Onboarding Specialist

Descripción del empleo

About the Role

We are looking for a motivated and detail-oriented Onboarding Specialist to lead client acquisition and ensure a smooth onboarding journey for new clients. In this role, you will present our product offerings to prospective clients, coordinate with internal teams - especially Compliance - to ensure regulatory requirements are met, and provide hands-on support throughout the onboarding process. The ideal candidate has a strong mix of sales, customer service skills, and a good understanding of regulatory processes in the financial services space.

Key Responsibilities

1. Client Acquisition & Relationship Building

• Lead outreach and communication with prospective clients
• Understand client business needs and present tailored product solutions
• Build strong, trust-based relationships to support long-term engagement

2. Onboarding Management

• Manage the full onboarding process from initial contact through to activation
• Guide clients through documentation, account setup, and product familiarization
• Ensure onboarding timelines are met and clients have a smooth experience

3. Internal Coordination & Compliance Support

• Work closely with the Compliance team to ensure all onboarding steps meet regulatory requirements
• Collect and review necessary client documentation (KYC, AML, etc.)
• Follow up on outstanding items and ensure readiness before account activation

4. Product Presentation & Support

• Deliver product overviews and tailored demonstrations based on client needs
• Explain product features clearly and respond to client inquiries during the onboarding phase
• Gather client feedback to help improve sales and onboarding materials

5. Reporting & Process Improvement

• Maintain accurate records of client onboarding progress and communications
• Track key metrics (conversion rates, onboarding duration, client feedback)
• Propose improvements to sales and onboarding workflows

Requirements

• 3+ years of experience in client onboarding or account management - ideally in fintech, banking, or payments.
• Strong communication and presentation skills, with the ability to explain complex topics simply.
• Understanding of KYC/AML requirements and regulatory onboarding processes.
• Client-focused mindset and strong coordination skills across departments.
• Fluent English is required; Russian is strongly preferred; additional languages are a plus.
• Experience using CRM or onboarding management tools is preferred.

Información extra

Status

Activa

Estudios requeridos

E.S.O

Localización

Valencia

Tipo de contrato

Trabajo estudiantes

Publicado el

31-12-2025

Carnet de conducir

No

Vehículo

No

Carta de motivación

No

Idiomas

Español