Description
Role: Client Onboarding Specialist
Location: Bangalore, India
Work Model: Hybrid
Reporting To: SPV Management Onboarding Manager (based in Luxembourg)
Position Overview:
The Client Onboarding Specialist supports the onboarding of new clients by ensuring proper customer due diligence (CDD), maintaining accurate client data, and following internal procedures and regulatory requirements. The role also includes supporting and guiding associates to improve service delivery.
This role requires:
Proactive and qualified management of client queries and outreach
Close coordination with onshore colleagues
Consistent adherence to client onboarding and compliance policies and procedures
Coaching, mentoring, and guiding team members

Some of the things you’ll be doing:
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

What Technical Skills, Experience, and Qualifications Do You Need?
At least 2 years of experience or exposure in Compliance or Client Due Diligence within industry or professional practice
Solid ability to manage multiple high-priority tasks simultaneously
Excellent written and verbal communication skills
Demonstrated ability to lead and influence peers effectively
Solid organizational and time management skills
Analytical mindset with solid problem-solving capabilities

📌 Client Onboarding Specialist Bengaluru
🏢 CSC
📍 Bengaluru