Client Onboarding Specialist (1-year contract)

Client Onboarding Specialist (1-year contract)

Kelly Services Hong Kong Ltd
Hong Kong
2-4 years
25000 - 30000 HKD

Job Description


Job Description :
Our client is an US based Banking corporation provides a full range of banking products for business and personal needs is seeking for aClient Onboarding Specialistto support their daily operations.
On a daily basis, the Client Onboarding Specialist will be responsible for:
- Managing the Client onboarding experience, expectations and communications, ensuring transparency throughout the entire onboarding process both internally (RM, Operations, BSU, ASU, TTS, etc.) and externally to the client.
- Developing a Client journey that is reliable, repeatable and fast, being the driving force for improvements.
- Being the single point of contact for internal partners and the Client: interacting with key teams to identify and remove bottlenecks.
Oversight and coordination of all onboarding activities, including:
- Liaising with the client; providing support and guidance throughout the documentation/form completion process to ensure quality and completeness.
- Collecting Client information required to complete Account Opening process, Know Your Customer (KYC) and Citi’s channel access (Online Banking; etc.); liaising with internal teams as necessary to expedite.
- Reviewing and checking for completeness of Client’s information and supporting documentation before submitting the case to internal business partners for processing.
- Coordinating and monitoring the Client onboarding to the point the cash account is open and channels access has been provided.
- Ensuring the Client is able to successfully activate accounts and trained to the tools required for channel access.
- Ensuring accurate and timely tracking of end to end Turn Around Time (TAT) and managing to agreed targets/SLAs.
- Managing the onboarding process and assisting the team in implementing Onboarding related projects.
- Ensuring Global and local compliance with all appropriate regulations, controls, banking and data privacy standards.
Skills:
- In-depth knowledge of the Client Onboarding processes (Account opening/ KYC)
- Superlative written and verbal communication skills; fluent in English and Cantonese, Mandarin a definite advantage
- Multi-tasking and strong operational and process/procedural skills
- Understanding of Compliance and Regulatory influences within the Client onboarding process
- Excellent team player who is Client service oriented and creative
- Strong PC skills: MS Office
Requirements:
- Educated to degree level or equivalent
- Relevant working experience of 2 to 4 years - with background in financial services industry (Commercial Banking related experience is an advantage)
- Strong interpersonal, influencing and presentation skills
- Business focused with records of successful accomplishment in providing consistently outstanding customer service
- Demonstrated strong problem-solving and decision-making skills
- Highly motivated and prepared to accept challenges

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