client onboarding manager

Athena

Client Onboarding Operations Manager JDRole: Manager, Onboarding OperationsManager: VP, Delegation ExperienceDirect reports: Team Leads, Onboarding OperationRole OverviewAs Manager of Client Onboarding Operations, you will be responsible for leading the planning, execution and ongoing optimization of the client onboarding function across Athena s Delegation Experience (DX) teams. This includes owning end-to-end performance, workforce planning, and client journey outcomes. You will manage and develop Team Leads, ensure high-quality and consistent onboarding delivery at scale, and champion the development of automation and tech-enabled solutions to streamline analyst workflows.This role sits at the intersection of people leadership, operational excellence, and systems innovation. You will work closely with cross-functional stakeholders to improve onboarding pathways and proactively manage capacity across DX functions. You bring both the strategic foresight and operational rigor to evolve the function, while supporting a world-class client experience.High-level ResponsibilitiesTeam Leadership &amp; People ManagementManage and develop a team of Onboarding Operations Team Leads, each overseeing onboarding analysts, ensuring alignment with team performance goals and client SLAs.Foster a strong culture of coaching, continuous improvement, and frontline ownership through regular performance reviews, mentoring, and career development.Lead structured routines to track team KPIs, pipeline health, and identify training or capacity needs.Serve as the voice of Onboarding Operations across internal stakeholder groups, bringing qualitative and quantitative insights to weekly meetings and progress reports, quarterly business reviews and other high-visibility forums. Automation &amp; Tech EnablementOwn the identification and development of automation opportunities across the onboarding journey in partnership with product and tech teams.Evaluate tech tooling and process gaps, collaborating cross-functionally to deploy scalable solutions that reduce manual overhead and improve turnaround times.Champion the onboarding team s role in testing and refining tech-enabled workflows, with a focus on seamless analyst experience and client benefit.Forecasting &amp; Workforce PlanningBuild and maintain forecasting models for team capacity, work volume, and resource planning across all onboarding teams.Partner with Delegation Experience leadership, Sales, and Operations to ensure appropriate headcount and readiness for growth targets.Monitor pipeline velocity and drive resourcing decisions to ensure effective client funnel progression and minimal bottlenecks.Operational &amp; Process ExcellenceDrive continuous improvement in onboarding SOPs, playbooks, and quality assurance frameworks.Use data and frontline insights to refine workflows, optimize analyst productivity, and remove sources of client friction.Establish operational dashboards and reporting systems for real-time visibility into performance trends, risks, and opportunities.Cross-functional PartnershipAct as the primary liaison between Delegation Experience, Product/Tech, Sales, Billings, and other stakeholders to align onboarding strategies with broader company goals.Lead initiatives to integrate onboarding success metrics into wider business OKRs.Contribute to strategic planning efforts that enhance the entire delegation lifecycle.StakeholdersDelegation Experience Team, Sales Team, Billings Team, Operations Team, Clients, XPsQualifications5+ years of experience in operations, customer onboarding, customer success, or program management roles, ideally in high-growth or tech-enabled service environments3+ years of experience directly managing people managers or multi-level teamsDemonstrated experience owning or heavily contributing to tech automation discovery and implementation, preferably in collaboration with product/engineeringProven track record developing process playbooks, change management strategies, or organizational scaling frameworksStrong proficiency with forecasting, capacity planning, and workforce modeling using tools like Google Sheets, Airtable, or BI dashboardsExperience working in or with startups, B2B SaaS, service marketplaces, or tech-enabled services is a strong plusFamiliarity with CRM systems (e.g. Salesforce, HubSpot), support tooling (e.g. Zendesk), and collaboration platforms (e.g. Glue, Slack, Notion, Asana)Competencies and SkillsLeadership &amp; Coaching: Ability to mentor, support, and drive results through others while fostering team accountabilityClient-Centric Thinking: Deep empathy for the client journey; able to anticipate and respond to needs with agility and careOperational Rigor: Strong process orientation and ability to improve workflows through data, feedback, and insightCommunication: Clear and thoughtful in both verbal and written communications across diverse audiencesCross-functional Collaboration: Skilled at working across departments to align on shared outcomesProactivity &amp; Ownership: Takes initiative, solves problems before they escalate, and is committed to continuous improvementAnalytical Thinking: Able to identify patterns in data, draw conclusions, and inform process improvementsTech Fluency: Comfortable working within CRMs, spreadsheets, and other team collaboration tools

