Onboarding Specialist
hace 1 semana
About 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 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 Responsibilities1. Client Acquisition & Relationship BuildingLead outreach and communication with prospective clientsUnderstand client business needs and present tailored product solutionsBuild strong, trust-based relationships to support long-term engagement2. Onboarding ManagementManage the full onboarding process from initial contact through to activationGuide clients through documentation, account setup, and product familiarizationEnsure onboarding timelines are met and clients have a smooth experience3. Internal Coordination & Compliance SupportWork closely with the Compliance team to ensure all onboarding steps meet regulatory requirementsCollect and review necessary client documentation (KYC, AML, etc.)Follow up on outstanding items and ensure readiness before account activation4. Product Presentation & SupportDeliver product overviews and tailored demonstrations based on client needsExplain product features clearly and respond to client inquiries during the onboarding phaseGather client feedback to help improve sales and onboarding materials5. Reporting & Process ImprovementMaintain accurate records of client onboarding progress and communicationsTrack key metrics (conversion rates, onboarding duration, client feedback)Propose improvements to sales and onboarding workflowsRequirements3+ 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 1 semana
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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Onboarding Specialist
hace 2 días
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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Onboarding Specialist
hace 1 semana
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, España Luminary Bank A tiempo completoAbout the RoleAsegúrese de leer detenidamente la información sobre esta oportunidad antes de presentar su candidatura.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,...
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Onboarding Specialist
hace 1 semana
Valencia, España Luminary Bank A tiempo completoAbout the RoleSea uno de los primeros solicitantes, lea la descripción completa del puesto a continuación y luego envíe su candidatura para que sea considerada.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...
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Onboarding Specialist
hace 1 semana
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 7 días
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 7 días
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, 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, España Luminary Bank A tiempo completoAbout the Role La experiencia que se espera de los solicitantes, así como las habilidades y cualificaciones adicionales necesarias para este trabajo, se enumeran a continuación. 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...
