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Pune, Maharashtra, India permanent
SQLPower BIJiraConfluenceProject ManagementUser Acceptance TestingNon-Regression TestingDefect ManagementCross-functional Collaboration

Founded and headquartered in Switzerland, Avaloq is continuously expanding its global footprint with around 2,500 colleagues in 12 countries, and more than 170 clients in 35 countries. We are an indus...

February 5, 2026 View Details
Dallas, TX, United States Hybrid permanent
Client Relationship ManagementFund OperationsFinancial ReportingInvestor CommunicationsCarried Interest CalculationsFinancial AnalysisCompliance File ReviewTax ManagementProcess ImprovementTeam Training

We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide.  We employ a glo...

February 2, 2026 View Details
New York, NY, United States Hybrid permanent
LeadershipClient Relationship ManagementFinancial ReportingFund OperationsFinancial ModelingAudit ManagementTax ManagementProcess ImprovementESG AwarenessTechnology ProficiencyCommunication Skills

We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide.  We employ a glo...

February 2, 2026 View Details
Chicago, IL, United States Hybrid permanent
LeadershipClient Relationship ManagementFinancial ReportingFund OperationsFinancial AnalysisTax ManagementAudit ManagementProcess ImprovementHR Benefits

We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide.  We employ a glo...

February 2, 2026 View Details
Singapore, , Singapore permanent
Project ManagementCoordinationClient RelationshipAdministration AgreementsSystems ExpertiseTeam CollaborationCommunicationCustomer ServiceComplianceChecklists

MUFG Investor Services is a trusted partner to many of the world’s largest public and private funds, providing asset servicing and operational solutions built for alternatives. With over $1 trillion i...

June 5, 2025 View Details
Dublin, County Dublin, Ireland permanent
Client RelationsProject ManagementOnboardingAdministration AgreementsInternal SystemsBank Relationship ManagementCustomer ServiceComplianceChecklistsAd Hoc Duties

Experience something Brilliantly Different with a career with MUFG Investor Services.    Who are we? In a nutshell, MUFG Investor Services is part of the Mitsubishi UFJ Financial Group...

November 27, 2025 View Details
Toronto, ON, Canada permanent
Client Relationship ManagementProject ManagementOnboarding ProcessAdministrative ProcessesInternal Control ConceptsInterdepartmental CoordinationCustomer ServiceFinancial AccountingComplianceAd-hoc Development

Experience something Brilliantly Different with a career with MUFG Investor Services.    Who are we? In a nutshell, MUFG Investor Services is part of the Mitsubishi UFJ Financial Group...

December 31, 2025 View Details
United States permanent
Cloud PlatformsDatabasesDevOpsCustomer ServiceTrainingMetricsReportingAccessibility DesignSite Champions

About Knowtex Knowtex is building the future of voice AI operating systems for clinicians, transforming how healthcare documentation happens at the point of care. Founded by Stanford AI scientists wi...

February 5, 2026 View Details
Almaty, KAZAKHSTAN, Kazakhstan permanent
Client ServicesStrategic PlanningLicensingComplianceRegulatory KnowledgeRisk ManagementConsultation ManagementCross-Functional CoordinationProject ManagementClient Relationship Management

Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, de...

January 29, 2026 View Details
Remote (Niwot Office) Remote permanent
Customer ServiceSalesCommunicationProject ManagementTechnology ProficiencyProblem SolvingLearning Agility

About Mogli Mogli Technologies delivers a native Salesforce application for SMS and WhatsApp communications to global education organizations and nonprofits, along with extreme growth of clients in c...

February 4, 2026 View Details
Tokyo, Japan (Tokyo Office) permanent
Project ManagementClient OnboardingCybersecurityThreat IntelligenceProduct ImplementationSaaSCustomer SuccessAnalytical ThinkingProblem-SolvingCommunication

With 1,000+ intelligence professionals serving over 1,900 clients worldwide, Recorded Future is the world’s most advanced, and largest, intelligence company! As a Technical Project Manager, Client On...

