Descripción del trabajo
About the Role
We are looking for a motivated and detail-oriented Onboarding Specialist to lead client acquisition and ensure a smooth onboarding journey for new clients. In this role, you will present our product offerings to prospective clients, coordinate with internal teams - especially Compliance - to ensure regulatory requirements are met, and provide hands‑on support throughout the onboarding process. The ideal candidate has a strong mix of sales, customer service skills, and a good understanding of regulatory processes in the financial services space.
Key Responsibilities

Client Acquisition & Relationship Building

Lead outreach and communication with prospective clients
Understand client business needs and present tailored product solutions
Build strong, trust‑based relationships to support long‑term engagement


Onboarding Management

Manage the full onboarding process from initial contact through to activation
Guide clients through documentation, account setup, and product familiarization
Ensure onboarding timelines are met and clients have a smooth experience


Internal Coordination & Compliance Support

Work closely with the Compliance team to ensure all onboarding steps meet regulatory requirements
Collect and review necessary client documentation (KYC, AML, etc.)
Follow up on outstanding items and ensure readiness before account activation


Product Presentation & Support

Deliver product overviews and tailored demonstrations based on client needs
Explain product features clearly and respond to client inquiries during the onboarding phase
Gather client feedback to help improve sales and onboarding materials


Reporting & Process Improvement

Maintain accurate records of client onboarding progress and communications
Track key metrics (conversion rates, onboarding duration, client feedback)
Propose improvements to sales and onboarding workflows



Requirements

3+ years of experience in client onboarding or account management - ideally in fintech, banking, or payments.
Strong communication and presentation skills, with the ability to explain complex topics simply.
Understanding of KYC / AML requirements and regulatory onboarding processes.
Client‑focused mindset and strong coordination skills across departments.
Fluent English is required; Russian is strongly preferred; additional languages are a plus.
Experience using CRM or onboarding management tools is preferred.

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