Onboarding & Client Lifecycle Manager

CSC

Guernsey (WY)

Hybrid

USD 110,000 - 150,000

Full time

14 days+

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Job summary

CSC is reorganising its onboarding function into a global Client Lifecycle Management model. The Onboarding & Client Lifecycle Manager is the single accountable owner for onboarding from initiation through activation, coordinating stakeholders, timelines, and ensuring KYC/AML readiness and controls.

This hybrid, full-time role will expand to support periodic reviews, trigger events, client maintenance, and offboarding while aligning with local market practice and CSC's client-centric approach.

Qualifications

Experience in onboarding, client lifecycle management, KYC/AML, operations, corporate services, fund administration, banking, or related financial services environment.
Working knowledge of AML, KYC, CDD, sanctions screening, FATCA, CRS, and local regulatory requirements.
Demonstrated ability to manage complex onboarding cases, coordinate multiple stakeholders, and deliver outcomes across competing dependencies.
Strong attention to detail, data quality discipline, and ability to maintain clear evidence, approvals, decisions, and audit trails.
Excellent communication, organization, prioritization, and problem‑solving skills, including confident escalation management.

Responsibilities

Own onboarding cases end-to-end from initiation through activation with a clear plan, actions, owners, dependencies, and timelines.
Coordinate with Relationship Management, KYCS/KYC Operations, Compliance, Legal, Finance, and other stakeholders to drive progress and remove blockers.
Create, maintain, and update onboarding workflow and client pre-active status in relevant systems for governance and reporting.
Manage onboarding documentation packs and jurisdictional requirements including FATCA/CRS.
Initiate KYCS/KYC engagement with complete case files and required documentation.
Review KYCS/KYC outputs, identify gaps, obtain missing information, and maintain audit trails.
Coordinate enhanced due diligence and remediation actions with Compliance, MLRO, KYCS, and Relationship Management.
Prepare risk acceptance and approval packs for medium-high risk onboarding with clear decisions and conditions.
Log, track, and evidences onboarding conditions, manage aging and escalations, ensure activation readiness before go-live.

Skills

Onboarding

Client lifecycle management

KYC/AML

Stakeholder coordination

Data quality

Education

Bachelor's degree in Business, Finance, Law, or related field

Tools

Workflow software

Case management tools

Job description

Onboarding & Client Lifecycle Manager

Flexible within region (EMEA, Americas, or APAC)

Full-time

Hybrid

INTRO

CSC is transforming its onboarding function into a global Client Lifecycle Management organization, creating a consistent, scalable, and client‑centric operating model across the client journey. The Onboarding & Client Lifecycle Manager is the single accountable case owner for onboarding from initiation through activation, coordinating stakeholders, managing timelines, and ensuring KYC/AML readiness and controls. This role combines disciplined case management, regulatory awareness, data quality focus, and a strong client‑service mindset. Over time, the role will expand to support periodic reviews, trigger events, client maintenance, and offboarding.

Job Description

Onboarding & Client Lifecycle Manager

Flexible within region (EMEA, Americas, or APAC)

Full-time

Hybrid

INTRO

Key Responsibilities

Own each onboarding case end-to-end from initiation through activation, maintaining a clear plan with actions, owners, dependencies, and timelines
Confirm onboarding scope, service requirements, contracting and service entities, and jurisdiction‑specific onboarding requirements
Coordinate Relationship Management, KYCS/KYC Operations, Compliance, Legal, Finance, Operations, and other stakeholders to drive progress and resolve blockers
Create, maintain, and accurately update the onboarding workflow and client pre‑active status in relevant systems to support governance and reporting
Own the onboarding documentation pack, including required jurisdictional documentation and FATCA/CRS information where applicable
Initiate KYCS/KYC engagement with a complete and well‑structured case file, including CDD documentation where required
Review KYCS/KYC outputs, challenge gaps or inconsistencies, obtain missing information, maintain a clear audit trail, and support quality assurance
Coordinate enhanced due diligence (EDD) and remediation actions (including adverse media review) in partnership with Compliance, MLRO, KYCS, and Relationship Management
Prepare or coordinate risk acceptance and approval packs for medium‑or‑high‑risk onboarding, capturing risk ratings, decisions, conditions, and approval evidence
Log, track, and evidence all onboarding conditions (owner, due date, dependency), manage ageing and escalations, and confirm activation readiness prior to go‑live

