client onboarding specialist

GMS DIGITALS SMC PVT LTD.

Must Read the job description before applying:Job Title: Client Onboarding Specialist (Female) Location: Divine Mega 2, Ghazi Road, Opp Devsinc, Bhatta Chowk Lahore Working Hours: 9:00 AM &ndash; 6:00 PM (Monday to Friday, Saturday/Sunday Off) Salary: Starting from 80,000 PKR + Deal-closing bonus Job Type: Full-time (Urgent Hiring) - OnsiteCompany: GMS DIGITALS (https://gmsdigitals.com/)About the Role: We are seeking a motivated, detail-oriented Client Onboarding Specialist (Female) to handle all incoming WhatsApp inquiries, convert prospects into paying customers, and ensure an exceptional post-sale experience.Responsibilities:<ul><li>Respond promptly and professionally to client queries received via WhatsApp.</li><li>Understand client needs, pitch relevant services, and close sales deals to successfully onboard new clients.</li><li>Coordinate with internal teams to resolve issues and follow up on the onboarding process until completion.</li><li>Track conversion rates and suggest improvements to boost client satisfaction &amp; revenue.</li></ul>Requirements:<ul><li>Female candidates only.</li><li>Minimum 1 year of experience in client onboarding, customer support, telesales, or chat-based sales.</li><li>Excellent typing speed and command of English.</li><li>Proficient in Microsoft Office and familiar with basic CRM tools.</li></ul>Job Type: Full-time Work Location: In person Pay: Up to Rs: 80,000 PKR + Deal-closing bonusJob Type: Full-timePay: Rs80,000.00 per monthWork Location: In person

Client Onboarding Specialist (Female)

IT Accel, Inc.

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 6-Month Contract
 
 
 Position Overview:
 
 
 The Account Fulfillment Specialist is responsible for supporting both internal teams and external clients by ensuring new accounts are set up accurately, promptly, and in compliance with all regulatory and documentation requirements. This role works closely with Client Service Specialists to support onboarding, account maintenance, and overall service delivery for deposit accounts.
 
 
 Key Responsibilities:
 
 
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 Partner with Client Service Specialists to prepare and process all documentation required for opening new deposit accounts.
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 Review incoming account paperwork to ensure accuracy, completeness, and adherence to regulatory standards.
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 Process client account maintenance requests, including updates to client information and account records.
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 Support the client experience by helping identify client needs and ensuring requests are handled professionally and efficiently.
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 Maintain accurate, up-to-date information across internal systems and platforms.
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 Collaborate closely with internal teams to ensure clear communication and alignment on onboarding tasks and account requirements.
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 Identify potential opportunities to refer clients to other business areas when additional products or services may be beneficial.
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 Work to meet established service standards while ensuring accuracy and timeliness in all tasks.
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 Prioritize and process urgent requests with careful attention to detail and a strong sense of urgency.
 
 
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 Knowledge, Skills, and Abilities:
 
 
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 Strong understanding of banking products, deposit account structures, and internal procedures.
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 Ability to work independently and manage tasks in a fast-paced environment.
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 Proficiency with Microsoft Office, email systems, and banking platforms; familiarity with CRM tools such as Salesforce is preferred.
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 Strong attention to detail and the ability to manage complex tasks with sound judgment and analytical thinking.
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 Excellent written and verbal communication skills for interacting with both clients and internal teams.
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 Strong organizational skills, with the ability to multitask and prioritize effectively.
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 Knowledge of commercial and corporate deposit account types, treasury management services, and online banking tools.
 
 
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 Education &amp; Experience:
 
 
 Required:
 
 
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 High school diploma or GED, plus 3-5 years of banking or account servicing experience.
 
 
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 Preferred:
 
 
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 Bachelor&rsquo;s degree.
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 Experience supporting a range of commercial or corporate clients, including industries such as real estate, healthcare, government, or commercial and industrial sectors.
 
 
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 #itacceljobs
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Account Fulfillment Specialist

Recruitment Solutions

Interviews ASAP! Enquire Today Are you highly organised, detail-oriented, and enjoy supporting a team?Would you like to work locally to Tunbridge Wells?Do you have exposure to IFA administrative processes such as client onboarding, organising reviews, drafting documents and transaction processing?If yes then apply now to avoid missing out! or call James in our Tunbridge Wells team today. Whether you have current or previous experience, we'd love to hear from you Great Role! Join a welcoming, collaborative team environment, working for an established and forward-thinking IFA practice.Enjoy great work-life balance, training and development opportunity, and a non-corporate team culture to be part of !Day-to-day, following personalised training, you will work as part of a team to support the smooth running of the office and client processes. Duties might include:-<ul><li>Receiving enquiries by phone and email from new and existing clients, assisting with queries and providing information.</li><li>Diary planning and management - Organising client meetings for Advisers and supporting any queries raised.</li><li>Client onboarding - conducting all relevant checks and ensuring files are created and maintained to company database.</li><li>Drafting written communication to clients, providing administrative support to Paraplanners and Advisers.</li><li>Processing transactions and liaising with product providers.</li><li>Contribute to the smooth running of the office and support the team.</li></ul>Full Time - Monday - Friday 9am - 5pm, or Part Time working options. - Great flexibility and work life balance.Super offices in central T Wells location (with Parking!) - commutable easily by train bus and car.Salary with experiences £26-35000 + benefits such as company pension scheme and private health cover.Future career prospects - with a company who support training and development.If you bring experience in a relevant transferrable financial advisory or banking environment we'd love to hear from you.Candidates MUST be in commutable distance of Tunbridge Wells in Kent.Interested? Call James from Recruitment Solutions or apply now for immediate consideration.INDCOR

