client onboarding specialist

Bella Advisors

<div>
 Bella Advisors
 
 
 Operations Specialist - Onboarding and Client Servicing
 
 
 
 Location: Roswell, GA
 
 
 
 Compensation: Competitive base salary of $60,000 - $70,000 annually, commensurate with experience, plus benefits such as health insurance, 401(k) matching, and performance bonuses.
 
 
 
 We are a growing Registered Investment Advisor (RIA) and Insurance firm seeking a resilient Operations Specialist to join our team and drive efficiency in client operations. If you're detail-oriented, thrive under pressure without getting rattled, and have a no-excuses "get it done" attitude, this role is for you. We're looking for someone who can handle the nitty-gritty of financial paperwork and client interactions while proactively building and refining processes to scale our operations. No room for thin-skinned types&mdash;this is a fast-paced environment where ownership and results matter.
 
 
 
 Key Responsibilities:
 
 
 <ul>
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 Manage end-to-end client onboarding, including gathering and processing paperwork, KYC/AML compliance, and ensuring seamless integration into our systems.
 </li>
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 Coordinate account transfers (ACATs) from external custodians to our firm, troubleshooting issues and minimizing downtime for clients.
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 Handle daily client servicing tasks, such as responding to inquiries, updating records, generating reports, and resolving operational hiccups.
 </li>
 <li>
 Identify bottlenecks in current workflows and implement streamlined processes, documentation, and tools (e.g., CRM integrations, automation scripts) to improve efficiency and reduce errors.
 </li>
 <li>
 Collaborate with advisors, compliance, and custodians to ensure all operations align with regulatory standards (e.g., SEC, FINRA).
 </li>
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 Maintain meticulous records and audit trails to support firm growth and risk management.
 
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 </ul>
 
 Qualifications:
 
 
 <ul>
 <li>
 2+ years of experience in financial services operations, preferably in an RIA, wealth management, or brokerage setting; familiarity with onboarding, account transfers, and client servicing is a must.
 </li>
 <li>
 Proven ability to establish and optimize processes&mdash;think workflow diagrams, SOPs, and tech tools like Salesforce or similar.
 </li>
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 Thick skin and a proactive mindset: You roll up your sleeves, push through obstacles, and deliver results without hand-holding.
 </li>
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 Strong attention to detail with the ability to spot errors in complex documents and multitask in a high-volume environment.
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 Excellent communication skills for interacting with clients, advisors, and vendors&mdash;professional yet straightforward.
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 Proficiency in Microsoft Office, financial software (e.g., Tamarac, Orion, or Excel for data manipulation), and basic tech troubleshooting.
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 Bachelor's degree in finance, business, or a related field preferred; Series 65 or similar licensing a plus but not required.
 
 </li>
 </ul>
 If you're the type who turns chaos into systems and gets satisfaction from making things run smoother, apply now with your resume and a brief note on a process you've improved in a past role. We value action over perfection&mdash;let's build something great.
 
