**Client Onboarding Senior Associate** leads end-to-end client onboarding, ensuring smooth setup of corporate accounts, cash management, and required due diligence. This role requires 8+ years of experience in operations, project management, or relevant fields, with exposure to client interactions. Key skills include strong communication, attention to detail, risk management, and proficiency in Microsoft Office. Preferred qualifications include project management tool experience, automation AI tools, and coding language familiarity. Maintain high client satisfaction while driving global banking growth.
Full Job Description
Location: Metro Manila, National Capital Region, Philippines
Set the tone for a clients first experience with usand help them expand confidently into new markets. As a Client Onboarding Manager, youll lead end-to-end onboarding that includes account opening, cash management setup, and completion of required due diligence. Youll act as a trusted advisor to clients and a project leader for banking and product partners, keeping work moving with clear plans, strong communication, and disciplined risk management. If you enjoy complex onboarding, relationship building, and driving progress across teams, this role offers meaningful global impact.As a Client Onboarding Manager in the Global Corporate Banking Onboarding team, you will lead the end-to-end onboarding experience for corporate clients, including account opening, product setup, and completion of due diligence requirements. You will partner directly with clients, bankers, and product teams to define onboarding strategies, set expectations, and deliver on timelines using strong project management practices. You will help clients navigate onboarding as they expand internationally, while ensuring accuracy, policy adherence, and a strong control environment.
Job responsibilities
Own the client onboarding experience as the single point of contact, ensuring client satisfaction throughout onboarding.Manage global account opening and standard product implementation requests across multiple entities and jurisdictions.Develop and execute implementation plans with clients and banking teams, setting clear expectations and timelines.Coordinate communications, status updates, and issue resolution with clients and internal partners.Support sales and banking teams in pitches and requests for proposals to help drive business growth.Provide subject matter expertise on international regulatory requirements, documentation, products, and services.Partner with transformation and product teams to perform user testing and platform enhancement testing for internal tools.Prioritize daily workload to maximize productivity and meet deadlines in a fast-paced environment.Train junior team members and support their development in onboarding activities.Improve onboarding procedures through process improvement initiatives that enhance efficiency and client experience.Required qualifications, capabilities, and skills
Have 8 years of experience in operations, project management, accounting, technology, analytics, training, or process improvement, with exposure to client interactions.Demonstrate ability to work effectively with cross-functional teams in a fast-paced, dynamic environment.Demonstrate excellent written and verbal communication skills.Demonstrate strong attention to detail to ensure accuracy and compliance with policies.Demonstrate strong time management skills, including ability to prioritize tasks and meet deadlines.Demonstrate strong analytical and problem-solving skills with a focus on client service and satisfaction.Demonstrate ability to identify and mitigate potential risks.Demonstrate ability to learn and adapt to new technologies, with proficiency in Microsoft Word, Excel, and PowerPoint.Demonstrate professionalism and integrity in all interactions.Demonstrate a continuous improvement mindset, including identifying opportunities for process enhancement and innovation.Preferred qualifications, capabilities and skills
Demonstrate experience planning, executing, and overseeing projects, including participation in process improvement initiatives.Demonstrate familiarity with project tracking tools used to monitor progress and changes.Demonstrate experience using project management or design tools and openness to learning new systems.Demonstrate hands-on experience with automation or artificial intelligence tools (for example, Alteryx, UiPath, or Copilot).Demonstrate familiarity with coding languages such as Python or JavaScript.Demonstrate experience building websites or interest in web technologies. Promote client onboardingoversee account setup, due diligence, and partner across teams to deliver seamless banking solutions. 
