Client Onboarding Specialist Job at Alter Domus (Vilnius)

Client Onboarding Specialist

At Citi, we get to connect millions of people across hundreds of cities and coun...

Location

Malaysia , Kuala Lumpur

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

2-5 years of experience in Documentation review, Account Maintenance and related Cash products preferred
Demonstrated interpersonal skills, pro-active team player but also able to work independently, with exceptional written and verbal communication skills
Highly motivated, persistent, and able to work in a structured, high volume, time sensitive, high-risk environment
Capable of prioritizing and eager to learn multiple products in a challenging environment
Fast learner, strong attention to detail, and willingness to go extra mile
Proficient in Microsoft Office Applications
Exposure to Client interaction
Consistently demonstrates clear and concise written and verbal communication skills
Proficient in handling urgent and escalation cases and manage client and internal team expectations
Proficient knowledge of English (written and spoken)

Job Responsibility

Responsible for customer interaction, documentation issuance, review and system setups
Demonstrates high level of diligence, motivation and organizational skills
Focuses on timely and accurate delivery of all account opening functions, as well as delivering superior customer service and resolution of customer issues
Performs day to day management of the account opening and maintenance processing, including daily management of in-process, pended, and service related activities, ensuring account opening requirements are clearly defined to support all scenarios of account opening and maintenance requirements, to include delivery of very high quality service to customers and internal partners
Responsible for various types of project management in the account services space, and managing cross-functional relationships with all teams
Determines new work procedures, analyzes complex and variable issues with significant departmental impact
Ensures consistent delivery of high quality service to customers through meeting or exceeding customer expectation guided by service level agreements and efficiency/accuracy standards
Ensures awareness and full compliance of internal processes, regulations, policies, guidelines, procedures, and practices
Establishes and maintains close working relationship with clients and within team to facilitate an open and direct communication of issues, needs, queries, etc., in such that these may be responded to in an efficient, prompt and professional manner
Embarks on continuous on the job training for end to end product knowledge

Fulltime

Client Onboarding Specialist

The purpose of this position is to assist with clients onboarding under directio...

Location

India , Hyderabad

Salary:

Not provided

Alter Domus

Expiration Date

Until further notice

Requirements

You have a bachelor’s degree in accounting, Economics or IT.
You are fluent in English
You are detail oriented, analytical and inquisitive
You possess team spirit and take initiative to act without waiting for direction (when appropriate)
Experience with accounting systems in a similar role (gathering user requirements, enhancement requests, working on systems implementations, training) will be an advantage

Job Responsibility

Play a key role in the clients onboarding from legacy asset servicers/internal systems to AlterDomus applications landscape
Attend planning and set up meetings to gain an understanding of client requirements
Analyze client’s historical data – structural, transactional and accounting
Prepare, execute & reconcile data imports based on outputs from previous systems
Attend post migration meetings
Ensure clients facing teams' adoption of the new set up
Ensure users adoption of the projects by providing training and monitoring the users' acceptance
Act as a first level of support when needed
Have a vested interest in the success of the migrations and ensure that benefits are being realized as part of the project
Work closely with the Platform Delivery Team lead and escalate any issues or concerns

What we offer

Support for professional accreditations such as ACCA and study leave
Flexible arrangements, generous holidays, plus an additional day off for your birthday!
Continuous mentoring along your career progression
Active sports, events and social committees across our offices
24/7 support available from our Employee Assistance Program
The opportunity to invest in our growth and success through our Employee Share Plan
Plus additional local benefits depending on your location

Client Onboarding Specialist - Fintech

Foundever® and Intuit seeking a customer-obsessed and experienced Onboarding Spe...

Location

United Kingdom , London

Salary:

35000.00 GBP / Year

Foundever

Expiration Date

Until further notice

Requirements

Exceptional Communication: Active listening and clear explanations to instill customer confidence
Customer Service & Empathy: Supportive and solution-oriented mindset, especially for customers who may find learning new systems challenging
Learn Fast mindset: Rapidly develop proficiency with QBO functionality for accurate setup and demonstration
Instructional & Coaching: Ability to teach and assign tasks ("homework") to promote practice and mastery
Organizational & Time Management: Highly organized to manage multiple customer engagements in strict timeframes
Proactive Mindset: Strong initiative for scheduling, follow-up, and ensuring program outcomes