 
</div>

Operations Specialist - Client Onboarding and Servicing

FlapKap

<div>What is FlapKap ?
We are the financial growth partner for the small and medium-sized businesses in the Middle East and Africa. We support our merchants to overcome their cash constraints by financing their working capital and ensuring their growth without losing equity.
For more info, check our feature on Forbes.
Why FlapKap?
FlapKap is a fast, smart, collaborative and first of a kind startup that aims to disrupt the financial industry in the MENA region. We are backed by QED, BECO Capital, A15, Outliers, and Nclude with a total financing of over $40m USD. FlapKap offers a safe
environment with a welcoming atmosphere to creativity and innovation. Everyday there are new challenges and significant achievements that make everyone charged, excited and proud to belong.
What is this role?
The Commercial Operations Specialist is responsible for ensuring the accuracy, completeness, and compliance of client documentation and Know Your Customer (KYC) information prior to submission to the Risk Department. This role acts as a critical quality-control function, reviewing client details, validating supporting documents, and confirming that all required checks are properly completed. By maintaining high standards of due diligence and data integrity, the Commercial Operations Specialist helps streamline risk assessments, reduce processing delays, and support informed decision-making across the business.
Responsibilities:
<ul><li>Review and verify client documentation, including bank statements, Memorandum of Association (MOA), trade licenses, and other financial or legal documents.</li><li>
Ensure all submitted files are accurate, complete, and compliant with internal policies and regulatory requirements.</li><li>
Perform thorough KYC checks in line with company standards and compliance guidelines.</li><li>
Maintain, update, and manage client records using CRM systems and internal operational tools.</li><li>
Coordinate closely with internal stakeholders, including Sales, Operations, Credit, Risk, and Finance teams, to ensure a smooth and efficient workflow.</li><li>
Identify missing, incomplete, or inconsistent information and follow up promptly with relevant parties to resolve issues.</li><li>
Support the client onboarding and funding processes by ensuring documentation meets required standards prior to approval.</li><li>
Upon completion of verification, hand over validated documentation to the Finance Operations (FinOps) team to finalize processing.</li><li>
Prepare and generate client contracts following offer approval by the Credit team.</li><li>
Initiate the e-signature process by issuing contracts through DocuSign and tracking completion.</li><li>
Verify checks received from clients to ensure correctness and alignment with approved terms.</li><li>
Contribute to the continuous improvement of documentation review and verification processes to enhance efficiency and accuracy.</li></ul> 

Requirements 
<ul><li>
Bachelor&rsquo;s degree in Business Administration, Finance, Accounting, or a related field.</li><li>
1&ndash;3 years of experience in commercial operations, client onboarding, documentation review, KYC, compliance, or a similar operational role (experience in financial services, fintech, or lending is a plus).</li><li>
Strong understanding of KYC, due diligence, and documentation verification processes.</li><li>
High attention to detail with the ability to identify inconsistencies or missing information in financial and legal documents.</li><li>
Familiarity with CRM systems and internal workflow tools; experience with document management platforms is preferred.</li><li>
Strong organizational and time-management skills, with the ability to manage multiple files simultaneously and meet deadlines.</li><li>
Excellent communication skills, with the ability to coordinate effectively with internal teams and follow up with stakeholders when required.</li><li>
Proficiency in Microsoft Office tools (Excel, Word, Outlook); experience with e-signature platforms such as DocuSign is an advantage.</li><li>
Ability to work independently while also collaborating effectively within a cross-functional team.</li></ul> 

Benefits 
<ul><li>
Competitive Salaries
</li><li>Hybrid working environment
</li><li>Healthcare coverage
</li><li>A highly collaborative team environment that will support your professional and personal growth
</li><li>A culture that promotes Work-Life balance and Wellbeing
</li><li>A culture of learning and innovation</li></ul></div>

Commercial Operations Specialist

Federated Hermes

<div>
 
 
 Operations Specialist
 
 
 
 
 Federated Hermes Career Opportunity #9632
 
 
 
 We have an exciting opportunity for an
 
 Operations Specialist
 
 in the Managed Accounts Department located in Chicago, IL! (hybrid)
 
 
 
 
 
 
 What You&rsquo;ll Do
 
 
 
 As an Operations Specialist, you will be responsible for the daily trade support and reconciliation, data integrity verification, customer service to both internal and external clients, client onboarding and new account initialization, and data and client reporting. The position requires the ability to work independently, and responsibilities will be both specialized and general and will be dynamic in nature based on the activity of the department.
 
 
 
 
 
 
 The Expertise We&rsquo;re Looking For
 
 
 <ul>
 <li>
 Bachelor&rsquo;s Degree or relevant experience in lieu of degree. Bachelor&rsquo;s degree in business related major (Finance/Accounting) preferred.
 </li>
 <li>
 Up to one year of financial operational experience or relevant classwork; two years of financial services industry experience in trade settlements preferred.
 </li>
 <li>
 Knowledge of domestic equity and fixed income settlement functions; familiarity with sponsor systems is a plus.
 </li>
 </ul>
 
 
 
 
 
 Our Investment in You
 
 
 
 We believe our employees are our most important asset! Therefore, we offer benefits programs designed to help you and your family thrive, training programs to advance your professional development and opportunities for you to give back to the community. Our offerings include:
 
 
 
