Hybrid Senior Client Onboarding Specialist

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

Benefits offered by this job

Professional accreditations

Flexible holidays

Birthday day off

Mentoring program

Employee sports & social

Employee Assistance Program

Employee Share Plan

Local benefits by location

Job summary

Alter Domus in the Philippines is seeking a Senior Officer, Client Onboarding Support to coordinate and execute onboarding activities across onshore and offshore teams. You will manage data migration, ensure adherence to timelines, and liaise with Legal, Compliance, and Operations to deliver a high-quality onboarding experience.

The role requires 3+ years in client onboarding or related finance operations, strong KYC/AML knowledge, and excellent Excel/PowerPoint skills.

Qualifications

• 3+ years’ work experience in client onboarding, loan operations, or 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.

Responsibilities

• Manage onboarding frameworks, including folder structures, checklists, and 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, and closing sets, ensuring completeness and accuracy.
• 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.

Skills

Client onboarding

Loan operations

Financial services

KYC/AML knowledge

Excel

PowerPoint

Time management

Communication

Tools

CRM

SFTP

Job description

Alter Domus in the Philippines is seeking a Senior Officer, Client Onboarding Support to coordinate and execute onboarding activities across onshore and offshore teams. You will manage data migration, ensure adherence to timelines, and liaise with Legal, Compliance, and Operations to deliver a high-quality onboarding experience.

The role requires 3+ years in client onboarding or related finance operations, strong KYC/AML knowledge, and excellent Excel/PowerPoint skills.