February 3, 2026 View Details
LONDON, London, City of Hybrid permanent
Customer ServiceRegulatory ComplianceAMLDue DiligenceKYCRisk AssessmentProcess ImprovementDocumentationCollaborationIndustry Knowledge

This is a Maternity Leave Cover (FTC) Aim and purpose of the role:  ●       Providing crucial support to Investment Managers / Account Executives (Associates) and managing the end-to-end operational...

February 5, 2026 View Details

Client Onboarding & Operations Specialist

Axicorpfinancialservicesptyltd

Limassol, Cyprus (Cyprus) permanent
Client OnboardingOperationsComplianceCySECKYCEDDAMLRegulatoryAccount ProcessingClient SupportRisk ManagementCommunication

Please note that we will only be able to accept candidates who have the appropriate rights and documentation for employment in Cyprus. Who we are Axi is a leading global provider of margin and deliv...

January 12, 2026 View Details
Tokyo, Japan (Tokyo Office) permanent
CybersecurityInformation SecurityThreat IntelligenceProject ManagementAccount ManagementPMPSecurity+CommunicationAnalytical SkillsProblem Solving

With 1,000+ intelligence professionals serving over 1,900 clients worldwide, Recorded Future is the world’s most advanced, and largest, intelligence company! As a Technical Project Manager, Client On...

January 30, 2026 View Details
Philippines Remote permanent
Client OnboardingTraining and SupportClient DemosAccount ManagementReporting and AnalysisCustomer ServiceContinuous Improvement

We seek a dynamic and detail-oriented Client Onboarding and LMS Specialist to join the team. This role is integral in ensuring a seamless onboarding experience for new clients onto the Learning Manage...

October 28, 2024 View Details
Manchester, Greater Manchester Hybrid permanent
Customer ServiceCommunicationTrainingTechnical SupportProblem SolvingAccount ManagementComplianceImplementationRetention

About MirrorWeb  MirrorWeb is an intelligent communications supervision platform built for regulated financial services firms that need to scale supervision safely, defensibly and without operational...

January 30, 2026 View Details
Austin, Texas Hybrid permanent
Customer ServiceTraining DeliveryPlatform ImplementationTechnical TroubleshootingRegulatory ComplianceProject ManagementCommunicationCustomer AdoptionRisk MitigationAccount Management

About MirrorWeb  MirrorWeb is an intelligent communications supervision platform built for regulated financial services firms that need to scale supervision safely, defensibly and without operational...

January 30, 2026 View Details
Quarry Bay, HK permanent
ComplianceCustomer ServiceKYCAMLCustomer OnboardingFinancial RegulationsRisk AnalysisEnglish FluencyAsian Language ProficiencyTeam Collaboration

Introduction Currenxie is a financial technology company for borderless businesses. Founded in 2014, our Global Account platform offers businesses of all sizes a single finance app for global growth....

January 30, 2026 View Details
Vancouver, British Columbia Hybrid permanent
Customer ServiceFrench ProficiencyTechnical Problem SolvingSaaS ImplementationERP IntegrationCommunication SkillsDocumentationCustomer FeedbackKnowledge Base ManagementCustomer Success

Our Business FISPAN Services Inc. (FISPAN) is an Enterprise SaaS FinTech company that allows banks to deploy embedded financial products and services to create a seamless banking connection for their...

January 30, 2026 View Details
Michigan permanent
AML/KYCCustomer Due DiligenceRisk AssessmentAML CDDUK AML RegulationsU.S. AML/BSAFinCEN RequirementsSanctions ScreeningPEP ScreeningAdverse Media ScreeningCorporate Structure AnalysisSanctions Regimes

We’re seeking a future team member to join our Client Onboarding function. As a Client Onboarding Manager, supporting the onboarding of U.S. corporate lending clients, you’ll play a hands-on role in c...

