a related field
Strong project management and coordination skills, including experience with project plans, stakeholder tracking, and status reporting
3+ years of experience in client onboarding, account maintenance, or operations within financial services (Wealth management or corporate banking preferred)
Exposure to project methodologies (Agile, PM/ PRINCE 2 certification or similar) is required
Proficiency with MS Office (Excel, PowerPoint, Project, or equivalent tools)
Excellent communication, organization, and analytical skills
Demonstrated ability to challenge existing processes constructively and support continuous improvement
Strong risk and control awareness, ensuring adherence to internal policies and regulatory standards
English fluency (written and spoken) required

Job Responsibility

Support the delivery of Client transformation initiatives, including process redesign, automation, and operational efficiency projects
Manage project tasks, track milestones, and maintain documentation (plans, benefit logs, misregisters, etc)
Act as the Business Activity Owner for Suppliers /Vendors which may fall under the Scope of the Team
Collaborate with cross-functional teams (Onboarding, Account Maintenance, Technology, compliance, Risk & Business) to implement process and system enhancements
Provide subject matter expertise in client onboarding processes, documentation requirements, and system flows to ensure operational feasibility of proposed changes
Participate in defining and documenting new procedures, user stories, and training material to support adoption of new processes or tools
Support the monitoring of project performance metrics such as cycle time, good-order submissions, and rework rates
Identify and escalate potential risks or issues, ensuring proactive follow-up and timely resolution
Facilitate working groups or feedback sessions with bankers, associate bankers, and operations teams to identify improvement opportunities
Contribute to building a culture of ownership and accountability, ensuring changes are embedded and sustainable

What we offer

Paid Parental Leave Program (maternity and paternity leave)
A supportive workplace for professionals returning to the office from childcare leave
Award-winning pension plan
multisport
holiday allowance
Private Medical Care Program
Group Life Insurance
Consideration for annual discretionary bonus
Employee Assistance Program
Access to a wide variety of learning and development programs, online course libraries and upskilling platforms, such as Udemy and Degreed

Fulltime

Banking Specialist - Client Onboarding & Offering - Expert Team

As a Banking Operations Business Analyst, you will play a pivotal role in ensuri...

Location

Switzerland , Bioggio

Salary:

Not provided

Avaloq

Expiration Date

Until further notice

Requirements

Banking education, Bachelor's degree or equivalent with good knowledge of financial instruments and regulatory requirements
7+ years’ work experience in the banking industry
Excellent knowledge of Banking Operations services (e.g. Securities Operations, Cash Operations, Asset Servicing or Masterdata Management)
Project management skills to manage multiple tasks and prioritize workload effectively
Strong sense of responsibility and solutions oriented with high level of integrity and reliability
Excellent communication (verbal and written) and interpersonal skills with the ability to collaborate effectively with cross-functional teams and to deliver in a fast-paced environment
Good command of written and spoken English (any other language is a plus)
Strong Microsoft Office Suite skills
Adaptability and flexibility in case of occasional and time-limited support across locations aiming to cover specific tasks (e.g., post go-live stabilization)
Positive, pro-active, and can-do attitude with a high level of integrity and reliability

Job Responsibility

Prospect client support: Provide in-depth insights and guidance to prospective clients regarding Banking Operations services, processes, and over-arching market considerations. Understand client needs and tailor offers based on their specific requirements
Onboarding new clients: Collaborate with clients during the pre-project phase to define project scope, objectives, and deliverables. Creation of Banking Operations implementation plans and timelines
Project execution & post go-live: Lead the onboarding process, ensuring successful implementation with a smooth transition into the run operations. You are responsible for the deliverables which include the like of workshops on process business cuts, golden copy set up, user acceptance test coordination, go-live coordination, and post implementation governance
Consultancy: Leverage your deep understanding of Back-office services and the financial industry to provide consultancy to on-premises, software-as-a-service and banking operations-as-a-service Avaloq clients. Assist clients in resolving operational challenges and optimizing their front, middle or back office operations
Meet with assigned clients when needed and perform an initial assessment of a problematic situation requiring support
Drafting concise reports with recommendations and solutions with attention to a client’s wishes, capabilities and limitations
Strategic projects: Engage in strategic initiatives aimed at improving the efficiency, quality, or customer experience within banking operations
Managing relationships with clients and stakeholders
Ensure meaningful project structure and governance, and the management of key stakeholders

What we offer

Annual bonus
Flexible working
Instant recognition
Access to Udemy for professional and personal learning

Fulltime

Customer Onboarding Specialist

At Flipdish, we’re turning the tables in favour of independent restaurant and ta...

Location

Pakistan , Karachi

Salary:

Not provided

Flipdish

Expiration Date

Until further notice

Requirements

2+ years of experience in client-facing roles
A focus on delivering great customer experiences
Strong organisational and problem-solving skills
Technical troubleshooting proficiency
Excellent communication skills

Job Responsibility

Onboarding Excellence: Manage the full client onboarding process, including system setup, while maintaining customer base
Project Management: Efficiently oversee onboarding projects, meet deadlines, and maintain accurate records in our CRM system
Product Expertise: Become an expert on customising Flipdish products for unique customer needs
Customer Communication: Serve as the primary contact for customer-facing onboarding, including issue resolution and keeping clients informed
Customer Optimization: Use insights to advise customers on using Flipdish product effectively and increase their lifetime value through product adoption and satisfaction

Intermediate Customer Onboarding Specialist

We are looking for a high output, thoughtful, and skilled onboarding specialist ...

