Client Onboarding & Compliance Support Specialist

Jobtailor; San Diego (CA); On-site; USD 55,000 - 75,000; Full time

Job summary

Jobtailor is seeking a detail-oriented Client Support Specialist to partner with relationship management and sales teams in San Diego. The role focuses on client onboarding, KYC processes, referrals, and ensuring compliance with banking policies.

You will manage due diligence, data integrity, and account openings while addressing service issues and maintaining strong client relationships. Spanish language is a plus.

Qualifications

• Requirements include proficient written and verbal communication and familiarity with bank products and policies for business/corporate clients.
• Strong client focus with direct client contact experience and excellent interpersonal and organizational skills.
• Ability to multitask and support various priorities while ensuring data integrity in onboarding and KYC processes.

Responsibilities

• Identify and support client needs in partnership with relationship management and sales support teams.
• Support client management teams with sales, referrals, KYC onboarding, and client retention.
• Support operational and risk components of client relationships.
• Manage due diligence processes and account opening.
• Ensure accurate and timely customer compliance with policies and regulations.
• Interact with clients to identify opportunities supporting team and market goals.
• Ensure client data integrity for onboarding, KYC, and risk/compliance systems.
• Serve as point of contact for account openings/closings and escalated issues.
• Connect clients with business partners to resolve service-related issues.
• Support Customer Due Diligence processes related to AML and KYC activities.
• Conduct research and analysis to compile sales leads and provide data to client teams.

Skills

Excellent communication

Client focus

Interpersonal skills

Organizational skills

Multitasking

Problem solving

Presentation skills

Education

High School Diploma

GED

Tools

Microsoft Office Suite

Job description

Jobtailor is seeking a detail-oriented Client Support Specialist to partner with relationship management and sales teams in San Diego. The role focuses on client onboarding, KYC processes, referrals, and ensuring compliance with banking policies.

You will manage due diligence, data integrity, and account openings while addressing service issues and maintaining strong client relationships. Spanish language is a plus.