New Business Onboarding Specialist

3 days ago


Manila, National Capital Region, Philippines beBeeOpportunity Full time ₱600,000 - ₱1,200,000
Business Opportunity Overview

The primary responsibility of this position involves providing a seamless onboarding experience to new and existing clients, while ensuring compliance with professional and ethical standards.

Key Responsibilities:
  • Offer comprehensive support to the organization in various aspects of client onboarding, including registration and matter management.
  • Diligently review client and matter information to identify potential conflicts of interest and ensure accurate records are maintained.
  • Conduct thorough investigations into prospective clients using online databases and other research tools to facilitate risk assessment.
  • Collaborate with team members to identify solutions for process improvements and implement changes as necessary.
Requirements and Qualifications:
  • A bachelor's degree or equivalent experience in a related field.
  • Excellent communication and interpersonal skills, with the ability to work effectively with colleagues and stakeholders.
  • Proficiency in MS Office applications, including PowerPoint, Word, Excel, and online research tools.
  • Able to make sound decisions and recommendations with support from team members and management.
Skills and Abilities:
  • Problem-solving and critical thinking skills.
  • Strong organizational and time management skills, with the ability to prioritize tasks efficiently.
  • Flexibility to adapt to changing priorities and deadlines.
Employment Details:
  • Full-time employment opportunity.
  • Entry-level position.


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