client onboarding specialist

Pavago

Job Title: Client Onboarding Specialist
 Position Type: Full-Time, Remote
 Working Hours: US Hours
 
About Pavago: 
At Pavago, we’re currently hiring on behalf of one of our clients for a Client Onboarding Specialist role focused on HubSpot strategy, client communication, and implementation oversight. This is a dynamic, client-facing role ideal for someone who thrives at the intersection of business strategy, digital systems, and relationship management.
 
Responsibilities: 
Client Onboarding & Strategy Development
 <ul>
<li>Participate in sales calls as a solution engineer to demonstrate HubSpot capabilities and map tailored solutions for prospects</li>
<li>Create strategic HubSpot implementation plans based on client goals, personas, and buyer journeys</li>
<li>Serve as the lead point of contact for assigned client projects, ensuring clarity and alignment from pre-sale to execution</li>
</ul>
Project Management & Execution
 <ul>
<li>Ensure project deliverables are completed on time, within budget, and to the highest standard</li>
<li>Assign tasks in Teamwork (project management system) and manage cross-functional collaboration</li>
<li>Support internal implementation team with clear documentation, updates, and strategic input</li>
<li>Oversee execution of your own client-related deliverables when applicable</li>
</ul>
Client Communication & Reporting
 <ul>
<li>Hold recurring progress meetings with clients to review performance, field questions, and discuss strategic direction</li>
<li>Clearly communicate client feedback, needs, and insights to appropriate internal stakeholders</li>
<li>Analyze project results and suggest actionable next steps for continuous improvement</li>
<li>Assist with the creation of monthly reports for all company clients</li>
</ul>
What Makes You a Perfect Fit: 
<ul>
<li>You have a strong understanding of HubSpot and know how to translate complex needs into effective strategies</li>
<li>You’re confident in leading conversations with clients and cross-functional teams</li>
<li>You think strategically and act tactically balancing big-picture goals with day-to-day deliverables</li>
<li>You’re organized, dependable, and can handle multiple projects simultaneously</li>
<li>You communicate with clarity, professionalism, and empathy</li>
</ul>
Required Experience & Skills: 
<ul>
<li>Strong working knowledge of HubSpot (Sales, Marketing, or Service Hub experience preferred)</li>
<li>Previous experience in client success, project management, or digital strategy roles</li>
<li>Ability to translate marketing and business objectives into structured project plans</li>
<li>Excellent written and verbal communication skills</li>
<li>Ability to manage multiple deadlines and maintain attention to detail</li>
<li>High degree of professionalism and interpersonal skills when working with clients and internal teams</li>
<li>Willingness to continuously learn and maintain HubSpot certifications</li>
<li>Familiarity with Teamwork, Asana, Trello, or other project management tools is a plus</li>
</ul>
What Does a Typical Day Look Like?
 You’ll start your day by reviewing current project statuses, client feedback, and task assignments in Teamwork. Then, you may jump on a sales call to support a demo or help map a solution. Throughout the day, you’ll check in with clients, monitor project timelines, document strategy updates, and analyze HubSpot data to drive performance reviews. You'll collaborate with internal teams to ensure delivery and close out the day by preparing meeting notes, planning reports, or flagging blockers for follow-up.
 
Interview Process: 
<ul>
<li>Initial Phone Interview: Get to know your background and experience</li>
<li>Final Client Interview: Meet with the client to ensure cultural and strategic fit</li>
<li>Reference & Background Checks</li>
</ul>
Ready to Apply?
 If you’re a detail-oriented project leader with strong communication skills and a passion for helping clients succeed using HubSpot, we’d love to hear from you. Apply now to join a collaborative, fast-paced team focused on delivering real results.