Location

Canada , Vancouver, Calgary, Toronto

Salary:

70200.00 - 95000.00 CAD / Year

Clio

Expiration Date

Until further notice

Requirements

Healthy customer obsession and focus on delivering exceptional client experience
Proactive mindset, constantly thinking outside the box to employ creative solutions where appropriate
Effortless communication skills, confident and sensitive to the needs of customers (internal and external) of all abilities
Comfort and confidence facilitating ‘in person’ live sessions through Zoom
Demonstrate a keen interest in improving your craft by using AI

Job Responsibility

Conduct strategy and training sessions to ensure customers are onboarded in a manner that sets them up for success in adopting Clio’s suite of products
Identify what would indicate a customer’s “first value” and drive towards achieving it
Take complete responsibility for your ownership window as part of a customer’s entire Clio lifecycle, including setting customers up successfully for post-ownership window
Work closely with Sales and Customer Enablement to ensure a smooth and enjoyable transition into adopting our product as quickly and effectively as possible
Manage multiple client cases at a time with strict observance of associated tasks and deadlines (as defined by the department)
Own customer account health with Clio’s suite of products, mitigating risk through proactive churn prevention
Be confident, articulate, and sensitive to the needs of customers and internal partners
Contribute regularly to our customer-facing knowledge base [Help Center]
Partner with other members of the Customer Enablement and Tech Esc teams to develop processes around the design, development, extraction and training activities
Gain an expert understanding of and stay up to date with Clio’s suite of products and common workflows

What we offer

Competitive, equitable salary with top-tier health benefits, dental, and vision insurance
Hybrid work environment, with expectation for local Clions (Vancouver, Calgary, Toronto, Dublin and Sydney) to be in office min. twice per week
Flexible time off policy, with an encouraged 20 days off per year
$2000 annual counseling benefit
RRSP matching and RESP contribution
Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years

Fulltime

Client Relationship Specialist

We are seeking a highly motivated Client Relationship Specialist to provide high...

Location

United States , Chicago

Salary:

85000.00 - 95000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree
Minimum of 4+ years relevant experience
FINRA Series 7 and 66 licenses strongly preferred
Familiarity with estates preferred
Highly motivated self-starter with a strong work ethic and positive “can-do” attitude
Excellent proficiency in Microsoft applications (Word, Excel, PowerPoint, etc.)
Familiarity with Salesforce, Wealthscape Investor and Black Diamond preferred

Job Responsibility

Client onboarding, including preparation of new account paperwork and client information-gathering
Account maintenance, including any account registration and account profile changes
Asset movement processing, including journals, wire transfers and EFTs
Assist with quarterly billing and performance reporting
Client issue resolution
Gathering tax information for clients and assisting with tax reporting
Relationship management, including regular client contact
General administrative functions, including but not limited to: Maintaining information in the Client Relationship Management System
Exception report review
Preparation of miscellaneous paperwork, such as letters of authorization, check-writing applications, operational documents, etc.

What we offer

medical, vision, dental, life, and disability insurance
401(k) plan

Fulltime

Client Relationship Specialist

Provide high-touch client service and dedicated operational support to a team of...

Location

United States , Chicago

Salary:

85000.00 - 90000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree
Minimum of 4+ years relevant experience
FINRA Series 7 and 66 licenses strongly preferred
Familiarity with estates preferred
Highly motivated self-starter with a strong work ethic and positive “can-do” attitude
Excellent proficiency in Microsoft applications (Word, Excel, PowerPoint, etc.)
Familiarity with Salesforce, Wealthscape Investor and Black Diamond preferred

Job Responsibility

Client onboarding, including preparation of new account paperwork and client information-gathering
Account maintenance, including any account registration and account profile changes
Asset movement processing, including journals, wire transfers and EFTs
Assist with quarterly billing and performance reporting
Client issue resolution
Gathering tax information for clients and assisting with tax reporting
Relationship management, including regular client contact
General administrative functions
Maintaining information in the Client Relationship Management System
Exception report review

What we offer

medical insurance
vision insurance
dental insurance
life insurance
disability insurance
401(k) plan
free online training
career advancement opportunities
work-life balance

Fulltime

Client Success Technical Specialist

B2B SaaS Client Success Technical Manager role within Onebox (Fever Group). Resp...

Location

Mexico , Mexico City

Salary:

Not provided

Fever

Expiration Date

Until further notice

Requirements

Experience in customer support, ideally in a SaaS environment
Confident troubleshooting technical issues with a hands-on mindset
Fluent in English and Spanish (written and spoken)
Tech-savvy, detail-oriented, and focused on client experience
Comfortable working cross-functionally with internal teams
Valid driver's license for occasional on-site support

Job Responsibility

Be the go-to person for clients for technical support, platform usage, and troubleshooting
Manage daily client requests, from incident resolution to platform configuration and data exports
Provide onboarding, training, and ongoing support to help clients get the most out of Onebox
Collaborate closely with internal teams (Sales, Tech, Product, Design) to ensure a seamless client experience
Support on-site operations during live events when needed
Play a key role in driving customer satisfaction and identifying opportunities for improvement

What we offer

Have a real impact on the company's growth and evolution
Great work environment with a young, international team of talented people to work with
40% Discount on all events on Fever
Health and life insurance
20 days per year as holidays
Possibility of remote working from home

Fulltime

Client Onboarding Specialist

Alter Domus

Location:
India , Hyderabad

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
January 24, 2026

Looking for more opportunities? Search for other job offers that match your skills and interests.

Similar Jobs for Client Onboarding Specialist