IFA Administrator

HSJB BUSINESS CONSULTING

Key Responsibilities<ul><li>Engage with prospective clients and convert inquiries/leads into active forex clients</li><li>Explain forex products, platforms, and processes clearly to clients</li><li>Handhold clients end-to-end, including account opening, KYC documentation, funding, and platform setup</li><li>Coordinate with internal teams (compliance, operations, trading support) to ensure smooth onboarding</li><li>Assist clients with basic platform navigation and trading-related queries (non-advisory)</li><li>Maintain regular follow-ups to ensure client activation and retention</li><li>Resolve client concerns promptly and ensure a high level of customer satisfaction</li><li>Maintain accurate client records and onboarding status</li><li>Ensure adherence to company policies and regulatory requirements</li><li>Support retention initiatives and upselling/cross-selling where applicable</li></ul>Job Type: Full-timePay: AED7,000.00 - AED8,000.00 per month

Forex Support Manager

The First Group

<div>Overview:
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Headquartered in Dubai, UAE, The First Group is a dynamic, integrated global property developer with a fast-growing portfolio of upscale hotels, residential properties, F&amp;B brands and real estate asset management services. Since our launch in 2005, we have carved a highly successful niche offering unrivalled property investment opportunities in high-growth markets to clients from more than 70 countries worldwide.</div><div></div><div> 
We were among the first developers to identify the tremendous potential in providing private investors the opportunity to purchase hotel guestrooms, suites and serviced apartments in our collection of upscale properties located in highly popular locations across Dubai. We back up our success with a list of International Property awards along with strategic partnerships with companies such as Wyndham Hotel group, Millennium Hotels, Emirates Airlines and Jumeirah Hotels and Resorts.</div><div></div><div> 
To successful candidates, we offer a diverse progressive corporate working environment with clear growth potential along with award winning sales &amp; marketing tools, a state-of-the-art showroom featuring Dubai&rsquo;s only virtual helicopter tour and endorsements from a number of international sporting celebrities.</div>
Job Description:
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Key Responsibilities:</div><ul><li>
Assist with the onboarding process for new clients, ensuring all required documentation is collected and processed in a timely manner.</li><li>
Manage the processing of client documents accurately and efficiently, ensuring compliance with established procedures and timelines.</li><li>
Verify the accuracy and completeness of client documents, conducting thorough checks to ensure all necessary information is provided.</li><li>
Enter client information and documentation into the CRM accurately, always maintaining data integrity and confidentiality.</li><li>
Track the progress of client documents throughout the processing workflow, providing regular updates to clients and internal stakeholders as needed.</li><li>
Communicate with clients via phone, email, or other channels to request additional information, clarify details, or provide updates on document processing status.</li><li>
Address client inquiries, concerns, or issues related to document processing promptly and effectively, escalating complex issues to appropriate teams when necessary.</li><li>
Provide administrative and operational support to the sales team if required.</li><li>
Ensure compliance with regulatory requirements and company policies governing document processing and client interactions, maintaining accurate records and documentation.</li><li>
Conduct regular quality checks on processed documents to identify any errors or discrepancies, implementing corrective actions as needed to maintain high standards of accuracy and quality.</li><li>
Identify opportunities for process improvement and efficiency gains in document processing and sales support activities, making recommendations for enhancements to streamline workflows and enhance client satisfaction.</li><li>
Collaborate with internal teams such as sales and operations to coordinate document processing efforts, share information, and resolve issues effectively.</li></ul>
Desired Skill &amp; Expertise:
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Desired Skills &amp; Expertise:</div><ul><li>
Excellent communication and interpersonal skills.</li><li>
Ability to work flexible hours, including weekends and holidays.</li><li>
Excellent organizational and time management skills to prioritize tasks and meet deadlines.</li><li>
Strong administrative skills</li></ul></div>

