Client Onboarding Executive

Posted 1 day ago

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Take charge of the comprehensive client onboarding process for new Sleek clients.

• Provide a customized, swift, precise, and compliant onboarding experience.

• Ensure accuracy in client billing and statutory submissions.

• Complete client onboarding within a target of less than three business days, referred to as “Sleek Time.”

• Proactively update clients regarding any obstacles or additional information needed.

• Maintain high customer satisfaction (CSAT) levels while minimizing onboarding time.

• Adhere to ACRA regulations, the Companies Act 1967, and AML/CFT policies.

• Organize daily responsibilities, follow standard operating procedures (SOPs) and onboarding workflows, while ensuring client confidentiality.

• Utilize Sleek’s automation and AI tools to optimize manual tasks.

• Offer monthly feedback to management regarding process improvements.

• Work in collaboration with the Head of Client Onboarding and Team Leader on strategic initiatives and scalable procedures.

• Address client inquiries and escalate complex issues when necessary.

• Collaborate with Compliance, Corporate Secretary, and Sales teams.


⛳️ Requirements

• Located in the Philippines.

• A recognized degree or diploma in Business Administration or a similar field.

• Preferably have experience in client-facing roles, dealing with sensitive information and complex client situations.

• Proficient in using Google Workspace, Microsoft applications, and various productivity tools.

• Strong understanding of Singapore regulatory compliance, specifically ACRA and AML/CFT, is highly preferred.

• Self-driven, proactive, highly organized, and detail-oriented.

• Capable of thriving in a fast-paced, technology-oriented, and VUCA environment.

• Excellent interpersonal and communication abilities.

• Openness to undergo background checks, including education verification, criminal history, political exposure, bankruptcy, or adverse credit assessments.

• Exhibit behavioral attributes such as ownership, humility, structured thinking, data-driven decision-making, and a positive approach to challenging conversations.


🏝️ Benefits

• Work from home five days a week.

• Flexible starting hours to accommodate family or other personal needs.

• Fully remote work option from anywhere in the world for one month each year.

• Competitive salaries that align with market standards.

• Generous paid time off and holiday schedules.

• Employee share ownership plan available for eligible staff.

• Access to internal and external training programs.

• Responsibility and autonomy in your role.

• A diverse and inclusive workplace.

• Recognized as a B Corp-certified employer.

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