Client Onboarding Specialist

DICETEK LLC

<div>KYC Remediation Specialist
Job Purpose
The KYC Remediation Specialist is responsible for the accurate collection, review, and validation of customer documentation, information and data to ensure compliance with regulatory requirements, internal policies, and procedures. The role focuses on remediating existing client files to meet current KYC standards. The Specialist acts as the first line of defense (&ldquo;maker&rdquo;) in the KYC process by preparing and updating client profiles for quality review and approval.
Key Accountabilities
Remediation
<ul><li>Collect, review, and validate customer identification documents, beneficial ownership structures, and other due diligence information to ensure KYC documents meet regulatory and internal policy standards</li><li>
Examine existing customer profiles to identify missing or outdated information.</li><li>
Ensuring that the profiles of customers and suppliers are matching with that of the client.</li><li>
Assessing whether the expected turnover is matching with the nature of business.</li><li>
Assessing whether customer&rsquo;s trading activities require a physical office/warehouse etc.
</li><li>Accurately capture and input client data into KYC systems/core banking system.</li></ul>
Due Diligence &amp; Screening
<ul><li>Perform name screening (including customer&rsquo;s customer and suppliers) and validate customer data against reliable sources, including public domain and internal systems. Document all screening results, actions taken, and decisions made during the remediation process.</li><li>
Escalate potential matches or red flags to the checker in line with escalation protocols.</li><li>
Identify gaps or deficiencies in documentation and follow up with relevant stakeholders for resolution.</li></ul>
Quality &amp; Compliance Standards
<ul><li>Ensure client files are completed within agreed service-level timelines.</li><li>
Adhere strictly to internal procedures, regulatory requirements (AML, CFT, FATCA/CRS, sanctions), and KYC standards.</li><li>
Support timely remediation of deficiencies identified during internal quality checks.</li></ul>
Collaboration &amp; Reporting
<ul><li>Work closely with Relationship Managers, Compliance Officers, and Operations staff to obtain required information.</li><li>
Provide regular updates on case status, remediation progress, and challenges.</li><li>
Maintain accurate audit trails and documentation in line with policy.</li></ul>
Requirements<ul><li>
Education: Bachelor&rsquo;s degree in finance, Business, Law, or a related field.</li><li>
Experience: 1&ndash;3 years of experience in KYC, client onboarding, compliance operations, sanction screening, or related financial services role (Experience with regulatory remediation projects is a plus.)</li><li>
Knowledge:
</li><li>Understanding of AML/CFT regulations, sanctions, and KYC requirements.</li><li>
Familiarity with beneficial ownership structures, corporate documents, and customer due diligence (CDD/EDD) processes.</li><li>
Awareness of FATCA/CRS reporting requirements (preferred).</li></ul>
Key Competencies<ul><li>
Strong attention to detail and accuracy in data handling.</li><li>
Analytical mindset with the ability to identify inconsistencies or risks.</li><li>
Ability to work under tight deadlines and manage multiple cases simultaneously.</li><li>
Good communication skills to liaise with internal stakeholders and request missing information.</li><li>
Proficiency with MS Office and KYC/AML tools</li><li>
High integrity and commitment to regulatory compliance and ethical standards.</li></ul></div>

KYC Remediation Specialist

Dicetek LLC

<div>
 
 Job Purpose
 
 
 
 The KYC Remediation Specialist is responsible for the accurate collection, review, and validation of customer documentation, information and data to ensure compliance with regulatory requirements, internal policies, and procedures. The role focuses on remediating existing client files to meet current KYC standards. The Specialist acts as the first line of defense (&ldquo;maker&rdquo;) in the KYC process by preparing and updating client profiles for quality review and approval.
 
 
 
 Key Accountabilities
 
 
 
 
 Remediation
 
 
 
 <ul>
 <li>
 Collect, review, and validate customer identification documents, beneficial ownership structures, and other due diligence information to ensure KYC documents meet regulatory and internal policy standards
 </li>
 <li>
 Examine existing customer profiles to identify missing or outdated information.
 </li>
 <li>
 Ensuring that the profiles of customers and suppliers are matching with that of the client.
 </li>
 <li>
 Assessing whether the expected turnover is matching with the nature of business.
 </li>
 <li>
 Assessing whether customer&rsquo;s trading activities require a physical office/warehouse etc.
 </li>
 <li>
 Accurately capture and input client data into KYC systems/core banking system.
 
