Onboarding Team Leader

2 weeks ago

Ortigas Metro Manila, Philippines KMC Solutions Full time ₱60,000 - ₱120,000 per year

We are seeking an experienced and proactive Client Onboarding Team Leader to manage, mentor, and lead the Client Onboarding Administration team. This role is crucial for ensuring the efficient, accurate, and compliant onboarding of all new client accounts and maintaining high standards of client data integrity. The Team Leader will be instrumental in driving continuous process improvement and acting as a key escalation point, thereby empowering the team and contributing to the company's mission of providing an exceptional client experience.

Leadership & Management

● Lead, mentor, and manage the daily operations of the Client Onboarding Administrator team.

● Conduct regular one-on-one meetings, performance reviews, and manage team development.

● Serve as the primary escalation point for complex application issues, account configuration queries, and client onboarding disputes.

● Work closely with the Compliance team and Client Onboarding Manager to align onboarding practices with business growth goals. Operations & Compliance

● Oversee the processing of new account applications and ensure timely and accurate client onboarding.

● Ensure the team consistently meets all industry and company standards for Anti-Money Laundering (AML) and Know Your Customer (KYC) compliance

● Manage and respond to internal queries from departments (e.g., Sales, Compliance) related to account management and client onboarding status.

● Review and ensure the accuracy of client information maintained across all systems.

Process Improvement & Strategy

● Identify opportunities for process efficiencies and lead the creation and implementation of new or updated procedures and processes for client onboarding.

● Develop training materials and conduct regular training sessions for the team on new systems, regulatory changes, and process updates.

● Monitor team performance against key metrics (e.g., speed and accuracy of onboarding) and report on performance to the Client Onboarding Manager.

Essential:

● Proven experience in a leadership or supervisory role within a financial services or regulatory environment.

● Previous experience as a Client Onboarding Administrator or Senior Administrator.

● Extensive experience with client onboarding, account administration, or client service.

● Deep understanding of AML/KYC regulatory requirements and best practices.

● Exceptional written and verbal communication skills.

● Demonstrated ability to think analytically, troubleshoot complex issues, and drive process improvements.

● Strong organisational skills with the ability to multitask, prioritise team workload, and meet tight deadlines.

● High level of computer literacy and data management skills.

Desired:

● Experience with specific trading or financial services CRM/onboarding software.

● Tertiary qualification in Business, Finance, Law, or a related field.

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