Onsite Client Onboarding & Compliance Specialist

TOA Global; Pampanga; On-site; PHP 335,000 - 502,000; Full time

Benefits offered by this job

21 Total Annual Service Incentive Leav

Cash reward or one free HMO dependent

Comprehensive HMO and Life Insurance

Day shift schedule

Onsite Clark facility

Job summary

TOA Global in Clark, Philippines, onsite and full-time, seeks a Client Onboarding Administrator to oversee end-to-end client setup and offboarding workflows for a premier professional services client.

You will draft engagement letters, perform conflict checks, manage client-to-agent linking, and maintain CRM data integrity across practice systems, ensuring compliance and confidentiality.

Qualifications

• Education & Experience: Relevant work experience in onboarding, admin support, or practice support within professional services.
• Excellent written and verbal English communication; organized and compliant.

Responsibilities

• End-to-End Client Intake & Offboarding: coordinate onboarding from prospect to full integration and manage offboarding when required.
• Compliance & Verification Checks: conduct client verification, conflict checks, and collect essential documentation.
• Agent Portal & Software Administration: assist with tax agent linking and maintain records in practice software and CRM systems.
• Digital Document & File Management: dispatch digital signing packages, track signatures, organize submissions, and follow up on intake actions.
• Client Relationships & Reporting: maintain transparent communication with managers and clients on onboarding progress and adherence to confidentiality.

Skills

Attention to detail

Time management

English communication

Education

Relevant degree advantageous but not essential

Tools

Microsoft Office 365

Job description

TOA Global in Clark, Philippines, onsite and full-time, seeks a Client Onboarding Administrator to oversee end-to-end client setup and offboarding workflows for a premier professional services client.

You will draft engagement letters, perform conflict checks, manage client-to-agent linking, and maintain CRM data integrity across practice systems, ensuring compliance and confidentiality.