Advisor - Global Solutions

Cobalt Recruitment

About the Company Our client is a renowned European innovator in real estate investment management software solutions, transforming real estate practices since 2000. Recognised for intuitive, cloud-based platforms, they empower real estate professionals to digitise and optimise real asset & portfolio management, investment & fund management, valuation & risk management, transaction management, development & construction, finance & administration, and further real estate processes. Expect a collaborative culture committed to technical excellence and innovation. Key Responsibilities: <ul> <li>Lead onboarding for high-profile real estate clients, delivering impactful software demonstrations and tailored training sessions.</li><li>Analyse client requirements, providing expert advice to optimise real estate management processes through technology.</li><li>Collaborate closely with product and development teams to customise and enhance software solutions based on user needs.</li><li>Utilise the integrated, advanced financial modelling tools and SQL to translate property data into strategic insights.</li><li>Support ongoing product improvements by conducting rigorous software testing and feedback loops.</li><li>Act as a trusted consultant, proactively identifying opportunities to drive client satisfaction and operational efficiency.</li></ul> Essential Requirements: <ul> <li>Extensive professional background within the real estate sector, ideally in valuation, asset or fund management environments.</li><li>Strong proficiency in financial modelling, requirement analysis, data integration, data visualisation, specifically using Excel, Power BI, SQL, equivalent programming languages or other digital real estate investment platforms.</li><li>Masters Degree in Real Estate, Economics, IT, Business IT, Finance, Engineering, or related fields.</li><li>Proven experience successfully collaborating between technical teams and business stakeholders.</li><li>Ability to demonstrate practical knowledge of real estate valuation processes or portfolio and fund management systems.</li><li>Experience training or advising clients on the use of complex technology or data management solutions.</li></ul>

Real Estate Technology Consultant

Deutsche Bank

<div>
 
 Position Overview
 
 
 
 
 Details of the Division and Team:
 
 
 
 Operations provides support for all of Deutsche Bank&rsquo;s businesses to enable them to deliver transactions and processes to clients.
 
 
 A dynamic and diverse division, our objective is to make sure that all our services are executed in a timely and professional manner, that risk is minimised and that the client experience is positive. We are proud of the professionalism of our people, and the work they do. In return, we offer excellent career development opportunities to foster skills and talent.
 
 
 
 Overview
 
 
 
 The Know Your Client (KYC) Operator role focuses on client onboarding (COB) and exceptions in line with regulatory standards and jurisdictions.
 
 
 The KYC Operator provides regular communication to senior Bank stakeholders on changes in KYC, Anti Money Laundering (&lsquo;AML&rsquo;) and Anti Financial Crime (&lsquo;AFC&rsquo;) areas and ensures any changes required are implemented with minimum disruptions.
 
 
 The KYC Operator also assists the Bank&rsquo;s clients, managing all KYC and account opening requirements with appropriate governance and controls. She / He operates in an environment of strict adherence to Standard Operating procedures (&lsquo;SOP&rsquo;s) and Operation Level Agreements (OLA&rsquo;s) to achieve accurate and timely account opening to help execute trades.
 
 
 
 What we will offer you:
 
 
 
 A healthy, engaged and well-supported workforce is better equipped to do their best work and, more importantly, enjoy their lives inside and outside the workplace. That&rsquo;s why we are committed to providing an environment with your development and wellbeing at its center.
 
 
 
 You can expect:
 
 
 
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 Life Insurance
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 Accidental Death Insurance
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 Permanent Partial Disability Insurance
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 Private Medical Insurance for you, your spouse and dependent children
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 Flexible working arrangements
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 30 days of annual paid leave, plus public holiday &amp; Flexible Working Arrangement
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 Contributions to Employee Workplace Savings "Gosy" plan (for Saudi nationals only)
 
 
 
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 Your key responsibilities:
 
 
 
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 Acts as first point of contact/ Subject Matter Expert in relation to KYC for Investment Banking and Corporate Banking clients
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 Collect and corroborate KYC/AML related documentation wherever possible to perform required due diligence to meet Local Regulatory and DB policy requirements
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 Coordinates and actively manages KYC cases between various stakeholders (e.g. Business, AFC and offshore centers)
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 Drives completion of New Client Adoptions, Regular Reivews and Event Driven Reviews
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 Drives implementation of new or changed KYC requirements and policies and documents the same in the local Desk Top Procedures
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 Works as part of a team to achieve and optimize productivity and quality service level agreements with clients/business
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 Acts as a point of escalation for business and navigates the organization front to back to ensure timely response to escalations
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 Actively supports achievement of Bank&rsquo;s/Division&rsquo;s strategy, plans and values, and ensures they maintain a clear understanding and ongoing alignment of activities with the organization&rsquo;s priorities
 
 
 
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 Your skills and experience:
 
 
 
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 Profound knowledge of KYC processes including quality control
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 Excellent communication skills and ability to work in virtual global teams and a matrix organization
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 Strong organization and prioritization skills
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 Diligent working style
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 Strong analytical skills and solution-oriented problem solving
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 Distinct client and service orientation
 
 
 
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 How we&rsquo;ll support you:
 
 
 
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 Flexible working to assist you balance your personal priorities
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 Coaching and support from experts in your team
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 A culture of continuous learning to aid progression
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 A range of flexible benefits that you can tailor to suit your needs
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 Training and development to help you excel in your career
 
 
 
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 About us and our teams:
 
 
 
 Deutsche Bank is the leading German bank with strong European roots and a global network. click here to see what we do.
 
 
 
 Deutsche Bank &amp; Diversity
 
 
 
 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.
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Know Your Client Analyst - AVP

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