Client Onboarding Coordinator, Contract Client Onboarding Coordinator, Contract …

Resource Solutions.
in Hong Kong
Contract, Full time
Last application, 16 Apr 21
Resource Solutions.
in Hong Kong
Contract, Full time
Last application, 16 Apr 21
See job description

Position Purpose

Our Tier One Corporate and Investment Banking client is recruiting for a Client Onboarding Coordinator on a contract basis.

This is a newly created position with a primary focus to oversee the client onboarding journey, act as the point of contact for any onboarding related matters, and to coordinate all internal processes with involved teams and departments, to integrate a business into our Client.

Client Onboarding Coordinator Objectives:

  • Orchestrate the full client onboarding process, including the deployment and monitoring of each internal teams’ SLA
  • Ensure efficient client E2E onboarding experiences and enable clients to trade within the agreed time-frame
  • Act as the point of contact for client on all onboarding related matters (such as, document collection, client queries, account set up, and pre/post trade issue resolution)
  • Act as a correspondent between the client, business, and internal functions

Roles & Responsibilities:

  • Orchestrate full, end to end onboarding process
  • Understand the purpose of each client onboarding request from RM (i.e. type of product, activities, transaction structure, etc.)
  • Define the “onboarding specification” (i.e. how the client should be setup, the KYC requirement, Regulatory requirement, Legal & Credit requirement)
  • Taking in the business priority preferences, manage the transversal onboarding pipeline based on the capacity of all involved departments (KYC, Legal, Credit, Compliance)
  • Deliver “Onboarding Induction” to client, including internal contact details and the list of document required from client (covering KYC requirement, Regulatory requirement, Legal & Credit requirement)
  • Coordinate all operations / connectivity setup (i.e. MarkitWare, CTM, SSI, e platform, etc.)
  • Ensure client receive the highest standard onboarding experience
  • The dedicated correspondent between client, business, and internal functions (SPOC)
  • Handhold the client throughout the onboarding journey
  • Collection of all required onboarding documentation from clients
  • Effectively communicate the onboarding status to clients and internal stakeholders
  • Empowered to oversee the element of operational level agreement internally
  • Pre-empt onboarding process for any blocks and/or add-on work, and escalate as necessary
  • Handle onboarding related inquiry quickly and professionally to reduce any delay and/or loss of business
  • Efficient & effective coordination with all internal teams
  • Ensure client needs are known and understood by all teams involved, such as Data Officer, Legal, Credit, Electronic Platform support, Operations, etc.
  • Oversee internal functions involved with the onboarding process and ensure defined KPIs are met
  • Coordinate prioritization of multi-site and cross-border onboarding and related matters amongst E2E Coordinator teams around the globe
  • Maintain and report information on onboarding services and quality provided to clients
  • Contribute to pipeline management and status tracker
  • Continually seek ways to improve the end-to-end process and journey by leveraging on client feedback

Contributing Responsibilities

  • Contribute to the Permanent Control framework
  • Contribute to good quality client data
  • Ability to interpret and articulate the guidelines provided by the Group Policies and Procedures to govern the KYC/AML onboarding process


  • Minimum two years of experience in any of the following areas preferred: Client Onboarding, KYC / AML new account onboarding, Recertification / QDD specialist, KYC Advisory, Compliance, Financial Markets Regulator
  • General understanding of relevant legal agreements (ISDA/CSA, GMRA, MSFTA, Side Letters, NDA’s, ETSA, Options Agreements etc.) is a plus
  • Able to work independently and to work collaboratively across functions and regions
  • Highly motivated to enhance client experiences
  • Demonstrates strong communication skills (face-to-face, verbal, and written)
  • Able to organize, evaluate and assess information in order to make recommendations and to escalate when necessary
  • Excellent interpersonal skills
  • Self-motivated and attentive in ensuring quality
  • Able to work under pressure and tight deadlines
  • Demonstrates effective organization and time management skills
  • Excellent analytical and problem solving skills (Project management experience is a plus)
  • Fluent in English (Chinese Mandarin, French, or any other Asian language is a plus)
  • Able to suggest and implement innovative solutions to existing and future issues
  • Proficient with Microsoft Excel and PowerPoint
  • History of achievements in similar previous roles


About Our Client

Our client is a prestigious international bank with a long history of providing corporate banking solutions to businesses and to large local companies, financial institutions and multinationals. We look for talented, tenacious individuals who are hungry to progress and eager to grow their knowledge.


Values and Diversity

Dynamic working gives everyone at our client the opportunity to integrate professional and personal lives, if you have a need for flexibility then please discuss this with the hiring manager. They are an equal opportunity employer and are opposed to discrimination on any grounds. It is the policy of our client to ensure equal employment opportunity without discrimination or harassment on the basis of race, colour, creed, religion, national origin, alienage or citizenship status, age, sex, sexual orientation, gender identity or expression, marital or domestic/civil partnership status, disability, veteran status, genetic information, or any other basis protected by law.

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