Required Qualifications

Experience in onboarding, client lifecycle management, KYC/AML, operations, corporate services, fund administration, banking, or a related financial services environment
Working knowledge of AML, KYC, CDD, sanctions screening, beneficial ownership, FATCA, CRS, and relevant local regulatory requirements
Demonstrated ability to manage complex onboarding cases, coordinate multiple stakeholders, and deliver outcomes across competing dependencies
Strong attention to detail, data quality discipline, and ability to maintain clear evidence, approvals, decisions, and audit trails
Excellent communication, organization, prioritization, and problem‑solving skills, including confident escalation management

Preferred Qualifications

Familiarity with CSC products, services, and client segments
Experience using workflow, onboarding, or client lifecycle management technology solutions and case‑management tools
Project or program management experience supporting operating model, controls, or process transformation

Career Path / Compensation

Career growth at CSC is supported through internal mobility and expanding scope as the global Client Lifecycle Management model matures. Typical progression opportunities may include:

Senior Onboarding & Client Lifecycle Manager
Client Lifecycle Team Lead / Manager (people leadership track)
Global Client Lifecycle Governance, Controls, or Transformation Lead (cross‑functional track)

Compensation is competitive and aligned to local market practice and the role’s scope and experience. Employees may be eligible for annual Success Sharing bonuses or role‑based incentive plans based on individual performance and business results, subject to local plan terms.

Responsibilities

Manage and coordinate the KYC process for new and existing clients, ensuring timely and accurate completion.
Act as the single point of accountability for onboarding cases, collaborating with stakeholders to develop and execute onboarding plans.
Monitor and track risks, approvals, and conditions throughout the client lifecycle, ensuring compliance with regulatory requirements.
Confirm activation readiness and support periodic reviews, trigger events, and client maintenance activities.
Maintain strong communication with stakeholders, providing regular updates on KYC progress and any potential issues.
Ensure data quality and accuracy by implementing and maintaining robust data management practices.
Stay updated on regulatory changes and industry best practices, incorporating them into our KYC processes.
Collaborate with the operations team to identify and implement process improvements, enhancing efficiency and client satisfaction.
Provide training and support to team members on KYC procedures and regulatory awareness.
Contribute to the development and documentation of standard operating procedures for KYC services.

Qualifications

Bachelor's degree in Business, Finance, Law, or a related field.
Minimum 3 years of experience in a similar role, preferably in a financial services or professional services environment.
Strong knowledge of regulatory requirements, particularly in the areas of KYC and AML.
Excellent communication and stakeholder management skills, with the ability to build relationships across teams.
Proficiency in data analysis and attention to detail, with a focus on data quality and accuracy.
Ability to work independently and manage multiple tasks simultaneously, with strong organizational skills.
Familiarity with case management tools and techniques is preferred.
Analytical mindset with problem‑solving abilities.
Willingness to stay updated on industry trends and regulatory changes.
Excellent written and verbal communication skills, with the ability to convey complex information clearly.

About Us

CSC is a global business, legal, and financial services company based in Wilmington, Delaware, USA, providing knowledge-based solutions to clients worldwide. We have offices and capabilities in over 140 jurisdictions in the Americas, Europe, Asia Pacific, and the Middle East, and more than 8,000 colleagues. We are the business behind business.®

CSC is committed to creating a feeling of belonging through a diverse and growth‑oriented environment where everyone is valued.

CSC colleagues have global career opportunities and excellent benefits, including annual success‑sharing bonuses or commission plans based on individual performance.

We offer a range of support to colleagues with disabilities, ensuring people have the necessary resources to thrive in their roles. Our commitment to accessibility reflects our broader dedication to diversity and belonging,

About The Team

At CSC®, we’re always looking ahead, finding ways to innovate, challenge the status quo, and anticipate the needs of our clients. We exceed expectations by adapting client ambitions and goals as our own. This Fierce Client Spirit has helped us adapt and create solutions that have enabled businesses to run smoother and smarter for more than 125 years. It’s also the reason we’re the trusted partner of many of the world’s most successful organizations.

CSC is committed to attracting, developing, and retaining talented people whose values align with ours. We empower our colleagues to bring the right solutions to market to meet client demand. That’s why we are the leading provider of business administration and compliance solutions.

CSC is a great place to work with smart and dedicated people.
We have won several employer recognition awards, including Top Workplace USA, Great Places to Work India, and Built In’s Best Places to Work.
We offer fulfilling work and career opportunities. Most positions are filled with internal moves and employee referrals.
Employees are eligible for Success Sharing, bonuses, or commission plans based on role and individual performance.
CSC offers a competitive and comprehensive benefits package that includes annual leave, tuition reimbursement, referral bonuses, and more.
As business needs allow, CSC offers hybrid or remote work schedules in alignment with local regulations. Specific details for this position will be discussed during the interview process.