Customer Onboarding Specialist
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Requirements
- At least 1 year of professional experience in customer onboarding, customer support, account coordination, operations, or a related customer-facing or administrative role.
- Strong attention to detail, with practical experience reviewing documents, validating customer information, and maintaining accurate records.
- Excellent written and verbal communication skills, with the ability to explain processes and documentation requirements clearly to business owners and other stakeholders.
- Strong organisational and follow-up abilities, including the capacity to manage multiple onboarding cases, prioritise tasks, and consistently meet deadlines.
- Familiarity with CRM platforms, document management systems, Microsoft Office, and other standard business productivity tools.
- Good judgement when handling sensitive and confidential information, with an understanding of when to escalate discrepancies or potential compliance concerns.
- High levels of self-motivation, accountability, and independence, with the ability to remain productive and organised in a fully remote working environment.
- Customer-oriented mindset, strong interpersonal skills, and a proactive approach to resolving issues and improving the onboarding experience.
- Comfort using AI-powered tools to support research, information processing, and everyday productivity is a strong advantage.
- Previous experience with Know Your Customer (KYC) procedures, business verification, or customer due diligence is considered a plus.
- Experience supporting business customers within financial services, fintech, payment solutions, or cryptocurrency environments is an additional advantage.
- Familiarity with business registration documents, company ownership structures, and related verification requirements is beneficial.