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Client Onboarding Specialist

hczw
Companyhczw
CategoryCustomer Support
LocationIndia
Remote—
EmploymentNot stated
LevelMid
SalaryNot stated by the employer
Posted21 Jul 2026
Last verified2 Aug 2026
SourceEmployer ATS (oracle)
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Description
Position Overview: The Client Onboarding Specialist supports the onboarding of new clients by ensuring proper customer due diligence (CDD), maintaining accurate client data, and following internal procedures and regulatory requirements. The role also includes supporting and guiding associates to improve service delivery. This role requires: • Proactive and professional management of client queries and outreach • Close coordination with onshore colleagues • Consistent adherence to client onboarding and compliance policies and procedures • Coaching, mentoring, and guiding team members