Client Onboarding & Coordination Specialist

Alter Domus; Philippines; Hybrid; PHP 600,000 - 900,000; Full time

Benefits offered by this job

Flexible arrangements

Birthday day off

Mentoring

Employee Share Plan

Employee Assistance Program

Job summary

Alter Domus in the Philippines seeks an Officer, Client Onboarding Support to coordinate end-to-end onboarding for private equity, real estate, and private credit clients, ensuring timely, accurate deliverables and strong governance.

You will partner with Legal, Compliance and Operations, manage data migrations and documentation, and contribute to SOPs while upholding the firm's standards and client experience.

Qualifications

• 1+ years’ work experience in client onboarding, loan operations, or financial services or an equivalent role.
• Exposure to agency lending, loan administration, or capital markets preferred.
• Working knowledge of KYC/AML and onboarding documentation.
• Strong organizational skills with ability to manage multiple priorities.
• Proficiency in Excel and PowerPoint; project tools a plus.

Responsibilities

• Support end-to-end onboarding activities across private equity, real estate and private credit business segments.
• Follow onboarding workflows, ensuring tasks are completed accurately and within established timelines.
• Support the onboarding lifecycle, including: Client setup and activation; Data migration tracking and coordination; Offboarding and client transitions.
• Ensure all onboarding documentation and deliverables are completed, validated, and properly recorded.
• Track timelines, deliverables, and dependencies through go-live and deal closing.
• Maintain onboarding checklists, trackers, and status reporting.
• Act as a coordination point across internal teams to support seamless onboarding execution.
• Track dependencies across functions and follow up to ensure timely completion of activities.

Skills

Client onboarding

Loan operations

Financial services

Organizational skills

Time management

Tools

Excel

PowerPoint

PM tools

Job description

Alter Domus in the Philippines seeks an Officer, Client Onboarding Support to coordinate end-to-end onboarding for private equity, real estate, and private credit clients, ensuring timely, accurate deliverables and strong governance.

You will partner with Legal, Compliance and Operations, manage data migrations and documentation, and contribute to SOPs while upholding the firm's standards and client experience.