The Client Management Coordinator will act as the primary point of contact for new client onboarding, guiding each account from initiation through completion while maintaining regulatory standards and operational excellence. This role partners with business units, compliance, legal, and operations teams to ensure a smooth, transparent, and client‑focused onboarding journey.
Guide and support new client onboarding from initiation to completion, ensuring accuracy and efficiency.
Serve as the main liaison between clients, business stakeholders, and internal teams (operations, compliance, legal).
Oversee onboarding requests to confirm alignment with internal policies and external regulatory requirements, including CDD.
Provide weekly status updates to stakeholders, highlighting progress, required actions, and potential blockers.
Collaborate with the business to prioritize onboarding requests based on strategic importance and urgency.
Represent the Client Management organization in all onboarding, CDD, and account‑setup matters.
Champion standardization and continuous improvement initiatives to enhance the client onboarding experience.
Manage escalations and resolve issues promptly to maintain service quality.
Maintain accurate documentation and records for each onboarding project.
Utilize Microsoft Office and CRM/workflow tools to track and report onboarding metrics.
Experience in client onboarding, client services, or project coordination within a regulated industry.
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Strong understanding of KYC, CDD, and related regulatory compliance requirements.
Excellent communication and interpersonal skills with a proven ability to build cross‑functional relationships.
Highly organized with meticulous attention to detail and the ability to juggle multiple priorities.
Critical thinking and problem‑solving abilities, including effective escalation management.
Proficiency with Microsoft Office Suite; familiarity with workflow or CRM systems is a plus.
Customer‑centric mindset with a passion for delivering high‑quality service.
Collaborative team player who can also work independently and take initiative.
Proactive attitude with a drive to identify and implement process improvements.
Bachelor’s degree or equivalent experience in finance, business, or a related field.