 
 <ul>
 <li>
 The annual base salary range for this position is $63,000 - $85,000. In determining salary multiple factors will be taken into consideration such as primary work location, experience, education and skill set. In addition to base salary, this position includes eligibility for a bonus.
 </li>
 <li>
 We offer our Employees (and, as applicable, their dependents) medical, dental, prescription, vision, and basic life insurance benefits. Additionally, Employees are eligible to enroll in our company&rsquo;s 401(k) plan. Each calendar year employees are eligible for paid leave which includes fifteen vacation days, seven ill days, and ten holidays. For more information, please click the following Link: Careers
 </li>
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 Opportunities to expand your professional network within the firm and the community through participation in programs such as the Women in Investing Employee Resource Business Group and the University Ambassador Program.
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 Location - Chicago, IL 60654
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 Hybrid in-office work schedule
 </li>
 </ul>
 
 
 
 
 
 About Federated Hermes
 
 
 
 At Federated Hermes, our goals are to help individuals invest and retire better, to help our clients achieve better risk-adjusted returns, and to contribute to the positive outcomes in the wider world. We pledge to always putting our clients first and to acting responsibly and transparently. Our commitment to active, responsible investment has enabled us to become a leading investment manager serving investors around the world.
 
 
 
 
 
 We provide career opportunities that enable our employees to grow and meet their career aspirations while balancing the needs of their personal lives. We offer a collaborative environment that promotes doing things the right way and always with integrity, sharing ideas to drive positive change, and following through on our commitments. We are motivated by a higher purpose and always consider the impact of our work. We promote teamwork and foster a diverse, inclusive and respectful workplace where unique perspectives, ideas and experiences are recognized and appreciated for the contributions they bring.
 
 
 
 
 
 
 
 
 For consideration, please visit our company website and reference job #9632
 
 
 For additional information, please visit FederatedHermes.com
 
 
 
 
 
 
 
 Federated Hermes, Inc. offers a competitive salary and benefits package along with a professional environment.
 
 
 Only those candidates in whom we have an interest will be contacted.
 
 
 We are interested in qualified candidates who are eligible to work in the United States. However, we are not able to sponsor visas.
 
 
 
 
 
 EOE &ndash; Including Disability / Vets
 
 
 Federated Hermes is committed to providing equal employment opportunities in all aspects of employment to qualified individuals without regard to the following criteria: race, color, national origin, religion, sex, pregnancy, sexual orientation, gender identity or expression, mental or physical disability, age, familial or marital status, ancestry, military status, veteran status or genetic information as well as any other prohibited criteria under any local, state or federal law applicable to Federated Hermes. As part of the firm&rsquo;s equal employment opportunity statement, Federated Hermes will also comply with applicable government contractor obligations, including ensuring veterans and qualified people with disabilities are considered for employment and promotional opportunities consistent with current federal, state and local laws and regulations. Federated Hermes will also make reasonable accommodations for the religious practices of beliefs of applicants and employees, as well as for mental health or physical disability needs.
 
</div>

Operations Specialist

eSoul

<ul><li>Act as the primary point of contact during the onboarding phase, guiding clients through the setup and implementation of services.</li><li>Conduct initial welcome calls, presentations, and training sessions to familiarize clients with the service, ensuring they understand its features and value.</li><li>Understanding customer context and goals and providing information to best serve those goals.</li><li>Build strong rapport, setting expectations for communication and service delivery to ensure a positive, professional experience.</li><li>Manage the end-to-end setup process, including data entry, account customization, and granting system access.</li><li>Identify gaps in the onboarding process and collaborate with team members to improve efficiency, documentation, and training materials.</li><li>Act as a bridge between key clients and operations teams.</li><li>Anticipate issues and coordinate resolutions to ensure client success.</li><li>Develop and maintain sustainable, long-lasting and healthy working relationships with clients.</li></ul>Job Type: Full-timePay: Rs100,000.00 - Rs150,000.00 per monthWork Location: Remote