January 27, 2026 View Details
Remote, Remote, USA Remote permanent
Project ManagementStakeholder CommunicationTimeline DevelopmentCross-Functional CollaborationBusiness Goal AlignmentProject Task AssignmentStakeholder ReportingTeam OrganizationAttention to DetailFast-Paced Environment

Join Vetcove and help modernize the future of veterinary software and the pet parent healthcare experience. Our suite of platforms features a market-leading procurement marketplace, an ultra-modern ho...

December 8, 2025 View Details
Canada Remote permanent
Financial Industry ExperienceTransfer KnowledgeTechnical ProficiencyExceptional CommunicationRegulatory Knowledge

Build something people love Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial service...

January 21, 2026 View Details
Toronto, CA; Chicago, IL (US) permanent
Technical ConsultingCustomer EngagementIntegration ExpertiseProblem SolvingCross-Functional CollaborationProduct ImprovementComplex Problem ManagementStripe Offerings EnhancementImplementation GuidanceStuck User Intervention

Who we are About Stripe Stripe is a financial infrastructure platform for businesses. Millions of companies - from the world’s largest enterprises to the most ambitious startups - use Stripe to acce...

January 20, 2026 View Details
London (GB) Hybrid permanent
Client OnboardingProject ManagementTechnical ExpertiseCommunicationData AnalysisStakeholder ManagementProcess OptimizationRelationship BuildingProblem SolvingEntrepreneurial Mindset

What we do. Electric Car Leasing Why we do it. Greener. Fairer. Future. As a Senior Client Onboarding Executive, you will deliver an exceptional end-to-end Implementation and Onboarding experience f...

October 30, 2025 View Details
Sofia, Bulgaria permanent
Client OnboardingKYCKYBDue DiligenceRisk AssessmentFinancial TechnologiesFintechLegislationCommunicationDecision MakingProblem SolvingTeamwork

Job Responsibilities:: • Perform the due diligence on new customers, requesting the KYB/KYC information, documentation, review and verification of received documentation and making an analytical risk ...

January 27, 2025 View Details
Sofia, Bulgaria permanent
Customer ServiceDue DiligenceKYC/KYBFinancial TechnologyLegislationCommunicationProblem SolvingDecision MakingIndependenceTeamwork

Job Responsibilities:: • Perform the due diligence on new customers, requesting the KYB/KYC information, documentation, review and verification of received documentation and making an analytical risk ...

January 27, 2025 View Details
Miami permanent
Microsoft Office applicationsAbility to multitaskProactive self-starterStrong decision making skillsDetail oriented and accurateStrong accountability skillsExcellent communications skillsAdverse Media dispositioningBanking Sector KnowledgeKnowledge of due diligence tools

Client Onboarding Sr. Analyst Country: United States of America It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand i...

January 20, 2026 View Details
United States (Philippines, South Africa, United States) Remote permanent
Customer ServiceProject ManagementCommunicationPeople-firstOrganizationCreativityResponsibilityExcellenceContinuous ImprovementCuriosity

About TaxValet We’re not just a tax company. We’re an emotions company. We believe that the work we do is a reflection of our higher purpose in life. And if the work isn’t fulfilling and enjoyable, w...

January 20, 2026 View Details
Remote, USA (Remote - USA) Remote permanent
Customer ServiceCommunicationProblem SolvingAnalytical SkillsTeam ManagementDetail-OrientedOrganizedStructuredCustomer-Focused

Twin Health At Twin Health, we empower people to improve and prevent chronic metabolic diseases, like type 2 diabetes and obesity, with a new standard of care. Twin Health is the only company applyin...

January 9, 2026 View Details
Location not specified Remote
EnglishCross-Functional CollaborationCustomer ServiceTraining DeliveryProject ManagementAttention to DetailProcess DevelopmentTime Zone Management

HI I'm Alexis Le Bourgeois Guillemot, Client Onboarding Team Manager at WeTravel. I was born and raised in Argentina and joined WeTravel in March 2023 as an Account Manager. In October 2024, I had th...

