Client Onboarding Specialist - Global Banking & Markets - 6 Months Contract - Central

RMA CONTRACTS PTE. LTD.; Singapore; On-site; SGD 78,000 - 123,000; Part time

Job summary

RMA CONTRACTS PTE. LTD. is seeking a client onboarding professional to manage the end-to-end onboarding process for global clients.

You will coordinate with Sales and multiple internal teams to ensure timely completion and a smooth onboarding experience, serving as the main client contact and driving process improvements. The role requires 2+ years of client-facing experience in financial services, strong communication skills in English, and proficiency in Excel and PowerPoint.

Qualifications

• Bachelor's degree in Business, Finance, Banking, Economics, Operations, or related discipline.
• 2+ years of client-facing experience, preferably in financial services or similar industry.
• Strong experience in client communication, stakeholder management, coordination and project management.
• Excellent written and verbal communication in English.
• Proficient in Microsoft Excel and PowerPoint.
• Comfortable using AI productivity tools such as ChatGPT, Copilot, Claude, or similar.

Responsibilities

• Work closely with Sales to prioritize and manage client onboarding requests.
• Drive the documentation and account-opening process from initiation through completion.
• Act as the primary point of contact for clients throughout the onboarding process.
• Coordinate with internal stakeholders including Legal, Credit Risk, Compliance, and Operations.
• Track onboarding progress and provide status updates to Sales and clients.
• Identify bottlenecks and drive timely resolution; escalate issues as needed.
• Project manage multiple onboarding requests within agreed timelines.
• Identify opportunities to improve onboarding processes and client experience.
• Prepare presentations, reports, trackers, and analyses using PowerPoint and Excel.

Skills

Stakeholder management

Project management

Client communication

English proficiency

Attention to detail

Time management

AI productivity tools familiarity

Education

Bachelor's degree in Business/Finance/Economics/Operations

Tools

Microsoft Excel

Microsoft PowerPoint

Job description

About the Role

Our client is a leading global financial institution. The Global Banking & Markets New Business Group (GM NBG) is part of the Client Experience organization within the Operations division. The team is responsible for managing client onboarding mandates and ensuring requests are effectively project managed and completed within the expected timeline.

The role involves working closely with clients and multiple internal stakeholders, including Sales, Credit, Client Onboarding, Trading Documentation, Compliance, Legal, and Operations, to deliver an efficient onboarding experience and ensure clients are ready to trade.

Key Responsibilities

• Work closely with Sales to prioritize and manage client onboarding requests.
• Drive the documentation and account-opening process from initiation through completion.
• Act as the primary point of contact for clients throughout the onboarding process.
• Coordinate with internal stakeholders, including Legal, Credit Risk Management, Counterparty Risk, Compliance, and Operations.
• Track onboarding progress and provide clear status updates to Sales and clients.
• Identify potential bottlenecks, follow up on outstanding requirements, and drive timely resolution.
• Act as an initial escalation point for clients and internal stakeholders regarding onboarding issues.
• Project manage multiple onboarding requests simultaneously while ensuring delivery within agreed timelines.
• Identify opportunities to improve onboarding processes, increase efficiency, and enhance the overall client experience.
• Prepare and maintain presentations, reports, trackers, and analysis using Microsoft PowerPoint and Excel.
• Leverage AI tools such as ChatGPT, Microsoft Copilot, Claude, or other productivity tools to improve research, documentation, data analysis, and workflow efficiency.

Job Requirements

• Bachelor's degree in Business, Finance, Banking, Economics, Operations, or a related discipline.
• At least 2 years of client-facing experience, preferably within financial services, banking, consulting, professional services, or a similar environment.
• Strong experience in client communication, stakeholder management, coordination, and project management.
• Excellent organizational skills with the ability to manage multiple priorities and meet deadlines.
• Strong attention to detail and ability to follow up effectively on documentation and outstanding requirements.
• Excellent written and verbal communication skills in English.
• Proficient in Microsoft Excel and PowerPoint.
• Comfortable using AI productivity tools such as ChatGPT, Copilot, Claude, or similar tools.
• Strong problem-solving and analytical skills.
• Able to work effectively with multiple stakeholders across different functions and manage a fast-paced working environment.
• Positive attitude, proactive mindset, and strong sense of ownership.

Other Details

Work Location: Anson Road

Employment Type: 6-Months contract