Client Onboarding Executive

Posted 14hrs ago

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Job Description

Client onboarding executive helping Sleek streamline compliance and registration for Singapore businesses. Managing accurate, AI-assisted onboarding remotely from the Philippines.

Responsibilities:

  • Own the end-to-end client onboarding journey for new Sleek clients
  • Deliver a tailored, fast, accurate, and compliant onboarding experience
  • Maintain accuracy in client billings and statutory filings
  • Process client onboarding within the goal of less than three business days of “Sleek Time”
  • Proactively inform clients about roadblocks or additional information required
  • Maintain high CSAT and minimise time to onboard
  • Apply ACRA regulations, the Companies Act 1967, and AML/CFT policies
  • Organise daily tasks, follow SOPs and onboarding processes, and maintain client confidentiality
  • Use Sleek’s automation and AI tools to streamline manual tasks
  • Provide monthly process-improvement feedback to management
  • Collaborate with the Head of Client Onboarding and Team Leader on strategic roadmaps and scalable workflows
  • Resolve client queries and escalate complex matters when necessary
  • Collaborate with Compliance, Corporate Secretary, and Sales teams

Requirements:

  • Based in the Philippines
  • Recognised degree or diploma in Business Administration or equivalent
  • Ideally experience in client-facing roles, handling sensitive information and complex client matters
  • Hands-on experience with Google Workspace, Microsoft applications, and various productivity software
  • Good understanding of Singapore regulatory compliance, including ACRA and AML/CFT, highly preferred
  • Self-motivated, proactive, highly organised, and detail-oriented
  • Ability to thrive in a fast-paced, technology-driven, and VUCA environment
  • Excellent interpersonal and communication skills
  • Willingness to undergo background screening, including education, criminal history, political exposure, bankruptcy, or adverse credit checks
  • Demonstrated behavioural attributes including ownership, humility, structured thinking, data-driven decision-making, and ability to handle difficult conversations positively

Benefits:

  • Work from home 5 days per week
  • Flexible start times to accommodate family or other needs
  • Fully remote from anywhere in the world for 1 month each year
  • Competitive market salaries
  • Generous paid time off and holiday schedules
  • Employee share ownership plan for eligible staff
  • Internal and external-facing training programmes
  • Responsibility and autonomy
  • Diverse and inclusive environment
  • B Corp-certified employer