Client Onboarding Senior Officer (Night Shift)

Alter Domus; Taguig; On-site; PHP 781,200 - 1,227,600; Full time

Benefits offered by this job

Professional accreditations

Flexible holidays & birthday day off

Mentoring & career progression

Employee events & social committees

Employee Assistance Program

Employee Share Plan

Job summary

Alter Domus is seeking a Client Onboarding Senior Officer for night shift in Taguig, Philippines. You will oversee end-to-end onboarding across private equity, real estate, and private credit, coordinating with Legal, Compliance, and Investor Services to ensure timely completion of setup, data migration, and documentation.

The role requires 3+ years in onboarding or related fields, strong organizational skills, and proficiency in Excel and PowerPoint.

Qualifications

• 3+ years in client onboarding or related roles.
• Experience with 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 business segments.
• Follow onboarding workflows to complete tasks accurately and on time.
• Coordinate onboarding lifecycle including setup, data migration tracking, and offboarding.
• Track timelines, deliverables, and dependencies through go-live and deal closing.
• Maintain onboarding checklists, trackers, and status reporting.
• Act as coordination point across internal teams (Legal, Compliance, Investor Services, Payments, Platform Delivery).
• Escalate issues or risks to onboarding managers to ensure readiness.
• Lead or participate in kickoffs, status calls, and follow-ups.
• Provide proactive updates and manage expectations.
• Coordinate and review KYC/AML documentation (entity data, ownership, tax forms).
• Assist with deal document review (LPA, credit agreements, fee letters).
• Support closing readiness; ensure documentation is complete and accurate.
• Ensure compliance with internal policies and regulatory standards.
• Identify workflow gaps and support onboarding process improvements.
• Contribute to SOPs, templates, and best practices for onboarding.
• Manage onboarding infrastructure (CRM, SFTP, distribution lists, branding, platform liaison).
• Collect, process, and submit KYC documents; support CAC requirements.
• Track and coordinate legal and closing documents, governing documents, and fee letters.
• Partner with Legal, Compliance, Operations and clients to meet timelines.
• Support MSAs for sub-agent deals with cross-functional coordination.

Skills

Excel

PowerPoint

Project tools

KYC/AML

Client onboarding

Job description

Client Onboarding Senior Officer (Night Shift)

Location: Taguig, PH

Responsibilities

Key Responsibilities include:

• 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, including Line of Business (LOB) teams, Legal & Compliance, Core Client Delivery Operations (Investor Services, Payments, Platform Delivery/Technology, Reconciliations)
• Track dependencies across functions and follow up to ensure timely completion of activities.
• Escalate issues, delays, or risks to onboarding managers when appropriate to ensure onboarding readiness.
• Lead/participate in kickoffs, status calls, and follow-ups
• Provide proactive updates, track open items, manage expectations, and elevate risks as needed
• Coordinate and review KYC/AML documentation (entity data, ownership, tax forms)
• Assist with deal document review (LPA, credit agreements, fee letters, legal docs)
• Support closing readiness, ensuring all required documentation is complete and accurate
• Ensure compliance with internal policies and regulatory standards
• Identify workflow gaps and support improvements to onboarding processes
• Contribute to SOPs, templates, and best practices for onboarding
• Manage onboarding frameworks, including folder structures, checklists; required setup activities (CRM, SFTP, distribution lists, bank setup, branding, platform liaison)
• Collect, process, and submit KYC documentation while supporting CAC requirements and internal compliance workflows
• Track and coordinate legal and closing documentation, including governing documents and agreements, fee letters, closing sets
• Partner with internal teams (Legal, Compliance, Operations) and clients to manage deliverables, follow up on open items, and meet agreed timelines
• Support execution of MSAs for sub-agent deals, including coordination and follow-ups with commercial and legal stakeholders

Qualifications

• 3+ years’ work experience in client onboarding, loan operations, financial services or an equivalent role in a growth company.
• 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

Key Soft Skills

• Client-focused: Responsive, professional, service-oriented
• Communication: Clear and concise with clients and internal teams
• Detail-oriented: Strong document review and quality control
• Problem-solving: Identifies issues and drives resolution
• Collaboration: Works well across teams and functions
• Adaptability & ownership: Thrives in a fast-paced environment and takes accountability

Benefits

We are committed to supporting your development, advancing your career, and providing benefits that matter to you.

• Support for professional accreditations
• Flexible arrangements, generous holidays, and 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

Alter Domus is an Equal Opportunity Employer: Equity Statement All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.