Customer onboarding Specialist

JPMorganChase

<div>JOB DESCRIPTION 
We are seeking a detail-oriented and proactive Associate to join the KYC CIB Riyadh Branch Middle Office, supporting client onboarding and lifecycle management for Saudi Arabia&ndash;domiciled clients.
This role is responsible for the execution and coordination of end-to-end KYC activities for branch-managed clients, ensuring compliance with local regulatory requirements (including SAMA) and internal policies. The Associate will work closely with Client, Front Office, Compliance, and Operations teams to deliver timely onboarding, high-quality KYC files, and a strong client experience.
Job responsibilities<ul><li>
Execute end-to-end KYC processes for Saudi clients, including onboarding, periodic reviews, trigger events, and remediation.</li><li>
Ensure KYC documentation and data are accurate, complete, and compliant with internal standards and local regulatory requirements.</li><li>
Manage case progression within agreed SLAs, proactively following up on outstanding information.</li><li>
Identify and escalate KYC risks, data gaps, or complex structures to senior management and Compliance where required.</li><li>
Support KYC processes in line with SAMA regulations and local KYC/AML requirements.</li><li>
Maintain strong awareness of Saudi market practices, legal entity types, and ownership structures.</li><li>
Assist with responses to internal audits, compliance testing, and regulatory reviews relating to the Riyadh branch.</li><li>
Support initiatives to enhance KYC efficiency through process improvements, standardisation, and digitalisation.</li><li>
Participate in testing and implementation of KYC systems, workflow tools, and automation initiatives.</li><li>
Act as a day-to-day point of contact for Front Office, Compliance, Operations, and Technology teams within the Riyadh branch.</li><li>
Provide clear and timely updates on KYC status, risks, and outstanding requirements.</li><li>
Support preparation of management information (MI) and reporting for branch governance forums.</li><li>
Work collaboratively within the KYC team, sharing best practices and supporting team objectives.</li><li>
Demonstrate ownership and accountability for assigned client portfolios and deliverables.</li><li>
Support a culture of quality, control, and continuous improvement.</li></ul>
Required qualifications, capabilities, and skills<ul><li>
Bachelor&rsquo;s degree required (Finance, Business, Economics, Law, or related field preferred).</li><li>
Experience in KYC, client onboarding, middle office, or AML-related roles within financial services.</li><li>
Solid understanding of KYC/AML regulations and client due diligence requirements.</li><li>
Familiarity with KYC systems, document management tools, and workflow platforms.</li><li>
Ability to work effectively with Front Office and Compliance in a regulated environment.</li><li>
Strong written and verbal communication skills in Arabic and English is a must.</li><li>
Strong organisational skills with high attention to detail.</li><li>
Confidence in escalating issues and managing deadlines.</li><li>
Proactive, disciplined, and able to perform under time pressure.</li><li>
Strong risk awareness with a client-focused mindset.</li><li>
Willingness to learn and grow within the KYC and CIB environment.</li></ul>
Preferred qualifications, capabilities, and skills<ul><li>
Experience supporting Saudi clients or working within a KSA-regulated environment is highly desirable.</li><li>
Exposure to CIB, wholesale banking, or branch-based client coverage is a plus.</li><li>
Experience with process improvement or digital initiatives is an advantage.</li></ul>
ABOUT US 
 
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world&rsquo;s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives. 
<div>
<div>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></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>

WKO Saudi Arabia Middle Office Associate - Riyadh Branch

Your Cloud Campus

Sales &amp; Customer Relationship Executive(International Sales &amp; Onboarding)Location: Bahria Town Phase 7, RawalpindiJob Type: Full-time / Night Shift (9:00 PM &ndash; 6:00 AM)Pay: Up to 250,000.00 (PKR) per monthWe are seeking a confident and results-driven Customer Relations Manager with a strong background in international sales and client onboarding. In this role, you will be responsible for presenting our services to global prospects, managing the onboarding process in collaboration with the trial team, and successfully converting leads into long-term paying clients. You will act as the key link between sales, onboarding, and client success teams.Key Responsibilities:<ul><li>Deliver compelling presentations and product demos to international clients via Zoom and other virtual platforms.</li><li>Identify client needs and match them with appropriate service offerings.</li><li>Collaborate with the trial and support teams to ensure a seamless onboarding experience.</li><li>Maintain ongoing communication with clients during their trial period, addressing questions and ensuring satisfaction.</li><li>Build strong relationships, confidently handle objections, and guide clients toward closing.</li><li>Achieve and exceed monthly conversion and closing targets.</li><li>Accurately document client interactions and progress in the CRM system.</li><li>Share insights and feedback with internal teams to enhance overall customer experience and product offerings.</li></ul>Requirements:<ul><li>Proven experience in international sales, customer relations, or client onboarding&mdash;preferably in a B2B environment.</li><li>Excellent communication and interpersonal skills, with the ability to influence and close deals effectively.</li><li>Confident presenter with experience using Zoom or other online meeting tools.</li><li>Strong collaboration skills to work cross-functionally with trial and support teams.</li><li>Highly organized, self-motivated, and target-driven.</li><li>Proficiency in CRM software and client tracking tools.</li></ul>Job Type: Full-timePay: From Rs120,000.00 per monthExperience:<ul><li>Cold Calling: 2 years (Required)</li><li>Client On-Boarding: 2 years (Required)</li></ul>Language:<ul><li>English (Required)</li></ul>Location:<ul><li>Rawalpindi (Required)</li></ul>Work Location: In person

