Senior Client Onboarding Specialist

Position: Senior Onboarding and Client Success Analyst

Location: Eastwood, Libis, Quezon City

Work setup & shift: Hybrid, Day shift

Responsibilities

We are looking for a Senior Onboarding & Client Success Analyst within the operations team. This role is ideal for someone with strong onboarding and client‑facing experience in financial services who is comfortable taking initiative, managing onboarding, and ensuring core processes are executed accurately and on time. While this role is focused on client onboarding, data hygiene, and general client communications will also be part of the functions completed as you get more comfortable with how we operate.

• Responsible for end‑to‑end client onboarding, including AML/KYC reviews and investor accreditation checks.
• Responsible for Financial Adviser onboarding, including ensuring that key agreements are signed and due diligence is completed.
• Proactively identify and impro...