Client Support Onboarding
Share
Job Location:
Monthly Salary:
Posted on:
11 hours ago
Vacancies:
1 Vacancy
Job Summary
About the Client:
The client is an asset-first investment platform focused on capital protection and structured asset allocation. Through a Bucket Model investors participate in stable assets that form a protective base from which capital is allocated to startups entrepreneurs and operational projects. The client emphasizes sustainable growth disciplined asset structuring and long-term value creation.
About the Role:
The Client Support / Onboarding professional is responsible for ensuring a smooth onboarding experience for clients and investors. This role supports operational execution by managing documentation coordinating onboarding steps and serving as a key point of contact during early-stage client engagement.
Key Responsibilities:
- Manage client and investor onboarding processes
- Collect review and organize required documentation
- Coordinate onboarding steps with internal operational teams
- Provide operational follow-up and status updates
- Ensure onboarding records are complete and properly maintained
Qualifications:
- Experience in client support onboarding or administrative roles
- Strong organizational and follow-up skills
- Clear written and verbal communication
- Attention to detail and ability to manage multiple onboarding cases
- Comfort working in a structured process-driven environment
Key Skills
- Customer Service
- Client Expectations
- Client Requirements
- Client Support
- Action Plans
- Issue Resolution
- Account Management
- Client Relationships
- Service Delivery
- Client Service
- Client Satisfaction
- Client Management
- Procedures
- Service Level Agreements
- New Clients
