Client Onboarding Specialist | Bank | Contract

MANPOWER STAFFING SERVICES (SINGAPORE) PTE LTD; Singapore; On-site; SGD 40,000 - 70,000; Full time

Job summary

Manpower Staffing Services (Singapore) Pte Ltd is seeking a capable onboarding specialist to manage end-to-end onboarding for international clients, including account opening and product activation.

You will liaise with Relationship Managers and Client Service Manager to ensure documentation is accurate, complete and compliant with CRS, FATCA, and other regulatory standards, while delivering high-quality service through digital channels and Webex guidance.

Qualifications

• Diploma or degree in Business, Finance or related field.
• Minimum 2 years of banking, client servicing or onboarding experience.
• Exposure to private or priority banking clients is advantageous.
• Familiarity with onboarding regulations (CRS, FATCA).
• Excellent communication and interpersonal skills.

Responsibilities

• Manage end-to-end onboarding for international clients, including account opening and product activation.
• Liaise with Relationship Managers to ensure documentation is accurate, complete and regulatory compliant (CRS, FATCA).
• Make calls to new clients to introduce services and guide onboarding steps.
• Conduct Webex onboarding sessions with customers for digital onboarding journey.
• Provide assistance to clients using digital platforms and banking services.
• Monitor onboarding progress, follow up on outstanding items, escalate issues for timely resolution.
• Deliver high standard of customer service while adhering to compliance guidelines.

Skills

Communication skills

Interpersonal skills

Attention to detail

Digital onboarding knowledge

Education

Diploma or Degree in Business/Finance

Job description

Key Responsibilities

• Manage end-to-end onboarding processes for international clients, including account opening and product activation.
• Liaise with Relationship Managers and Client Service Manager to ensure all required documentation is accurate, complete, and compliant with regulatory standards (e.g., CRS, FATCA), demonstrating a solid understanding of KYC, Source of Wealth, CRS, and FATCA regulations.
• Make calls to new clients, introduce the bank’s services, and guide them through their onboarding steps.
• Conduct Webex video conferencing with customers to guide them through the digital onboarding journey.
• Provide assistance to clients using digital platforms and accessing relevant banking services.
• Monitor onboarding progress, follow up on outstanding items, and elevate issues as needed for timely resolution.
• Deliver a high standard of customer service while adhering to compliance and operational guidelines.

Job Requirements

• Diploma or Degree in Business, Finance, or a related field.
• Minimum 2 year of relevant experience in banking, client servicing, or onboarding roles. Exposure to private or priority banking clients is advantageous.
• Excellent communication and interpersonal skills.
• Familiarity with basic banking products, digital channels, and onboarding regulations.
• Meticulous, client-focused, and a dependable team player.
• Comfortable working in a fast pace with high attention to service detail.

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