Client Onboarding Specialist

4 days ago


Taguig, National Capital Region, Philippines Acclime Full time
Job Description

This is a critical role within the Acclime Group, supporting our sales team with key responsibilities including:

  • Providing exceptional client support and ensuring seamless onboarding processes.
  • Acting as the primary point of contact for incoming web inquiries, responding professionally and efficiently.
  • Assessing clients' needs and preparing necessary documentation for the sales team.
  • Collaborating with colleagues across 16 markets to provide fast and streamlined support.
Key Responsibilities:
  • Sales Support: Supporting the sales team in identifying and assessing clients' needs, preparing necessary documents, and qualifying inbound web inquiries.
  • Client Onboarding: Ensuring accurate client information, service type, and target market data are captured and entered into HubSpot correctly.
  • Documentation Review: Reviewing and analyzing documentation for new client accounts, focusing on regulatory compliance.
  • KYC Documentation: Collecting, validating, and verifying Know Your Client (KYC) documentation, maintaining accurate electronic client records.
Qualifications:
  • Bachelor's degree in a related field or equivalent experience.
  • At least 2 years of experience in a similar B2B sales and/or client relations role.
  • Experience in outbound call/cold calling, CRM systems, and cloud-based software solutions.
  • Strong organizational skills, attention to detail, and excellent written communication skills.


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