Corporate Client Onboarding Specialist

gradmalaysia.com; Kuala Lumpur; On-site; MYR 40,000 - 60,000; Full time

Job summary

A financial services firm in Kuala Lumpur is seeking a professional to enhance the client experience through efficient onboarding processes. The role requires a Bachelor’s degree and 1-2 years of relevant experience. You will perform due diligence checks, ensure compliance with regulatory requirements, and manage onboarding issues effectively. Strong attention to detail and communication skills are essential for building productive relationships within the organization and with clients. This position offers an opportunity to contribute to improving productivity and regulatory compliance.

Qualifications

• 1-2 years’ experience in Financial Services, preferably in client services.
• Ability to build productive working relationships with product and functional groups.

Responsibilities

• Act as a liaison related to on-boarding and provide follow-up on inquiries.
• Ensure accurate corporate onboarding screening processes.
• Gather, review, and ensure validity of clients’ information.
• Track, monitor, and manage potential onboarding issues.
• Assist in project implementation related to onboarding.
• Perform due diligence checks for corporate clients.

Skills

Attention to details

Effective follow-up skills

Good communication skills

Interpersonal skills

Multi-tasking

Education

Bachelor Degree in Finance, Business Administration, Banking or equivalent

Job description

A financial services firm in Kuala Lumpur is seeking a professional to enhance the client experience through efficient onboarding processes. The role requires a Bachelor’s degree and 1-2 years of relevant experience. You will perform due diligence checks, ensure compliance with regulatory requirements, and manage onboarding issues effectively. Strong attention to detail and communication skills are essential for building productive relationships within the organization and with clients. This position offers an opportunity to contribute to improving productivity and regulatory compliance.