December 31, 2025 View Details
Sydney, New South Wales, Australia permanent
Analytical RigorRequirement TranslationData AnalysisUAT CoordinationDefect TriageProcess AnalysisStakeholder Engagement

Role Overview The Client Onboarding Product Analyst plays a vital role in the delivery squad, acting as the primary translator between business needs and technical execution. Reporting to the Client ...

January 30, 2026 View Details
Sydney, New South Wales, Australia permanent
Customer ServiceRegulatory ComplianceAgile MethodologiesBacklog ManagementDocumentationRelease ManagementStakeholder ManagementRisk AnalysisCommunication

Role Overview: The Client Onboarding Product Owner (PO) acts as the critical bridge between Front Office, Compliance, Operations, and Technology squads. Reporting functionally to the Lead Product Own...

January 30, 2026 View Details
Cheshire, United Kingdom Agency contract
Client Onboarding ExperienceStakeholder ManagementStrong CommunicationOrganizational SkillsHigh PressureDeadline ManagementFast-Paced EnvironmentMulti-Project Handling

Pontoon is an employment consultancy, we put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, gen...

December 18, 2025 View Details
New York, NY (New York) Hybrid permanent
PythonAMLKYCAnti Money Laundering (AML)Regulatory RequirementsAML RegulationsUSA PATRIOT ActFinCEN RegulationsOnboarding Experience

About Clear Street: Clear Street is modernizing the brokerage ecosystem. Founded in 2018, Clear Street is a diversified financial services firm replacing the legacy infrastructure used across capital...

December 18, 2025 View Details
Hong Kong Hybrid permanent
Customer ServiceCommunication SkillsProblem SolvingAttention to DetailAML/KYC ProceduresAccount Opening GuidanceRegulatory ComplianceMultitaskingTechnology AdaptationCollaboration

Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the fore...

December 12, 2025 View Details
Tokyo, Japan Hybrid permanent
Customer ServiceProblem-SolvingCommunicationAttention to DetailRegulatory KnowledgeAML/KYC ProceduresAccount Opening GuidanceProblem ResolutionMultitaskingRegulatory Compliance

Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the fore...

December 12, 2025 View Details
Pakistan - Remote (Pakistan) Remote permanent
Customer ServiceBillingInvoicingAccount ManagementData AnalysisReportingRegulations ComplianceCustomer SupportProcess ImprovementInvoice Templates

Who we are: Motive empowers the people who run physical operations with tools to make their work safer, more productive, and more profitable. For the first time ever, safety, operations and finance t...

November 26, 2025 View Details
New York, NY (New York) Hybrid permanent
ReactPythonPostgreSQLDockerCI/CDDatabase ManagementGitLab CIJenkinsAWSFull Stack DevelopmentClient Onboarding

Why Charlie Health? Millions of people across the country are navigating mental health conditions, substance use disorders, and eating disorders, but too often, they’re met with barriers to care. Fro...

November 15, 2025 View Details

Director, Client Onboarding

Kobaltmusicgroup

Nashville permanent
Project ManagementClient serviceData AnalysisExcelMS SQLDataReconciliationCrossFunctionalCollaborationProcessOptimization

The Role Kobalt Music is seeking a Director, Client Onboarding to oversee the onboarding of key clients across the business. This pivotal role ensures that clients move seamlessly through the onboard...

November 3, 2025 View Details
Greenwich, CT permanent
Undergraduate Degree2-5 years of experienceVery good analytical skillsExcellent communication skillsHighly organizedExceptional attention to detailProficient in Excel/SQLProcess-Driven MindsetComfortable in fast-moving environment

About AQR Capital Management AQR is a global investment firm built at the intersection of financial theory and practical application. We strive to deliver concrete, long-term results by looking past ...

October 29, 2025 View Details