Client Onboarding Executive
New
S
SleekCorporate services
Based in the PhilippinesFull-TimeMiddle
Salary not disclosed
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Job Details
- Required Skills
- Google WorkspaceProcess improvement
Requirements
- Hold a recognised degree or diploma in Business Administration or equivalent.
- Have hands-on experience with Google Workspace, Microsoft applications, and productivity software.
- Client-facing experience handling sensitive information and complex client matters is ideal.
- A good understanding of Singapore regulatory compliance, including ACRA and AML/CFT, is highly preferred.
- Be self-motivated, proactive, highly organised, and detail-oriented.
- Be able to work in a fast-paced, technology-driven environment.
- Demonstrate interpersonal and communication skills to support entrepreneurs.
Responsibilities
- Own the end-to-end onboarding journey for new clients.
- Maintain accuracy in client billings and statutory filings and follow Sleek’s Terms & Conditions.
- Process client onboarding promptly and inform clients about roadblocks or additional information needed.
- Apply ACRA regulations, the Companies Act 1967, and AML/CFT policies during onboarding.
- Organise daily tasks and follow SOPs and onboarding processes while maintaining client confidentiality.
- Use automation and AI tools to streamline manual tasks.
- Act as a primary point of contact for client queries and escalate complex matters when necessary.
- Collaborate with Compliance, Corporate Secretary, and Sales teams.
- Provide feedback to management to help refine and simplify processes.
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