Job Responsibility

Execute Structured Customer Success Engagements: Conduct structured onboarding sessions (two 45-min sessions, one optional 30-min session), advanced feature sessions, and new strategic engagements within the first 60 days to drive product proficiency
Guide Setup & Workflows: Facilitate QuickBooks setup, review dashboards, and walk customers through core workflows (e.g., managing expenses/income) to build confidence and ensure adoption
Ensure Customer Success: Verify correct SKU setup and ensure alignment with customer product goals
Educate & Direct: Proactively guide customers to self-serve resources and the QuickBooks Digital Assistant for ongoing product support beyond onboarding

Fulltime

Banking Specialist - Client Onboarding & Offering

As a Banking Specialist you will be part of Avaloq’s global banking operations d...

Location

India , Pune

Salary:

Not provided

Avaloq

Expiration Date

Until further notice

Requirements

Proven experience in creating data models using Power BI
Strong proficiency in SQL, including query writing and database management
Familiarity with Jira and Confluence for data integration and project management
Excellent analytical and problem-solving skills
Ability to work collaboratively in a team environment
Strong communication skills to convey complex data concepts to non-technical stakeholders
A deep understanding of one or more of the traditional Banking Operations services
At least 4 years of Banking Operations experience either as a Banking Specialist working on the daily business or as a UAT tester
Proficiency in market standard central testing tools
Flexible weekend work for Release Cut Over (occasional)

Job Responsibility

Develop and maintain robust data models using Power BI to support business intelligence and analytics needs
Utilize SQL to design, implement, and optimize database structures and queries for efficient data retrieval and analysis
Integrate data from Jira and Confluence to create comprehensive models that enhance project tracking and collaboration
Collaborate with cross-functional teams to understand data requirements and translate them into effective data models
Organize and manage meetings and workshops using pertinent techniques and providing perceptive results
Facilitate collaboration and governance between various stakeholders involved in project management for onboarding new Banks into Avaloq back-office, testing and other ongoing projects to ensure timeliness and quality of deliverables
Participate and execute User Acceptance Tests and Non-Regression Testing for new client onboarding projects and system upgrades
Ensure test cases reflect intended functionality and workflow
Identify and track defects while ensuring timely resolution
Interact with different stakeholders, such as Back Office teams, Test & Release Management and IT to fix the issues experienced during the testing phase

What we offer

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

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

Banking Specialist - Client Onboarding & Offering - Expert Team

Banking Operations is a strategic Avaloq service line providing Banking Operatio...

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

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

Client Onboarding Senior Specialist

The purpose of this position is to assist with clients onboarding under directio...

Location

India , Hyderabad

Salary:

Not provided

Alter Domus

Expiration Date

Until further notice

Requirements

Bachelor’s degree in accounting, Economics or IT
Fluent in English
Detail oriented, analytical and inquisitive
Possess team spirit and take initiative to act without waiting for direction (when appropriate)
Possess some professional experience in accounting (~2 years)
Experience with accounting systems in a similar role (gathering user requirements, enhancement requests, working on systems implementations, working on financial data migration, training) will be an advantage
A first experience in eFront FrontInvest Alternatives (FIA) solution would be a plus.

Job Responsibility

Assist with clients onboarding under direction of the Platform Delivery Team lead
Play a key role in the clients onboarding from legacy asset servicers/internal systems to AlterDomus applications landscape
Coordinate planning and set up meetings to gain an understanding of stakeholders and ensure exhaustive collection of data and client requirements
Analyze client’s historical data – structural, transactional, and accounting
Coordinate the preparation, execution & reconciliation data imports based on outputs from previous systems
Contribute and ensure day-to-day follow-up of migrations, work closely with Platform Delivery Team lead to escalate any issues or concerns when necessary
Coordinate post migration meetings & proper reception of deliverables
Ensure clients facing teams' adoption of the new set up, by providing training and monitoring the user’s acceptance
Act as a first level of support when needed
Have a vested interest in the success of the migrations and ensure that benefits are being realized as part of the project

What we offer

Support for professional accreditations such as ACCA and study leave
Flexible arrangements, generous holidays, plus an additional day off for your birthday
Continuous mentoring along your career progression
Active sports, events and social committees across our offices
24/7 support available from our Employee Assistance Program
The opportunity to invest in our growth and success through our Employee Share Plan
Plus additional local benefits depending on your location

Select Country

Client Onboarding Specialist

Job Description

Job Responsibility

Requirements

Nice to have

What we offer

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