Client Onboarding Manager (Fintech, Remote)

Job summary

The Client Onboarding Manager will lead the delivery of an exceptional onboarding experience for clients, ensuring effective implementation and long-term satisfaction. This role involves developing scalable processes and enhancing client interactions with the platform.

Qualifications

• Over 4 years of experience in client onboarding, project management, or implementation within fintech, SaaS, or financial services.
• Knowledge of asset management, investment workflows, or family office operations is beneficial.
• Strong organizational skills with the ability to manage multiple projects simultaneously.
• Excellent communication and interpersonal skills for effective client relationship management.
• A customer-first mindset with a proactive, solutions-oriented approach.
• Strong analytical skills and attention to detail, particularly in data quality and reconciliation.
• Proficiency in Microsoft Office tools; familiarity with AI tools and automation is a plus.
• Experience with custodian data flows is advantageous.
• Bachelor’s degree in Finance, Business, or a related field is preferred.

Responsibilities

• Oversee multiple client onboarding projects, ensuring timely and high-quality delivery.
• Design and implement frameworks to support scalable client experiences.
• Serve as a subject matter expert and product advocate during onboarding.
• Foster strong relationships with clients and internal teams for seamless transitions.
• Develop and maintain onboarding documentation and training resources.
• Contribute to the onboarding playbook for future growth initiatives.
• Identify and resolve onboarding issues in collaboration with cross-functional teams.
• Analyze onboarding performance and client feedback for continuous improvement.
• Provide insights on product and operational enhancements based on client experiences.
• Utilize AI tools and automation to enhance onboarding efficiency and client satisfaction.

Education

• Bachelor’s degree in Finance, Business, or a related field preferred.

Tools

• Microsoft Office Suite; familiarity with AI tools and automation technologies.