Deskripsi Pekerjaan
Are you a detail-oriented professional with a passion for the financial markets? Infinit-O is seeking a highly motivated Client Onboarding Specialist to join our elite investment support team. In this pivotal role, you will act as the bridge between our firm and our valued clients, ensuring a seamless and efficient transition for new accounts.
As part of our remote-first, night-shift operations, you will manage complex documentation, coordinate large-scale account events, and facilitate communication across internal departments and external stakeholders. This position offers a unique opportunity to grow your career within the global investment services sector, backed by the stability and professional culture of Infinit-O. If you thrive in a fast-paced, international environment and possess exceptional organizational skills, we want to hear from you.
Tanggung Jawab
- Manage the end-to-end onboarding lifecycle for new investment clients, ensuring all regulatory and internal requirements are met.
- Coordinate large account events by liaising effectively between internal investment teams and external stakeholders.
- Verify and process KYC (Know Your Customer) and AML (Anti-Money Laundering) documentation with high precision.
- Maintain accurate client records within our CRM and database systems to ensure data integrity.
- Serve as a primary point of contact for clients during the initial onboarding phase, providing timely updates and support.
- Collaborate with cross-functional teams to resolve onboarding bottlenecks and improve process efficiency.
- Ensure compliance with company policies and global financial service standards at all times.
Kualifikasi
- Bachelor’s degree in Finance, Business Administration, Economics, or a related field.
- Minimum of 2 years of experience in client onboarding, investment operations, or financial services.
- Solid understanding of investment account documentation, KYC, and AML protocols.
- Excellent verbal and written communication skills in English.
- Highly proficient in MS Office Suite (especially Excel) and familiar with CRM software.
- Ability to work the night shift and thrive in a remote-first work environment.
- Strong analytical skills and extreme attention to detail.
- Ability to manage high-volume tasks under strict deadlines.