Onboarding Project Lead | Ready-to-Trade Clients

RMA Contracts Pte Ltd; Singapore; On-site; SGD 60,000 - 90,000; Part time

Job summary

RMA Consultants Pte Ltd on Anson Road seeks an onboarding coordinator to manage client onboarding. You will coordinate across Sales, Legal, Credit Risk, Compliance, and Operations to ensure timely completion and an efficient client experience.

The role requires 2+ years of client-facing experience, strong communication skills in English, and proficiency in Excel/PowerPoint. You will use AI tools to enhance research, documentation, and workflow efficiency in a fast-paced environment.

Qualifications

• 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 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.

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.

Skills

Client communication

Stakeholder management

Coordination

Project management

AI productivity tools

Education

Bachelor’s degree in Business/Finance/Banking/Economics/Operations or related field

Tools

Microsoft Excel

Microsoft PowerPoint

Job description

RMA Consultants Pte Ltd on Anson Road seeks an onboarding coordinator to manage client onboarding. You will coordinate across Sales, Legal, Credit Risk, Compliance, and Operations to ensure timely completion and an efficient client experience.

The role requires 2+ years of client-facing experience, strong communication skills in English, and proficiency in Excel/PowerPoint. You will use AI tools to enhance research, documentation, and workflow efficiency in a fast-paced environment.