Remote Fintech Partner Onboarding Specialist

Jobgether; United Kingdom; À distance; GBP 35 000 - 53 000; Plein temps

Avantages offerts par ce poste

Remote work

Competitive USD salary

Paid annual leave

Public holidays (US)

Résumé du poste

Jobgether, on behalf of a partner company, is seeking a Customer Onboarding Specialist based in the United Kingdom to guide new partners through the onboarding journey, from initial contact and document collection to verification and final approval.

You will work with Compliance, Sales, Operations, and Customer Success teams to ensure timely, accurate onboarding, maintain CRM records, and drive process improvements.

Qualifications

• At least 1 year of professional experience in onboarding or related customer-facing or administrative roles.
• Excellent written and verbal communication, with the ability to explain processes clearly to business owners and stakeholders.
• Strong organisational and follow-up abilities to manage multiple onboarding cases and meet deadlines.
• Familiarity with CRM platforms and document management tools; ability to maintain accurate records.
• Experience with KYC procedures or business verification is a plus.

Responsabilités

• Act as the primary onboarding contact for new business partners, guiding them through the journey from initial contact to final approval.
• Collect and verify KYC documentation, ownership details, and required materials.
• Review documents for completeness and accuracy, and follow up on missing items.
• Enter and maintain partner information in CRM and internal systems.
• Coordinate with Compliance to handle document reviews and information requests.
• Monitor onboarding progress, identify delays, and keep stakeholders informed.
• Collaborate with Sales, Operations, and Success teams to ensure smooth handover to ongoing support.
• Handle confidential information per privacy and security procedures.
• Identify recurring onboarding challenges and suggest process improvements.
• Track activity and timelines to support operational efficiency and reporting.
• Utilize AI-powered tools to support research and administrative tasks.

Connaissances

Attention to detail

CRM familiarity

Communication skills

Organisational skills

Remote work

AI tools usage

KYC familiarity

Financial services experience

Outils

CRM platforms

Microsoft Office

Document management systems

Description du poste

Jobgether, on behalf of a partner company, is seeking a Customer Onboarding Specialist based in the United Kingdom to guide new partners through the onboarding journey, from initial contact and document collection to verification and final approval.

You will work with Compliance, Sales, Operations, and Customer Success teams to ensure timely, accurate onboarding, maintain CRM records, and drive process improvements.