Job Description

Client Onboarding

• Manage end-to-end onboarding process for new clients.
• Act as primary point of contact for remisier or dealer during the onboarding process, provide support and guidance as needed.

Data Integrity Oversight

• To cross-check and verify data entered by Data Entry Specialists for accuracy and completeness.
• Conduct regular audit to ensure that client information and transactions are accurately recorded and comply with regulatory standard.

Strategic Planning and Coordination

• Collaborate with senior executives to define and execute strategic initiatives, ensuring alignment with execute strategic initiatives, ensuring alignment with organizational goals and industry best practices.

Cross Functional Collaboration

• Liaise with various internal departments, to ensure smooth handover of clients accounts post-onboarding.
• Address and resolve any discrepancies related to client data or documentation.

Team Development

• Foster a culture of continuous improvement, accountability, and high performance within the department.

Compliance and Risk Management

• Stay abreast with industry regulations and compliance requirements, ensuring strict adherence within the department.

Job Requirements

• Candidate must possess at least Bachelor Degree in Business Administration, Finance or related field.
• 3 years of experience in client onboarding, data entry, or related roles within the financial service industry.
• Proficient using onboarding software and CRM system.
• Strong understanding of stockbroking operations, regulatory frameworks and industry best practices.
• Excellent communication, organizational and problem-solving skills.