Manager of Onboarding Initiatives
4 days ago
The Onboarding Manager will be responsible for overseeing the onboarding process of new clients, including Contracting, Operational Readiness, and Custody account setup. This individual will work closely with internal stakeholders to ensure smooth onboarding operations and maintain accurate records and reports on onboarding progress.
Key Performance Indicators (KPIs):- Successfully onboard 90% of new clients within the designated timeframe
- Maintain a high level of client satisfaction through regular communication and follow-up
- Meet or exceed all onboarding targets and KPIs
Required Skills and Qualifications:
- Bachelor's degree in Business Administration or a related field
- Minimum 5 years of experience in onboarding or a related field
- Excellent communication, organizational, and leadership skills
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Onboarding Manager
3 weeks ago
Makati City, National Capital Region, Philippines Nityo Infotech Services Philippines Inc. Full timeResponsible for three types of onboarding work streams: Client Onboarding (COB), Manager Onboarding (MOB) and Funds Onboarding (FOB). COB deals with coordinating and project managing the onboarding of prospective clients to receive fiduciary management services. The main stages of the onboarding include Contracting – coordinating the terms and signing the...
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Onboarding Manager
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Makati City, National Capital Region, Philippines Nityo Infotech Services Philippines Inc. Full timeResponsible for three types of onboarding work streams: Client Onboarding (COB), Manager Onboarding (MOB) and Funds Onboarding (FOB). COB deals with coordinating and project managing the onboarding of prospective clients to receive fiduciary management services. The main stages of the onboarding include Contracting – coordinating the terms and signing the...
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