Client Onboarding Senior Officer (Night Shift)

Client Onboarding Senior Officer (Night Shift)

Location: Taguig, PH

Responsibilities

Key Responsibilities include:

• Support end-to-end onboarding activities across private equity, real estate and private credit business segments
• Follow onboarding workflows, ensuring tasks are completed accurately and within established timelines.
• Support the onboarding lifecycle, including: Client setup and activation, Data migration tracking and coordination, Offboarding and client transitions, Ensure all onboarding documentation and deliverables are completed, validated, and properly recorded.
• Track timelines, deliverables, and dependencies through go-live and deal closing
• Maintain onboarding checklists, trackers, and status reporting
• Act as a coordination point across internal teams to support seamless onboarding execution, including Line of Business (LOB) teams, Legal & Compliance, Core Client D...