As an Associate Client Onboarding Specialist, you will facilitate the onboarding of new clients, conduct KYC/AML checks, maintain records, and ensure compliance with regulations while communicating effectively across teams.
Job Description
Associate Client Onboarding Specialist
Location: Bangalore
Department: Fund Services
Vacancy Type: Permanent
Work Timings: APAC
Work Mode: Hybrid
The position:
As an Associate Client Onboarding Specialist, you will be responsible for ensuring a smooth onboarding experience for new clients and the ongoing account maintenance. You will work closely with various Fund Services teams across APAC.
Roles & Responsibilities:
Your Profile:
About Us
CSC is a global business, legal, and financial services company based in Wilmington, Delaware, USA, providing knowledge-based solutions to clients worldwide. We have offices and capabilities in over 140 jurisdictions in the Americas, Europe, Asia Pacific, and the Middle East, and more than 8,000 colleagues. We are the business behind business.®
Visit our careers site to learn more about CSC and our commitment to our clients, communities, and each other.
CSC is committed to creating a feeling of belonging through a diverse and growth-oriented environment where everyone is valued.
CSC colleagues have global career opportunities and excellent benefits, including annual success-sharing bonuses or commission plans based on individual performance. To learn more, visit cscglobal.com/service/careers.
We offer a range of support to colleagues with disabilities, ensuring people have the necessary resources to thrive in their roles. We encourage candidates to work closely with our talent acquisition partners to convey their specific needs. Our commitment to accessibility reflects our broader dedication to diversity and belonging,
CSC only accepts resumes from employment agencies that are part of our approved supplier program. Resumes submitted from other agencies either to talent acquisition, our hiring leaders, employees, or through any other mechanism other than our supplier process, will not be eligible to claim related fees and the submitted resumes will be considered property of CSC.
We encourage candidates to apply directly to our website and not through third-party sources.
Disclaimer: The information above describes the general nature and level of work performed by employees in this role. It is not intended to describe all duties, responsibilities, and qualifications.
About the Team
At CSC, we don't just keep businesses running-we help them thrive. For more than 125 years, we've been the trusted partner for 90% of the Fortune 500®, leading financial institutions and businesses worldwide. As the global leader in business, legal, financial, and digital brand services across 140+ jurisdictions, we set industry benchmarks through innovation, integrity, and excellence.
Privately held and professionally managed since 1899, CSC is the business behind business®, delivering knowledge-based solutions from our headquarters in Wilmington, Delaware, USA, to clients across the globe. Our success is built on a people-first culture that fosters growth, collaboration, and agility. Recognized as a Top Employer in India, we are committed to creating an exceptional workplace where talent flourishes.
Important notice: CSC only accepts resumes from agencies in our approved supplier program. Resumes submitted through unauthorized sources-including direct submissions to hiring leaders or employees-will be considered property of CSC, with no fees eligible for claims. We encourage candidates to apply through our website for a seamless hiring experience.
\uD83D\uDD17 Explore opportunities: [CSC Careers link]
Why work for us?
At CSC, we invest in your growth, well-being, and success. Here's what sets us apart:
Join CSC and shape the future in a dynamic, global environment where your contributions drive success.
Disclaimer: This job description serves as a general guideline and may evolve based on business needs.
Associate Client Onboarding Specialist
Location: Bangalore
Department: Fund Services
Vacancy Type: Permanent
Work Timings: APAC
Work Mode: Hybrid
The position:
As an Associate Client Onboarding Specialist, you will be responsible for ensuring a smooth onboarding experience for new clients and the ongoing account maintenance. You will work closely with various Fund Services teams across APAC.
