Officer - Client Onboarding
OcorianRemotely
financial servicesclient onboardingimanagemicrosoft officeviewpointnavone
Job Description
📋 Description
- Support clients throughout onboarding and lifecycle journey for a smooth experience.
- Build trusted relationships with clients and stakeholders with timely support.
- Review and coordinate due diligence documentation for onboarding readiness.
- Prepare client engagement agreements and support onboarding and incorporation activities.
- Coordinate regulatory and licensing applications, ensuring accurate submissions.
- Maintain high-quality client records and data across teams.
🎯 Requirements
- Experience in financial services, corporate services, client onboarding or related professional
- Understanding of corporate structures, regulatory requirements and lifecycle processes.
- Strong communication and relationship-building skills with clients and colleagues.
- Excellent organisation and attention to detail; manage competing priorities.
- Proficiency in Microsoft Office; experience with iManage, NavOne, Viewpoint or similar.
- Degree, diploma or professional qualification in Law, Management, Finance or related discipline, or
🎁 Benefits
- Competitive salary
- Hybrid work arrangement (please check specifics during interview)
- Private Pension Plan fully paid after probation
- Private medical insurance with Catastrophe cover fully paid
- Employee recognition program and spot bonuses