Senior Onboarding & Client Relations Specialist

TD Bank Group; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

TD Bank Group’s Global Business Services & Operations within TD Securities seeks a proactive Client Onboarding specialist to manage onboarding mandates for institutional clients. You will coordinate across KYC/AML, Tax, Legal Documentation and Regulatory onboarding, driving onboarding from initiation to trading readiness.

You will partner with Sales and Trading to support onboarding priorities, apply knowledge of Global Markets products, and deliver a high-quality client experience while

Qualifications

• Bachelor's degree.
• Minimum 7 years of relevant experience in investment banking, buy-side, broker-dealer or capital-markets environment.
• Strong working knowledge of Global Markets products and associated client-onboarding requirements across multiple asset classes.
• Experience supporting or coordinating regulatory and legal onboarding processes, including familiarity with ISDA.

Responsibilities

• Own a portfolio of institutional-client onboarding mandates, providing clear accountability, proactive updates and a consistently high standard of service.
• Drive onboarding from initiation to trading readiness by managing milestones, dependencies and cross-functional actions across multiple concurrent workstreams.
• Apply strong working knowledge of Global Markets products to identify onboarding requirements, support execution and facilitate timely trade enablement.
• Coordinate requirements across KYC/AML, Tax, Credit, Legal Documentation and Regulatory Onboarding, escalating material risks, dependencies and delays appropriately.
• Engage clients proactively to understand priorities, manage expectations and provide concise, transparent status updates.
• Resolve day-to-day blockers independently, mobilising the appropriate stakeholder and escalating when decisions or intervention are required.
• Contribute practical ideas to new-client, product and process initiatives, with a focus on client experience, control and operational efficiency.
• Partner closely with Sales and Trading to support onboarding priorities and deepen long-term institutional-client relationships.

Skills

Relationship management

Onboarding expertise

Stakeholder management

Communication skills

Attention to detail

Go-getter mindset

Education

Bachelor's degree

Tools

UiPath

Alteryx

Python

SQL

Tableau

SharePoint

Job description

TD Bank Group’s Global Business Services & Operations within TD Securities seeks a proactive Client Onboarding specialist to manage onboarding mandates for institutional clients. You will coordinate across KYC/AML, Tax, Legal Documentation and Regulatory onboarding, driving onboarding from initiation to trading readiness.

You will partner with Sales and Trading to support onboarding priorities, apply knowledge of Global Markets products, and deliver a high-quality client experience while