Roles & Responsibilities:
- Assist the end-to-end onboarding process for new clients, including documentation collection and verification in accordance with internal guidelines and procedures
- Conduct KYC (Know Your Customer), and AML (Anti-Money Laundering) checks to ensure compliance with regulatory requirements
- Ensure effective and timely communication with various stakeholders, including the operation teams, relationship managers, compliance and clients
- Maintain detailed and accurate records in the client management system
- Assist ongoing client account review and maintenance
- Engage in ongoing development to support overall client onboarding process including system enhancements
- Stay knowledgeable of industry and regulatory standards
- Ensure that quality assurance is integral to all deliverables
- Escalate issues/potential issues to your supervisor
- Participate in any ad hoc tasks/projects assigned by your supervisor
Your Profile:
- Degree holder in business administration or related discipline
- Preferable with at least 1 year of experience in client onboarding
- Excellent English written and verbal communication skills and ability to communicate across multiple regions
- Ability to work independently and collaborate effectively with remote team members
- Proficient in Microsoft Office applications
- Multi-tasking, attentive to details, time sensitive, pro-active with responsible attitude and reliable for any assigned work
- Positive attitude and able to adapt in new challenges
About Us
CSC is a global business, legal, and financial services company based in Wilmington, Delaware, USA, providing knowledge-based solutions to clients worldwide. We have offices and capabilities in over 140 jurisdictions in the Americas, Europe, Asia Pacific, and the Middle East, and more than 8,000 colleagues. We are the business behind business.®
Visit our careers site to learn more about CSC and our commitment to our clients, communities, and each other.
CSC is committed to creating a feeling of belonging through a diverse and growth-oriented environment where everyone is valued.
CSC colleagues have global career opportunities and excellent benefits, including annual success-sharing bonuses or commission plans based on individual performance. To learn more, visit cscglobal.com/service/careers.
We offer a range of support to colleagues with disabilities, ensuring people have the necessary resources to thrive in their roles. We encourage candidates to work closely with our talent acquisition partners to convey their specific needs. Our commitment to accessibility reflects our broader dedication to diversity and belonging,
CSC only accepts resumes from employment agencies that are part of our approved supplier program. Resumes submitted from other agencies either to talent acquisition, our hiring leaders, employees, or through any other mechanism other than our supplier process, will not be eligible to claim related fees and the submitted resumes will be considered property of CSC.
We encourage candidates to apply directly to our website and not through third-party sources.
Disclaimer: The information above describes the general nature and level of work performed by employees in this role. It is not intended to describe all duties, responsibilities, and qualifications.
About the Team
At CSC, we don't just keep businesses running-we help them thrive. For more than 125 years, we've been the trusted partner for 90% of the Fortune 500®, leading financial institutions and businesses worldwide. As the global leader in business, legal, financial, and digital brand services across 140+ jurisdictions, we set industry benchmarks through innovation, integrity, and excellence.
Privately held and professionally managed since 1899, CSC is the business behind business®, delivering knowledge-based solutions from our headquarters in Wilmington, Delaware, USA, to clients across the globe. Our success is built on a people-first culture that fosters growth, collaboration, and agility. Recognized as a Top Employer in India, we are committed to creating an exceptional workplace where talent flourishes.
Important notice: CSC only accepts resumes from agencies in our approved supplier program. Resumes submitted through unauthorized sources-including direct submissions to hiring leaders or employees-will be considered property of CSC, with no fees eligible for claims. We encourage candidates to apply through our website for a seamless hiring experience.
\uD83D\uDD17 Explore opportunities: [CSC Careers link]
Why work for us?
At CSC, we invest in your growth, well-being, and success. Here's what sets us apart:
- Global legacy: Join a powerhouse shaping industries worldwide.
- Career growth and mobility: Access internal promotions, leadership programs, and skill-building opportunities to accelerate your career.
- Recognition and rewards: Enjoy performance-based bonuses, and employee recognition programs.
- Work-life balance: Benefit from hybrid work models and state-of-the-art collaborative spaces.
- Continuous learning: Gain tuition reimbursement, professional certifications, and expert-led development programs in leadership, technical skills, and more.
- Inclusive culture: Be part of a workplace where diversity, equity, and belonging fuel innovation and success.
- Community impact: Make a difference through CSC Gives Back, including our partnership with Kiva, to empower underserved communities through microloans.
Join CSC and shape the future in a dynamic, global environment where your contributions drive success.
Disclaimer: This job description serves as a general guideline and may evolve based on business needs.
Top Skills
MS Office
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