Sales & Customer Relationship Executive(International Sales & Onboarding)

UDHC Lahore

Healthcare EMR &amp; Telehealth Support Executive &ndash; Trainings &amp; Account Management (Morning Shift) Location Lahore, Pakistan (Travel required for on-site trainings) Job Type Full-time Shift Morning Shift. Job Summary We are hiring a Healthcare EMR &amp; Telehealth Support Executive responsible for on-ground system trainings, client onboarding, post-implementation support, and account management. This role bridges technology, healthcare operations, and client success &mdash; ensuring that healthcare providers successfully adopt and use the platform in their daily clinical and administrative workflows. ______________ Core Role Nature This is a field + office hybrid role, involving: &bull; On-site hospital/clinic trainings &bull; Remote system support &bull; Client relationship management &bull; Workflow implementation ______________ Key Responsibilities System Implementation &amp; On-Site Trainings &bull; Conduct on-ground EMR &amp; Telehealth system trainings for: o Doctors o Clinical staff o Front desk teams &bull; Train users on: o Patient registration o Appointment workflows o Clinical documentation o Billing workflows o Telehealth consultations &bull; Ensure successful go-live and system adoption &bull; Customize training based on facility workflow ______________ Post-Go-Live Support &bull; Provide day-to-day operational support to assigned accounts &bull; Resolve: o User issues o Workflow gaps o Configuration requests &bull; Coordinate with technical and product teams for escalations &bull; Ensure minimum downtime for clients ______________ Account Management &bull; Act as the primary relationship manager for assigned healthcare facilities &bull; Conduct regular follow-ups and performance reviews &bull; Monitor: o System usage o Adoption level o Client satisfaction &bull; Identify opportunities for: o Expansion o Additional modules o Revenue growth per account ______________ Client Onboarding &bull; Manage complete new client onboarding lifecycle &bull; Configure system as per: o Specialty o Facility workflow &bull; Deliver structured user acceptance training ______________ Reporting &amp; Documentation &bull; Maintain training reports &amp; support logs &bull; Prepare: o Account health reports o Adoption reports o Issue resolution tracker ______________ Required Qualification Bachelor&rsquo;s degree in one of the following: &bull; MBBS/BDS &bull; Healthcare Administration&bull; Business Administration &bull; Computer Science / IT ______________ Experience Required 1&ndash;4 years in: &bull; EMR / HIS / Telehealth support OR &bull; Healthcare operations with software exposure OR &bull; Software implementation / client training ______________ Core Skill Set Healthcare + Technical Understanding &bull; EMR workflows &bull; Telehealth workflows &bull; Clinical &amp; front desk operations Training &amp; Communication &bull; Strong presentation skills &bull; Ability to train non-technical medical staff &bull; Excellent Urdu &amp; English communication Account Management &bull; Relationship handling &bull; Problem solving &bull; Client retention mindset Operational Skills &bull; MS Excel / CRM usage &bull; Process documentation &bull; Task tracking ______________ KPIs for This Role &bull; Successful system go-live rate &bull; User adoption % &bull; Client satisfaction score &bull; Training completion score &bull; Average issue resolution time &bull; Account retentionJob Type: Full-timeWork Location: In person

Healthcare EMR & Telehealth Support Executive – Trainings & Account Management (Morning Shift)

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