Client Onboarding Specialist

Blueberry; Bogotá; On-site; COP 24,000,000 - 36,000,000; Full time

Job summary

Blueberry in Bogotá, Colombia, is seeking a detail-oriented Client Onboarding Specialist to manage end-to-end onboarding, verify accounts, review documentation, and ensure regulatory compliance for new clients.

You'll work with Sales and Customer Experience teams to deliver a smooth onboarding flow, perform KYC/AML checks, and maintain accurate records while upholding a high standard of service in a fast-paced financial services environment.

Qualifications

• Strong verbal and written communication in English plus another language is highly valued.
• Experience with Know Your Customer (KYC) procedures and AML basics.
• Attention to detail and accuracy in a fast-paced, regulated environment.

Responsibilities

• Manage end-to-end client onboarding from verification to activation.
• Review client documentation for accuracy and regulatory compliance.
• Conduct KYC and due diligence checks and resolve onboarding issues with stakeholders.
• Collaborate with Sales and Customer Experience to ensure a smooth onboarding journey.

Skills

Attention to detail

Verbal and written communication

Regulatory compliance

Team collaboration

Customer service orientation

Education

Finance or Business degree

Tools

HubSpot CRM

Job description

Why Blueberry?

Every great trading experience starts with a strong first impression. At Blueberry, that means making sure every new client feels supported, confident, and ready to begin their journey with us. Behind that experience is a team that brings together attention to detail, regulatory compliance, and genuine care for our customers.

Introduction:

Why Blueberry?

Every great trading experience starts with a strong first impression. At Blueberry, that means making sure every new client feels supported, confident, and ready to begin their journey with us. Behind that experience is a team that brings together attention to detail, regulatory compliance, and genuine care for our customers.

As a Client Onboarding Specialist, you'll play an important role in welcoming new clients to Blueberry. From verifying accounts and reviewing documentation to ensuring regulatory requirements are met, you'll help create a smooth and reliable onboarding experience that sets the foundation for long-term customer relationships.

This is more than an administrative role. You'll gain hands-on exposure to KYC, AML, regulatory compliance, and client operations within a fast-paced global trading environment. You'll collaborate closely with Sales and Customer Experience teams, develop your understanding of financial services, and contribute to processes that make onboarding more efficient without compromising accuracy. Because a great first impression should feel effortless to the customer, even when there's plenty happening behind the scenes.

Description:

We're looking for a detail-oriented and customer-focused Client Onboarding Specialist to join our Customer Experience team in Bogotá, Colombia. Reporting to the Customer Experience Team Lead, you'll manage the end-to-end onboarding process, ensuring new client accounts are accurately verified, compliant with applicable regulatory requirements, and ready for trading.

You'll work closely with Sales and internal stakeholders to review documentation, conduct KYC and due diligence checks, and resolve onboarding issues while maintaining a high standard of service. If you enjoy structured problem-solving, have an eye for detail, and thrive in an environment where accuracy and customer experience go hand-in-hand, we'd love to hear from you.

How You'll Make an Impact

Client Onboarding & Account Verification

• Manage the end-to-end client onboarding process, ensuring new accounts are reviewed, verified, and activated efficiently.


• Conduct Know Your Customer (KYC) checks and ongoing due diligence in accordance with applicable regulatory requirements.


• Review client identification documents and account applications for accuracy, completeness, and compliance.


• Perform qualitative and quantitative checks on new account documentation to ensure all required standards are met.


• Work closely with the Sales team to collect outstanding documents and support a seamless account setup experience.

Compliance & Risk Management

• Ensure client accounts meet relevant KYC, Anti-Money Laundering (AML), appropriateness, and sanctions screening requirements before onboarding.


• Safeguard confidential client information and maintain compliance with internal policies and applicable regulations.


• Identify, document, and escape suspicious findings or potential compliance concerns through established procedures.


• Maintain accurate client records and ensure onboarding activities follow required regulatory and operational standards.

Customer Experience & Collaboration

• Deliver a professional, responsive, and customer-focused onboarding experience.


• Collaborate with Sales, Customer Experience, and other internal teams to resolve documentation and account verification issues.


• Communicate clearly with internal stakeholders to support timely account activation.


• Help create a positive first impression by making the onboarding journey as smooth and straightforward as possible.

Operational Excellence & Continuous Improvement

• Meet and exceed daily, weekly, and monthly onboarding performance targets and service standards.


• Identify opportunities to improve onboarding processes, accuracy, and operational efficiency.


• Adapt to evolving regulatory requirements, internal procedures, and business priorities.


• Contribute to team initiatives and projects that enhance service quality and the overall client experience.

Skills and Experiences:

Who We're Hoping to Find

• Relevant experience in client onboarding, customer account management, customer service, or a related role.


• Strong verbal and written communication skills in English and at least one additional language, such as Spanish, Portuguese, French, German, or Italian.


• Understanding of customer identification requirements, KYC procedures, and relevant compliance standards.


• Exceptional attention to detail with the ability to maintain accuracy in a fast-paced environment.


• Strong organisational and time-management skills, with the ability to prioritise competing tasks and meet deadlines.


• Sound judgement, integrity, and the ability to make responsible decisions when handling sensitive client information.


• Strong analytical and problem-solving skills with a proactive approach to resolving issues.


• A genuine passion for delivering excellent customer service and creating positive client experiences.


• Experience using CRM platforms such as HubSpot or similar systems.


• Strong collaboration and interpersonal skills, with the ability to work effectively across teams.


• Willingness to learn, adapt, and continuously improve in a dynamic environment.

Extra Points if You Have

• Tertiary qualification in Finance, Business, or a related discipline.


• Experience within financial services, banking, fintech, forex, or the trading industry.


• Previous exposure to client verification, KYC, AML, or regulatory onboarding processes.


• Understanding of CFD trading operations and back-office processes.


• Additional language proficiency in French, German, Italian, Portuguese, or Spanish.


• Experience working in a regulated or international financial services environment.