Onboarding Specialist
Industry FinTechCore Responsibilities
Manage the end-to-end onboarding process for new investors, ensuring all subscription agreements and compliance documents are accurately completed. Maintain investor records within the CRM and identify opportunities to optimize internal onboarding workflows.
Requirements
Requires strong organizational skills, attention to detail, and proficiency with CRM systems and spreadsheets. Previous experience in operations, compliance, or investor relations within the financial services sector is preferred.
Key Skills & Technologies
Additional Information
Experience Level
2-5
Job Language
English
Work Mode
Hybrid