 
 </li>
 </ul>
 
 Due Diligence &amp; Screening
 
 
 
 <ul>
 <li>
 Perform name screening (including customer&rsquo;s customer and suppliers) and validate customer data against reliable sources, including public domain and internal systems. Document all screening results, actions taken, and decisions made during the remediation process.
 </li>
 <li>
 Escalate potential matches or red flags to the checker in line with escalation protocols.
 </li>
 <li>
 Identify gaps or deficiencies in documentation and follow up with relevant stakeholders for resolution.
 
 
 </li>
 </ul>
 
 Quality &amp; Compliance Standards
 
 
 
 <ul>
 <li>
 Ensure client files are completed within agreed service-level timelines.
 </li>
 <li>
 Adhere strictly to internal procedures, regulatory requirements (AML, CFT, FATCA/CRS, sanctions), and KYC standards.
 </li>
 <li>
 Support timely remediation of deficiencies identified during internal quality checks.
 
 
 </li>
 </ul>
 
 Collaboration &amp; Reporting
 
 
 
 <ul>
 <li>
 Work closely with Relationship Managers, Compliance Officers, and Operations staff to obtain required information.
 </li>
 <li>
 Provide regular updates on case status, remediation progress, and challenges.
 </li>
 <li>
 Maintain accurate audit trails and documentation in line with policy.
 
 
 </li>
 </ul>
 
 Requirements
 
 
 
 <ul>
 <li>
 Education: Bachelor&rsquo;s degree in finance, Business, Law, or a related field.
 </li>
 <li>
 Experience: 1&ndash;3 years of experience in KYC, client onboarding, compliance operations, sanction screening, or related financial services role (Experience with regulatory remediation projects is a plus.)
 </li>
 <li>
 Knowledge:
 </li>
 <li>
 Understanding of AML/CFT regulations, sanctions, and KYC requirements.
 </li>
 <li>
 Familiarity with beneficial ownership structures, corporate documents, and customer due diligence (CDD/EDD) processes.
 </li>
 <li>
 Awareness of FATCA/CRS reporting requirements (preferred).
 
 
 </li>
 </ul>
 
 Key Competencies
 
 
 
 <ul>
 <li>
 Strong attention to detail and accuracy in data handling.
 </li>
 <li>
 Analytical mindset with the ability to identify inconsistencies or risks.
 </li>
 <li>
 Ability to work under tight deadlines and manage multiple cases simultaneously.
 </li>
 <li>
 Good communication skills to liaise with internal stakeholders and request missing information.
 </li>
 <li>
 Proficiency with MS Office and KYC/AML tools
 </li>
 <li>
 High integrity and commitment to regulatory compliance and ethical standards.
 </li>
 </ul>
</div>

