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client onboarding specialist

Client of Aventus Global Talent

Key ResponsibilitiesReview client onboarding and maintenance files to confirm compliance with internal Customer Due Diligence standardsIdentify and assess risks - sanctions exposure, adverse media, or tax concerns, escalating higher-risk cases in line with governance requirements.Advise front-office teams on due diligence checks and ensure adherence to internal policies, local laws, and regulatory obligations.Provide final recommendations on account approvalsTrain and support relationship managers to enhance documentation quality, streamline onboarding packs, and strengthen compliance awareness.

Senior Client Onboarding Specialist

PayTech Group

Core Responsibilities and Accountabilities
<ul>
<li>Drive acquisition and onboarding of corporate clients.</li>
<li>Deliver tailored sales pitches and demos.</li>
<li>Collaborate with product and operations teams to refine card features.</li>
<li>Monitor usage metrics and report performance insights.</li>
<li>Conduct client training and internal enablement sessions.</li>
<li>Ensure compliance with onboarding and servicing protocols.</li>
</ul>
Knowledge and Experience
<ul>
<li>Deep understanding of commercial card products and virtual prepaid solutions.</li>
<li>Knowledge of regional market dynamics and client needs.</li>
<li>Experience with card lifecycle management and client onboarding.</li>
<li>Familiarity with card platforms, reporting tools, and transaction monitoring.</li>
</ul>
Mandatory Skills
<ul>
<li>Sales strategy and execution</li>
<li>Product lifecycle awareness</li>
<li>Client onboarding and servicing</li>
<li>Data-driven decision-making</li>
<li>Communication and presentation</li>
<li>Stakeholder engagement</li>
</ul>

Sales Manager- Commercial Card Sales

DS Business Hub Management Services

To play a key role in supporting the end-to-end sales and client onboarding process by serving as the central link between BLAs, clients, Compliance, Marketing, and Client Servicing. The role ensures accurate documentation, timely follow-ups, and smooth coordination across departments, while managing leads, CRM tasks, and progress tracking to deliver efficient, client-focused onboarding experience.

Sales Coordinator

Giftery.Pro

As a Client Relationship Executive, you will be responsible for supporting existing clients, assisting with the onboarding of new clients, and ensuring all client queries are addressed within the expected response times. You will play a key role in managing client documentation, contract updates, and maintaining strong coordination with internal teams, including Finance and IT.Key Responsibilities:· Provide email and chat support to B2B clients, addressing their queries and redirecting new clients to the appropriate channels.· Assist with onboarding new clients, including KYC (Know Your Customer) procedures, documentation management, and handling licenses.· Manage and update contracts, including modifying information in predefined templates and assisting with contract creation and management.· Track and monitor client queries to ensure they are addressed within the average handling time and follow up on outstanding queries to ensure timely resolution.· Manage basic issues related to integration and collaborate with relevant teams for solutions.· Work closely with Finance and IT departments to ensure smooth operations and accurate client data management.

Corporate Client Relationship Executive

Key Responsibilities
<ul>
<li>Review client onboarding and maintenance files to confirm compliance with internal CDD standards, including validation of static data and source of wealth.</li>
<li>Identify and assess risks such as sanctions exposure, adverse media, or tax concerns, escalating higher-risk cases in line with governance requirements.</li>
<li>Advise front-office teams on additional due diligence checks and ensure adherence to internal policies, local laws, and regulatory obligations.</li>
<li>Provide final recommendations on account approvals while meeting agreed turnaround times and quality expectations.</li>
<li>Train and support relationship managers to enhance documentation quality, streamline onboarding packs, and strengthen compliance awareness.</li>
</ul>

Onboarding Specialist

SevenRooms

About the Role As an Implementation Partner, you ll work directly with new clients to configure and launch their SevenRooms platform. You ll understand their current challenges, develop onboarding strategies, and guide them through adoption to set them up for long-term success. This role plays a key part in helping our clients get started quickly and effectively, and reports directly to the Regional Lead. You re excited about this opportunity because you will • Lead Client Onboarding. Manage all onboarding activities including project kick-off, training, configuration, data migration, and launch to help clients reach value quickly. • Manage Multiple Projects. Oversee several implementation projects at once, keeping them on schedule and aligned with customer goals and satisfaction. • Tailor Solutions to Clients. Work closely with venue stakeholders to understand their goals and customize the SevenRooms platform to meet their needs. • Be a Product Expert. Guide clients through the platform, helping them learn and apply tools based on their unique business objectives. • Collaborate Across Teams. Partner with Sales and Customer Success to support a smooth handoff and drive product adoption. We re excited about you because • You have 2+ years of experience in customer-facing roles, ideally in SaaS or hospitality technology • You re a clear and confident communicator, both in writing and in person • You re detail-oriented and bring strong critical thinking and problem-solving skills to your work • You re experienced in managing projects and keeping things on track • You thrive in fast-paced, startup environments and love working collaboratively with others

Implementation Partner, In-Store

Freemont Oneworld Group

Interacting with leads and existing clients.
Collecting and screening of client’s KYC documents;
Executing of companies’ registrations, renewals, visas arrangements;
Managing client expectations and deliver content in a relatable format;
Maintaining a good relationship with each client to foster trust and develop potential referrals;
Developing a network of partnerships that would generate a revenue stream for the company;
Following company internal procedures and instructions.

Business Consultant

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