Client Onboarding Operations Manager

Galaxy Freight Forwarding

Job Summary:<ul><li>We are seeking a proactive and client-focused professional to join our team as &lsquo;Assistant Manager &ndash; Client Services&rsquo;. </li><li>The ideal candidate will play a key role in onboarding new clients, managing existing client relationships, and leading the preparation and submission of government tenders within the transportation industry.</li><li>This role requires excellent coordination, communication, and documentation skills with a strong understanding of business operations and public sector procedures.</li></ul>Key Responsibilities:<ul><li>Lead the end-to-end client onboarding process, including documentation, coordination, and internal alignment.</li><li>Develop and maintain strong client relationships, ensuring a smooth experience from onboarding to ongoing service delivery.</li><li>Identify and pursue new business opportunities through government tenders and bids.</li><li>Prepare, compile, and submit tender documents, ensuring compliance with all technical and commercial requirements.</li><li>Collaborate with operations, finance, and legal teams to ensure all client and tender requirements are accurately met.</li><li>Maintain and update client records, tender trackers, and related databases.</li><li>Ensure timely follow-up on proposals, renewals, and performance evaluations.</li></ul>Requirements:<ul><li>Bachelor&rsquo;s or Master&rsquo;s degree in Business Administration, Supply Chain, or a related field.</li><li>2&ndash;3 years of experience in client onboarding, relationship management, or tender handling &mdash; preferably in the transportation, logistics, or freight forwarding sector.</li><li>Proven experience in preparing and submitting government tenders.</li><li>Excellent communication, documentation, and presentation skills.</li><li>Strong organizational and follow-up abilities.</li><li>Proficient in MS Office (Word, Excel, PowerPoint).</li><li>Ability to work independently and collaboratively in a fast-paced environment.</li></ul>What we offer:<ul><li>Opportunity to work with leading multinational brands.</li><li>A dynamic, collaborative, and creative work environment.</li><li>Professional growth and learning opportunities.</li><li>Competitive salary and performance-based incentives.</li></ul>Job Type: Full-timePay: Rs85,000.00 - Rs100,000.00 per monthWork Location: In person

Assistant Manager – Client Services

Client of Talent Higher

Key Responsibilities: <ul> <li>Act as the primary relationship manager for an assigned portfolio of clients, gaining a deep understanding of their business needs and priorities.</li> <li>Serve as the first point of contact for queries, escalations, and service delivery matters, ensuring professional and timely responses.</li> <li>Lead client onboarding processes, ensuring regulatory compliance and smooth integration.</li> <li>Build trusted advisor relationships and proactively identify opportunities to broaden client engagement</li> <li>Oversee delivery of services including company formation, renewals, amendments, residency and visa processing, fiduciary support, and concierge services.</li> <li>Coordinate with internal teams (legal, tax, compliance, operations) to ensure seamless execution of client mandates.</li> <li>Monitor service levels, response times, and deliverables, acting as the escalation point for client issues.</li> <li>Identify additional services to strengthen client relationships and enhance satisfaction.</li> <li>Collaborate with business development and advisory teams to provide tailored solutions.</li> <li>Support initiatives to improve client engagement and retention.</li> <li>Ensure compliance with KYC, AML, and internal regulatory requirements.</li> <li>Review and approve complex onboarding cases with compliance and risk teams.</li> <li>Oversee issuance of engagement letters, invoices, and documentation while maintaining accurate client records.</li> <li>Drive initiatives to digitize workflows and improve operational efficiency.</li> <li>Identify process gaps and implement enhancements in collaboration with leadership.</li> <li>Leverage technology to optimize client service delivery.</li> <li>Lead and mentor the Client Services team, managing workload, performance, and priorities.</li> <li>Provide coaching, training, and guidance to enhance team capability.</li> <li>Foster a culture of accountability, client-centricity, and continuous improvement.</li> </ul>