Purelogics

We are looking for an experienced Recruitment Growth Specialist to join our on-site team in Lahore. This role focuses on business development, client onboarding, and U.S. recruitment operations. You&rsquo;ll be responsible for acquiring new clients, understanding hiring needs, and collaborating with internal sourcing teams to deliver top-tier talent. You will be responsible for identifying new business opportunities, managing client relationships, and client retention.Responsibilities<ul><li>Drive business development by targeting U.S.-based clients seeking recruitment and staffing services.</li><li>Lead end-to-end client onboarding, ensuring seamless communication between clients and delivery teams.</li><li>Conduct discovery calls and propose customized recruitment solutions.</li><li>Collaborate with internal teams to manage full-cycle recruitment across various industries.</li><li>Maintain and grow a pipeline of prospective clients through outbound efforts and relationship-building.</li><li>Negotiate contracts and terms with new clients in coordination with senior leadership.</li><li>Monitor hiring trends in the U.S. market and incorporate best practices into recruitment strategies.</li><li>Stay updated with global hiring trends, market shifts, and recruitment best practices.</li></ul>Requirements<ul><li>Hands-on experience in recruitment and business development.</li><li>Proven track record in onboarding and managing U.S. staffing clients.</li><li>In-depth understanding of U.S. recruitment processes, tools, and client expectations.</li><li>Excellent interpersonal, negotiation, and communication skills.</li><li>Familiarity with ATS/CRM tools, sourcing platforms, and sales pipelines.</li><li>Ability to thrive in a fast-paced, performance-driven environment.</li></ul>Qualifications:<ul><li>Experience working with offshore/nearshore talent delivery models.</li><li>Strong network of U.S. hiring managers, MSPs, or VMS partners.</li><li>Background in both technical and non-technical recruitment verticals.</li></ul>Experience<ul><li>Min 1-3 Years</li></ul>Timings<ul><li>5 to 2am (onsite)</li></ul>About Us:PureLogics is a full services technology company with having presence in the USA, UAE, and in Lahore. Over the past 18+ years, we have matured from a narrowly-focused five-person team to a well-established technology hub with around employees. We&rsquo;re CMMI Level 2 and ISO Certified company and highly acclaimed AWS consulting partners.The success of our business mainly lies in building a team of A-players, who work together and build together, and who crave perfection in everything they produce for our elite clients. We offer the opportunity to young and enthusiastic individuals that are eager to take on tough challenges under our mentorship toward a bright future.What are we offering?<ul><li>Health Insurance</li><li>Provident Fund</li><li>Annual Paid Leaves</li><li>Compensation Plans</li><li>Paid Certifications &amp; Training</li><li>Car Finance Program</li><li>Bike Finance Program</li><li>Child Education Program</li><li>Two Annual Trips</li><li>Stars Of the Month Rewards</li><li>Quarterly Meetups</li><li>Referral Bonuses</li><li>Birthday &amp; Eid Gifts</li></ul>Job Type: Full-timePay: Rs70,000.00 - Rs120,000.00 per monthWork Location: On the road

International Recruitment Growth Specialist

Al Etihad Payments

<div>
 
 
 |Technical Support Specialist &ndash; Open Finance
 
 
 
 Al Etihad Payments empowers employees to work in an environment that best promotes their productivity and well-being, while providing high-quality workplace and fantastic professional experience.
 
 
 
 
 
 
 
 
 
 |Get to Know Us
 
 
 
 Al Etihad Payments is the UAE&rsquo;s designated retail payments entity, dedicated to developing and operating world-class infrastructure, standards, and solutions for the UAE Economy. Al Etihad Payments is a subsidiary of the Central Bank of the UAE, strongly supported by the UAE Government.
 
 
 Our employees are committed to work with licensed financial institutions and other payment service providers to foster innovation and deliver excellent financial services to all in the UAE, efficiently and without friction.
 
 
 Al Etihad Payments supports the government&rsquo;s objectives of a cashless society, national digitization, and the Central Bank of the UAE objective of being a top ten central bank globally.
 
 
 
 
 
 
 |Our Culture
 
 
 
 We are a collaborative, diverse and passionate group of individuals that works as one team. We support one another, make impactful contributions to the organization, and develop and nurture meaningful connections across the payment&rsquo;s ecosyste
 
 m
 
 !
 
 
 
 
 
 
 |About the role
 
 
 
 The Customer Success Manager will act as the primary liaison between our technical teams and key external stakeholders, supporting Third Party Providers (TPPs) and Licensed Financial Institutions (LFIs) as they integrate with our Open Finance platform
 
 
 This role involves resolving integration challenges, coordinating with suppliers, and providing hands-on support to ensure a smooth onboarding experience. A strong understanding of the UAE banking ecosystem, a passion for technology, and the ability to communicate technical concepts clearly are essential for success
 
 
 
 
 
 
 |What You&rsquo;ll Do
 
 
 <ul>
 <li>
 
 Platform Understanding
 
 : Develop a deep understanding of the Open Finance platform and its underlying technologies
 </li>
 <li>
 
