Client Onboarding Specialist

CSC

Client Onboarding Specialist in a global company, overseeing client onboarding and compliance procedures. Collaborating with teams to manage client queries and enhance service delivery.

Posted 7/1/2026full-timeBangalore • 🇮🇳 IndiaJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Client Due Diligence (CDD) and Know Your Customer (KYC) processes, with a strong understanding of compliance regulations and corporate governance. Proven ability to manage high-volume onboarding projects while maintaining effective communication with clients and internal stakeholders.

Highest-signal resume keywords

Client Due Diligence (CDD)Know Your Customer (KYC)Compliance RegulationsAnalytical Problem-SolvingOrganizational Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Onboarding ManagementRisk ClassificationPortfolio ReviewsProcess ImprovementRegulatory Compliance

Soft Skills

Excellent Communication SkillsTeam-Oriented ApproachTime ManagementAbility to Manage Multiple TasksLeadership and Influence

Certifications & Qualifications

Qualified Company SecretaryDegree in LawDegree in CommerceDegree in Administration

Industry Keywords

Corporate GovernanceLocal Regulatory RequirementsAML RulesBest PracticesHigh-Volume Environment

About the role

Key responsibilities & impact

Manage client onboarding activities in line with SOPs, compliance rules, and internal policies
Handle client queries professionally and in a timely manner
Coordinate closely with onshore colleagues and internal business teams
Support high-volume onboarding projects and oversee ongoing onboarding activities
Facilitate communication with clients, sales teams, and internal stakeholders
Escalate and manage complex customer communications when needed
Contribute to process improvements and share updates with the team
Conduct CDD/KYC reviews, risk classification, and portfolio reviews
Track missing requirements and monitor action points to closure
Support or assist with ad-hoc projects as required

Requirements

What you’ll need

At least 2 years of experience or exposure in Compliance or Client Due Diligence within industry or professional practice
Strong ability to manage multiple high-priority tasks simultaneously
Excellent written and verbal communication skills
Demonstrated ability to lead and influence peers effectively
Strong organizational and time management skills
Analytical mindset with solid problem-solving capabilities
Team-oriented approach, with an understanding of shared success
Ability to perform well in a high-volume, deadline-driven environment
Understanding of corporate governance, local regulatory requirements, AML rules, and best practices
Familiarity with KYC due diligence and corporate regulatory obligations at both local and global levels
Qualified or partly qualified Company Secretary, or degree in Law, Commerce, Administration, or a related field
Able to work independently and collaboratively in a proactive, adaptable, and detail-focused manner
Fluent spoken English with the ability to communicate clearly and coherently

Benefits

Comp & perks

Annual success-sharing bonuses or commission plans based on individual performance
Support for colleagues with disabilities
Flexibility in work schedules (hybrid or remote work)
Competitive and comprehensive benefits package