Onboarding Specialist
hace 4 semanas
About the Role We are looking for a motivated and detail-oriented Onboarding Specialist to lead client acquisition and ensure a smooth onboarding journey for new clients. In this role, you will present our product offerings to prospective clients, coordinate with internal teams - especially Compliance - to ensure regulatory requirements are met, and provide hands-on support throughout the onboarding process. The ideal candidate has a strong mix of sales, customer service skills, and a good understanding of regulatory processes in the financial services space. Key Responsibilities 1. Client Acquisition & Relationship Building Lead outreach and communication with prospective clients Understand client business needs and present tailored product solutions Build strong, trust-based relationships to support long-term engagement 2. Onboarding Management Manage the full onboarding process from initial contact through to activation Guide clients through documentation, account setup, and product familiarization Ensure onboarding timelines are met and clients have a smooth experience 3. Internal Coordination & Compliance Support Work closely with the Compliance team to ensure all onboarding steps meet regulatory requirements Collect and review necessary client documentation (KYC, AML, etc.) Follow up on outstanding items and ensure readiness before account activation 4. Product Presentation & Support Deliver product overviews and tailored demonstrations based on client needs Explain product features clearly and respond to client inquiries during the onboarding phase Gather client feedback to help improve sales and onboarding materials 5. Reporting & Process Improvement Maintain accurate records of client onboarding progress and communications Track key metrics (conversion rates, onboarding duration, client feedback) Propose improvements to sales and onboarding workflows Requirements 3 years of experience in client onboarding or account management - ideally in fintech, banking, or payments. Strong communication and presentation skills, with the ability to explain complex topics simply. Understanding of KYC/AML requirements and regulatory onboarding processes. Client-focused mindset and strong coordination skills across departments. Fluent English is required; Russian is strongly preferred; additional languages are a plus. Experience using CRM or onboarding management tools is preferred.
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Onboarding Specialist
hace 4 semanas
Valencia, España Luminary Bank A tiempo completoAbout the Role We are looking for a motivated and detail-oriented Onboarding Specialist to lead client acquisition and ensure a smooth onboarding journey for new clients. In this role, you will present our product offerings to prospective clients, coordinate with internal teams - especially Compliance - to ensure regulatory requirements are met, and provide...
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Onboarding Specialist
hace 1 semana
Valencia, Valencia, España Luminary Bank A tiempo completoAbout the RoleWe are looking for a motivated and detail-oriented Onboarding Specialist to lead client acquisition and ensure a smooth onboarding journey for new clients. In this role, you will present our product offerings to prospective clients, coordinate with internal teams - especially Compliance - to ensure regulatory requirements are met, and provide...
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HubSpot Onboarding Specialist
hace 3 semanas
Valencia, España Tiralíneas A tiempo completoSobre el rolComo miembro del equipo de Onboarding de HubSpot en Tiralíneas, guiarás a los clientes a través de la configuración inicial del CRM en función de sus objetivos y adaptándote a las necesidades y peculiaridades de cada uno. En tu día a día, no solo les ayudarás a configurar su cuenta de HubSpot, sino también les enseñarás a utilizar las...
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HubSpot Onboarding Specialist
hace 3 semanas
Valencia, España Tiralíneas A tiempo completoSobre el rol Como miembro del equipo de Onboarding de HubSpot en Tiralíneas,guiarás a los clientes a través de la configuración inicial del CRMen función de sus objetivos y adaptándote a las necesidades y peculiaridades de cada uno. En tu día a día, no solo les ayudarás a configurar su cuenta de HubSpot, sino también les enseñarás a utilizar las...
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HubSpot Onboarding Specialist
hace 3 semanas
Valencia, España Tiralíneas A tiempo completoSobre el rol Como miembro del equipo de Onboarding de HubSpot en Tiralíneas, guiarás a los clientes a través de la configuración inicial del CRM en función de sus objetivos y adaptándote a las necesidades y peculiaridades de cada uno. En tu día a día, no solo les ayudarás a configurar su cuenta de HubSpot, sino también les enseñarás a utilizar...
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Client Onboarding Specialist
hace 4 días
Valencia, España Apex Group Ltd A tiempo completoThe Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully...
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Client Onboarding Specialist
hace 1 semana
Valencia, España Apex Group Ltd A tiempo completoThe Apex Group was established in Bermuda in 2003 and is now one of the world's largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully...
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Client Onboarding Specialist
hace 3 días
Valencia, España Apex Group A tiempo completoYou can find out more about this in ourClient Onboarding Specialist page is loaded## Client Onboarding Specialistlocations: Valencia, Mediterraneotime type: Full timeposted on: Posted Todayjob requisition id: JR-0019750The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office...
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Client Onboarding Specialist
hace 11 horas
Valencia, España Apex Group Ltd A tiempo completoThe Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully...
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Valencia, España Apex Group A tiempo completoA global financial services firm located in Valencia is seeking a Client Onboarding Specialist to manage the onboarding process for new clients. The role includes responsibilities such as coordinating documentation, client communication, and project management across various teams. Ideal candidates will have a degree in Law or Finance and 1-3 years of...
