Client Onboarding
Fa Ewji Saasfaprod1 Open · verified Oct 2, 2026 At a glance
Mid-level Customer Success role at Fa Ewji Saasfaprod1. London · full-time.
Pay not stated
growthroles summary, based on the employer's posting.
What you'll do
- Contact clients to request, clarify and gather the CDD documents needed for onboarding
- Keep coverage, AML operations and compliance reviewers coordinated, resolving document issues and securing internal approvals
- Monitor onboarding cases and workflows, checking submitted paperwork for accuracy and completeness
- Help clients close CDD gaps and keep onboarding aligned with required timelines and service expectations
- Work with teams across regions to apply KYC process updates tied to policy, technology and control changes
What you bring
- Relevant experience in financial services, ideally in banking or another financial institution
- A strong client-facing track record, with relationship management and the ability to influence
- Working knowledge of AML/KYC CDD requirements and onboarding documentation and compliance workflows
- Strong Spanish proficiency
Who this fits
This role suits someone with client relationship skills who can coordinate onboarding details across client, coverage, operations and compliance teams. The position is based in London and involves collaboration with global teams.
From the employer
Client Onboarding
Location: London
Type: Full-time
Job Summary
We are seeking a highly skilled and client-focused Outreach Specialist to support AML/KYC onboarding activities for one of our strategic financial services clients. In this role, you will act as a key connector across client outreach, banking coverage teams, and AML operations—helping ensure timely, accurate, and complete documentation for Client Due Diligence (CDD) requirements.
You will serve as a primary point of coordination for onboarding activities, reaching out to clients for required documentation, addressing questions, and helping navigate process requirements. This is an impactful opportunity to combine relationship management, regulatory expertise, and cross-functional collaboration while contributing to a seamless onboarding experience for high-priority clients.
Responsibilities
Client Outreach & Coordination
- Serve as the main point of contact for outreach related to AML/KYC onboarding documentation.
- Engage directly with clients to request, clarify, and collect CDD materials.
- Coordinate between coverage teams, AML operations, and compliance reviewers to support timely onboarding.
- Act as an escalation point for operational or documentation-related challenges.
Onboarding Process Management
- Track onboarding populations and workflows in partnership with coverage and operations teams.
- Review incoming documentation for accuracy and completeness; obtain necessary internal approvals.
- Apply strong knowledge of CDD requirements to guide clients and resolve documentation gaps.
- Support consistent adherence to onboarding metrics, timelines, and service expectations.
Cross-Functional Collaboration & Continuous Improvement
- Partner with teams across regions and lines of business to align with global KYC initiatives.
- Support adoption of process enhancements related to policy changes, technology improvements, and control remediation.
- Promote a culture of partnership, collaboration, and seamless service delivery.
Eligibility Requirements
- Relevant experience in financial services, preferably within banking or financial institutions.
- Strong client-facing experience with demonstrated relationship management and influencing skills.
- Solid understanding of AML/KYC CDD requirements and industry best practices.
- Familiarity with operational workflows for onboarding, documentation, and compliance processes.
- Ability to anticipate issues, problem-solve proactively, and navigate complex onboarding scenarios.
- Comfort collaborating across global teams and working with diverse stakeholders.
- Strong proficiency in Spanish.
Preferred Qualifications & Experience
- Bachelor’s degree preferred.
- Experience with CDD requirements for legal entities across global jurisdictions.
- Knowledge of investment banking or capital markets products and onboarding processes at international banks
About eClerx
eClerx is a leading provider of productized services, bringing together people, technology and domain expertise to amplify business results.
The firm provides business process management, automation, and analytics services to a number of Fortune 2000 enterprises, including some of the world’s leading financial services, communications, retail, fashion, media & entertainment, manufacturing, travel & leisure, and technology companies. Incorporated in 2000, eClerx is traded on both the Bombay and National Stock Exchanges of India. The firm employs more than 19,000 people across Australia, Canada, France, Germany, Switzerland, Egypt. India, Italy, Netherlands, Peru, Philippines, Singapore, Thailand, the UK, and the USA.
For more information, visit www.eclerx.com
You can also find us on:
https://www.linkedin.com/company/eclerx/
https://www.indeed.com/cmp/Eclerx/about
https://www.glassdoor.com/eClerx
eClerx is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. We are also committed to protecting and safeguarding your personal data. Please find our policy here
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