Commercial Account Onboarding Associate

Fazz; Singapore; On-site; SGD 40,000 - 70,000; Full time

Job summary

StraitsX is seeking an Account Onboarding Associate to deliver a smooth, compliant onboarding experience for clients in the digital assets and payments space. You will be the main contact, coordinating with Sales, Compliance, Legal and Operations to gather documentation and activate accounts.

The role emphasizes improving onboarding processes, enhancing client experience, and working across teams in a fast-paced environment. English communication is essential, Mandarin is a plus.

Qualifications

• 1-2 years of experience in banking, financial services, fintech, payments, or Web3, preferably in corporate client onboarding.
• Strong commitment to delivering an excellent client experience.
• Excellent interpersonal and stakeholder management skills.
• Strong organizational skills and ability to manage multiple onboarding cases.
• Comfortable in a fast-paced, evolving environment with proactive problem-solving.
• Data-driven approach to monitoring performance and improving efficiency.
• Excellent written and verbal communication in English; Mandarin is a plus.
• Familiarity with onboarding tools and CRM platforms; HubSpot is an advantage.

Responsibilities

• Be primary contact for clients throughout onboarding, from engagement to activation.
• Coordinate with Sales, Compliance, Legal, and Account Operations to gather documents and resolve issues.
• Ensure onboarding activities comply with internal policies and regulatory requirements.
• Identify opportunities to streamline onboarding workflows and reduce turnaround times.
• Track onboarding metrics, maintain records, and ensure SLAs are met.
• Gather client feedback and work with teams to improve processes, systems, and products.

Skills

Client onboarding

Stakeholder management

Organization skills

Problem-solving

Communication skills

Data-driven decision making

English proficiency

Tools

HubSpot

CRM platforms

Job description

About the Role

We are looking for a detail-oriented and customer-focused Account Onboarding Associate to join our team at StraitsX.

In this role, you will be responsible for delivering a smooth, efficient, and compliant onboarding experience for our clients. You will serve as the primary point of contact throughout the onboarding journey, working closely with internal stakeholders to coordinate requirements, resolve issues, and ensure timely account activation.

You will also play a key role in improving onboarding processes, enhancing the client experience, and supporting our growing business in the digital assets and payments ecosystem.

What You Will Do

• Serve as the primary point of contact for clients throughout the onboarding process, ensuring a seamless and efficient experience from initial engagement to account activation.
• Work closely with Sales, Compliance, Legal, and Account Operations teams to gather documentation, communicate requirements, and resolve onboarding-related issues.
• Facilitate onboarding activities in accordance with internal policies and regulatory requirements, applying sound judgment to address client-specific needs while maintaining compliance standards.
• Identify opportunities to streamline onboarding workflows, reduce turnaround times, and enhance the overall client experience.
• Track key onboarding metrics, maintain accurate records, and ensure adherence to established service-level agreements (SLAs).
• Gather client feedback and collaborate with relevant teams to recommend improvements to onboarding processes, systems, and products.

What We're Looking For

• 1-2 years of experience in banking, financial services, fintech, payments, or Web3, preferably in corporate client onboarding, Know Your Business (KYB), or account operations.
• Strong commitment to delivering an excellent client experience, with the ability to manage expectations and resolve issues effectively.
• Excellent interpersonal and stakeholder management skills, with the ability to work effectively across teams and communicate clearly with clients.
• Strong organizational skills and the ability to manage multiple onboarding cases while maintaining accuracy and compliance.
• Comfortable working in a fast-paced, evolving environment, with a proactive approach to problem-solving and driving results.
• Data-driven approach to monitoring performance, identifying bottlenecks, and improving operational efficiency.
• Excellent written and verbal communication skills in English. Proficiency in Mandarin is an added advantage.
• Familiarity with CRM platforms and onboarding tools. Experience with HubSpot is an advantage.