Client Onboarding Executive (Fintech)

TL;DR

Client Onboarding Executive (Fintech): Managing the end-to-end onboarding journey for new micro SME clients with an accent on regulatory compliance and data accuracy. Focus on streamlining workflows using AI tools, ensuring ACRA and AML/CFT compliance, and reducing processing time to under three business days.

Location: Must be based in the Philippines (Remote)

Company

A tech-enabled fintech company providing automated back-office, accounting, and payment services for micro SMEs across Asia-Pacific and the UK.

What you will do

• Own the end-to-end client onboarding journey to ensure a tailored experience and high long-term retention.
• Maintain 100% accuracy in client billings, statutory filings, and adherence to terms and conditions.
• Execute workflows with precision to achieve a processing time of less than three business days.
• Ensure absolute compliance with ACRA regulations, the Companies Act 1967, and AML/CFT policies.
• Utilize AI-driven automation tools to streamline manual tasks and transition toward system-driven workflows.
• Collaborate with Compliance, Corporate Secretary, and Sales teams to resolve client queries and improve processes.

Requirements

• Recognized degree or diploma in Business Administration or equivalent.
• Experience in client-facing roles handling sensitive information and complex matters.
• Must be based in the Philippines.
• Hands-on experience with Google Workspace and Microsoft applications.
• Strong understanding of Singapore regulatory compliance (ACRA, AML/CFT) is highly preferred.
• Ability to thrive in a fast-paced, technology-driven VUCA environment.

Nice to have

• Proven track record of ownership, humility, and structured thinking.
• Ability to handle tough conversations in a positive and constructive manner.
• Data-driven approach to decision making and strategy review.

Culture & Benefits

• Culture of humility, kindness, and inclusivity within a certified B Corp.
• Flexible work arrangements and remote work options.
• $1,200 wellness allowance and generous paid time off.
• Eligibility for an employee share ownership plan.
• High level of autonomy and access to AI-driven training programs.

Hiring process

• Initial screen via one-way video interview or meeting with Talent Acquisition.
• Technical interview with the Hiring Manager to discuss professional experience.
• Soft skills assessment with the leadership team.
• Reference checks followed by a verbal or email offer.