Client Services Manager

Behomes

We&rsquo;re looking for a proactive, tech-minded Project Manager who can bridge communication between our IT team, designers, and clients &mdash; and ensure CRM implementations are delivered on time and with excellence.What You&rsquo;ll Do- Manage 15&ndash;20 CRM implementation projects for real estate agencies and developers- Communicate with clients in English, gather detailed information about their business processes- Coordinate CRM setup: track progress, control timelines, and ensure quality delivery- Host online calls and training sessions to onboard clients to the system- Work with WhatsApp chats, calendars, and Google Meet- Drive each project to completion within 5 business daysWhat We Expect- 1+ year of experience as a Project Manager or Implementation Specialist- Ability to independently lead clients from briefing to launch- Strong communication, time management, and follow-up skills- Confident use of Notion, Miro, and Google Workspace- Fluent English &mdash; able to clearly communicate with clients- A technical mindset and attention to detail &mdash; you enjoy understanding how things work under the hoodWhat We Offer- Remote work (time zone: GMT+4)- A fast career path &mdash; from Project Manager to Head of OnboardingJob Type: Full-timePay: From E&pound;250.00 per monthLanguage:<ul><li>english (from B2 level) (Preferred)</li></ul>

Project Manager

JPMorganChase

<div>JOB DESCRIPTION 
<div>
Join JPMorganChase as a Client Data Manager III and become a key player in a dynamic team dedicated to maintaining the highest standards of client data integrity and compliance. In this pivotal role, you'll leverage your expertise in data management and keen attention to detail to ensure that all KYC records adhere to regulatory standards, while collaborating with various internal teams to enhance processes. If you're passionate about data accuracy, thrive in a fast-paced environment, and are eager to make a significant impact on our firm's success, we invite you to bring your skills and innovation to our esteemed organization. 
 
As a Client Data Manager III within the Operations team, you will take charge of the operational management. Your role is crucial in ensuring the integrity and compliance of our client data, as you collaborate with internal teams to maintain high standards for KYC records. By leveraging your organizational skills and digital proficiency, you will enhance processes and client experiences, playing a significant part in the success of our department and the firm. 
 
Job responsibilities</div><div>
<ul><li>Conduct operational management and control of the daily workflow within the team.</li>
<li>Maximize team capacity through effective resource planning and ensure team structure is robust through effective training and succession planning.</li>
<li>Ensure all daily controls and processing are completed and signed off as well as all key metrics are produced as required.</li>
<li>Establish policies, procedures, and guidelines which comply with internal and external controls to continuously strengthen the controls environment.</li>
<li>Provide direction and leadership to the team.</li>
<li>Provide effective communications to the department, ensuring staff are aware of strategic and regulatory changes in the organization.</li>
<li>Process continued review of content and presentation of Standard Operating Procedures, in line with introduction of new policies and ongoing risk management activities.</li>
<li>Support all aspects of client onboarding to include the fulfillment of AML and KYC requirement.</li>
</ul></div><div>Required qualifications, capabilities, and skills</div><div>
<ul><li>Operational subject matter expertise in Custody account opening, maintenance and closures.</li>
<li>Strong people management skills, ability to lead and motivate managers.</li>
<li>Strong ability to learn ongoing stream of new markets, products, and processes.</li>
<li>Strong risk and control awareness, ability to effectively priorities workloads and work to critical deadlines.</li>
<li>Confident communicator in all mediums to both internal and external clients.</li>
<li>Strategic thinker, able to review and implement process improvements.</li>
<li>Proficient in Microsoft Office products including Word, Excel, Access, and Outlook.</li>
</ul></div><div>Preferred qualifications, capabilities, and skills</div><div>
<ul><li>Bachelor&rsquo;s degree or equivalent, preferred.</li>
</ul></div>ABOUT US<div> 
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 
 
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</div> 
 
 
ABOUT THE TEAM 
 
J.P. Morgan&rsquo;s Commercial &amp; Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial &amp; Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.</div>

Client Data Manager_Vice President

Deutsche Bank

<div>
 
 Position Overview
 
 
 
 
 Job Context :
 
 
 
 In accordance with Anti-Money Laundering and Combating the Financing of Terrorism (AML/CFT) requirements institutions such as Deutsche Bank Pakistan (DBAG), are obliged to perform KYC checks and Client Account Management (CAM) related on all potential clients and related parties at the client on-boarding stage as well as on a regular ongoing basis for all existing clients. These checks and reviews are made in strict accordance with requirements defined by our regulators and internal policy on client adoption.
 