 Client Onboarding &amp; Integration Support
 
 : Serve as the primary point of contact for TPPs and LFIs throughout integration and post-launch, guiding them step-by-step through the Open Finance onboarding journey in alignment with their goals and timelines
 </li>
 <li>
 
 Proactive Customer Success Management
 
 : Anticipate client needs, identify potential roadblocks, and take a solutions-focused approach to ensure client satisfaction during onboarding and early adoption
 </li>
 <li>
 
 Training &amp; Enablement
 
 : Deliver client-facing training sessions, technical workshops, and platform walkthroughs to empower users and internal stakeholders with the knowledge needed to succeed
 </li>
 <li>
 
 Technical Support &amp; Issue Resolution
 
 : Respond to service desk queries, and collaborate with product, tech, and compliance teams to resolve platform-related challenges quickly and effectively
 </li>
 <li>
 
 Cross-Functional Collaboration
 
 : Work closely with technical, product and compliance teams to deliver unified client experience and resolve integration or platform-related issues effectively
 </li>
 <li>
 
 Continuous Improvement &amp; Feedback
 
 Loop: Gather and synthesize feedback from clients to drive platform enhancements, improve service delivery, and inform the product roadmap
 </li>
 <li>
 
 Documentation &amp; Resource Development: Create and maintain clear onboarding materials, user guides, FAQs, and internal handbooks to support a wide range of client profiles
 
 </li>
 </ul>
 
 
 
 
 
 |Minimum Qualificat
 
 i
 
 ons
 
 : Bachelor&rsquo;s Degree
 
 
 
 
 
 
 |Technical and Behavioral Skills
 
 
 <ul>
 <li>
 
 Experience &amp; Background
 
 : Prior experience in client onboarding, customer success, sales support, or technical support within the financial services or tech sector
 </li>
 <li>
 
 Organizational Agility
 
 : Ability to manage multiple client engagements, prioritize tasks efficiently, and work in a fast-paced, cross-functional environment
 </li>
 <li>
 
 Client-Centric Communication
 
 : Strong verbal and written English communication skills, with the ability to translate technical concepts into client-friendly language
 </li>
 <li>
 
 Technical Profic
 
 i
 
 ency
 
 : Familiarity with digital platforms, APIs, and financial technology systems is a strong plus. Ability to troubleshoot and escalate client issues effectively
 </li>
 <li>
 
 Problem-Solving Mindset
 
 : Analytical and proactive approach to resolving client challenges, with a focus on relationship-building and long-term client success
 </li>
 <li>
 
 Collaborative Attitude: Team-oriented mindset with a passion for delivering exceptional client experiences and contributing to a culture of continuous improvement
 
 </li>
 </ul>
 
 
 
 
 
 |Preferred Qualifications
 
 
 
 Preferably Bilingual (speaks English and Arabic fluently)
 
 
 
 
 
 
 |What you can expect from us
 
 
 <ul>
 <li>
 Modern work environment with level of flexibility.
 </li>
 <li>
 Dynamic and motivated team of colleagues working towards achieving UAE National Objectives.
 </li>
 <li>
 Competitive compensation package, including annual bonus and additional benefits like child educational allowance and annual flight tickets (where eligible).
 </li>
 <li>
 Comprehensive health insurance coverage.
 </li>
 </ul>
</div>

Technical Support   Specialist – Open Finance

<div>Onboarding (High Risk Clients)<ul><li>
Conduct enhanced due diligence (EDD) for high-risk client onboarding.</li><li>
Review KYC documentation to ensure compliance with regulatory standards.</li><li>
Identify, assess, and escalate potential financial crime risks.</li><li>
Liaise with Relationship Managers and Compliance teams to resolve gaps.</li><li>
Perform risk profiling and ensure adherence to AML/CFT requirements.</li><li>
Maintain accurate records and audit-ready documentation.</li><li>
Support implementation of internal policies and regulatory guidelines.</li><li>
Contribute to process improvements in client onboarding and monitoring.</li></ul></div>

AML Analyst - Onboarding (High Risk Clients)

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