 
 Furthermore, on-boarding also needs to be conducted in line with other regulatory requirements including MIFID, Dodd Frank, EMIR and FATCA
 
 
 
 Summary of this role :
 
 
 
 The role holder will be required to assist the COB Manager in acting as a key point of contact to all client on boarding stakeholders for the location. There will be a strong focus on relationship management with key business managers as well as representative&rsquo;s from AML, Compliance, Credit and Legal.
 
 
 
 The role holder will be required to:
 
 
 
 <ul>
 <li>
 Understand DB KYC/COB Policies and preferably central bank rules and regulations relating to KYC/AML. Familiar with Static data set-up performed in KYC and downstream systems.
 </li>
 <li>
 Maintain effective relationships with business managers, AML, Compliance, Credit, Management and other Back Office areas.
 </li>
 <li>
 Assist both business and COB analysts with the resolution of complex and special case issues.
 </li>
 <li>
 Ensure all MIS meets business, regulatory and internal reporting expectations.
 </li>
 <li>
 Work with on boarding process stakeholders with regards to identifying process inefficiency (and deficiency) and contribute to the overall reduction in turnaround times.
 </li>
 <li>
 Recognise any key emerging risks that may exist within the scope of on boarding and work with relevant stakeholders (including control) to ensure they are flagged and mitigated.
 </li>
 <li>
 Ensure strong governance over the Business As Usual Processes (KYC and CAM). Drive Prioritisation of critical items and ensure delivery within SLEs
 </li>
 <li>
 Assist on key COB projects and initiatives
 </li>
 <li>
 Assist the COB Manager during internal/external audits and KYC related queries from the local regulators
 </li>
 <li>
 General KYC documentation handling /scanning and filing of physical documents
 </li>
 <li>
 Stays abreast on AFC related regulatory changes and industry trends and topics to ensure the quality of the CDD operation meets policy requirements
 </li>
 <li>
 Analyses AFC risks associated with the client from a technical perspective, identify and escalate potential risks and operational issues as appropriate
 </li>
 <li>
 Develops and produces critical metrics and reporting which provide data related to department performance, risk quantification and stratification, and resource capacity limitations
 </li>
 <li>
 Manages escalations and handoffs to AFC function
 </li>
 <li>
 Adheres to the DB values and beliefs and works in line with internal policies and guidance and regulatory requirements
 </li>
 <li>
 Monitoring the queue and checking the status of KYC cases
 </li>
 <li>
 Manages ad hoc allocation of priority cases to respective Makers and Checkers and handles the communication to team
 </li>
 <li>
 Any other tasks that maybe assigned to them by the COB Manager or the Head of Operations
 
 
 
 </li>
 </ul>
 
 Candidate Specification
 
 
 
 
 Education Standard:
 
 University Graduate
 
 
 
 Additional Qualifications:
 
 Knowledge of local AML/ KYC requirements and/ or compliance related qualification.
 
 
 
 Experience/Background:
 
 
 
 <ul>
 <li>
 Eight years of experience in banking, of which four years of KYC/AML on boarding related role
 </li>
 <li>
 Good understanding and experience of Investment Banking and products including traded products, commodities corporate finance, transaction banking etc.
 </li>
 <li>
 Proven ability to prioritize competing demands.
 </li>
 <li>
 Knowledge of local &amp; beyond AML regulations and industry guidelines
 
 
 
 </li>
 </ul>
 
 Personal Characteristics:
 
 
 
 <ul>
 <li>
 Ability to work under pressure and within tight deadlines
 </li>
 <li>
 Able to work unsupervised
 </li>
 <li>
 Initiative and quick to react to changes in priorities
 </li>
 <li>
 Ability to learn new practices and procedures quickly
 </li>
 <li>
 Presentable and articulate with good communication skills to deal with front office, support areas and clients
 </li>
 <li>
 Commitment to seeing quality results from own endeavours
 </li>
 <li>
 Resilient, determined and hardworking
 </li>
 <li>
 Possess strong organisational skills
 
 
 
 </li>
 </ul>
 
 Computer Software:
 
 Competent business user of MS products, including production of PowerPoint presentations etc.
 
 
 
 Languages:
 
 Fluency in English essential.
 
 
 Our values define the working environment we strive to create &ndash; diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer.
 
 
 We promote good working relationships and encourage high standards of conduct and work performance. We welcome applications from talented people from all cultures, countries, races, genders, disabilities, beliefs and generations and are committed to providing a working environment free from harassment, discrimination and retaliation.
</div>

Operations Senior Lead

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