- Supervise the onboarding process, starting from initial client contact to account setup and activation
- Establish strong client relationships and act as the primary contact for onboarding queries
- Comprehend clients' requirements for digital asset custody and offer customized solutions
- Work closely with the sales team to grasp client needs and ensure a smooth transition from sales to onboarding
- Perform due diligence and Know Your Customer (KYC) checks on new clients, ensuring compliance with regulations
- Collaborate with internal teams to collect and review client documentation, resolve issues, and address client inquiries
- Develop a deep understanding of Zodia Custody's products, services, and operational procedures
- Identify areas for process enhancement and contribute to refining onboarding methods and systems
- Provide training and support to new onboarding team members
- Stay informed about industry trends and regulatory updates in digital assets and custody services
- A Bachelor's degree in finance, business administration, or a related field
- A minimum of 5 years of relevant experience in onboarding or client relationship management within financial services
- Knowledge of digital assets, cryptocurrencies, and blockchain technology
- Familiarity with regulatory requirements concerning digital asset custody
- Strong communication and interpersonal skills to build rapport with clients and collaborate with diverse teams
- Detail-oriented approach with excellent analytical and problems-solving abilities
- Demonstrated capability to manage multiple tasks and thrive in a fast-paced environment
- Proficiency in using customer relationship management (CRM) software and other relevant tools
- Professional certifications in financial services or digital assets (e.g., CFA, CFP, CCA) would be advantageous
- Willingness to adapt and learn in a rapidly evolving industry
- Competitive employer contribution pension plan
- Private health insurance
- Critical Illness coverage
- Life Insurance
- 30 days of annual leave
- Flexible bank holidays (option to work on bank holidays and utilize the leave on other days)
-
Onboarding Manager
1 week ago
Zodia Custody Sydney, AustraliaOnboarding Manager · Zodia Custody is seeking a proficient and detail-oriented Onboarding Manager to join our growing team in the financial services industry. As an institution-first, FCA-regulated digital asset custodian, Zodia Custody aims to provide financial institutions, cor ...
-
Onboarding Manager
2 days ago
TMF Group Sydney, Australia**Job no**: 562316 · **Work type**: Full time · **Location**: Sydney, Australia, Australia · **Categories**: Client Onboarding · **Office Location**: Sydney · **About TMF Group** · TMF Group is a leading global provider of high-value business services to clients operating and inv ...
-
Onboarding Manager
4 days ago
Radware Sydney, AustraliaOnboarding Manager W) · **What will you do?** · The Onboarding manager will manage all aspects of the post-sales relationship, ensuring that customers realise business value through the onboarding and adoption of Cloud DDoS services. In addition to ensuring customer health, conta ...
-
Customer Onboarding Manager
21 hours ago
Onset Sydney, AustraliaThe doors are open, are you ready to step in as designated tour guide? · As the · **Customer Onboarding Manager **for this customer engagement platform, you will direct your portfolio of clients across the platform's features in order for them to get the most from it. · Having a ...
-
Customer Onboarding Manager
2 days ago
Onset Sydney, AustraliaImplementation, Integration, Imaginationwhat do they all have in common? · YOU · This is a role that doesn't play by the rules. · **Implementation Consultant** for this super cool company is unpredictable, involves many moving parts and requires someone who understands tech and p ...
-
Customer Onboarding Manager
2 days ago
TPG Telecom North Sydney, AustraliaWe've only just begun, but what a beginning. In a once in a generation moment, we've brought together powerful brands to create one united force. TPG Telecom has a powerhouse of brands which include Vodafone, TPG, iiNet, Internode, Lebara, AAPT and felix. The latest technology an ...
-
Assistant Client Onboarding Manager
4 days ago
Apex Group Sydney, AustraliaAssistant Client Onboarding Manager · Location: Sydney, Australia · Date Posted: May 15, 2023 · **Description** · **About our Company** · Apex Group Ltd., established in Bermuda in 2003, is a global financial services provider. With 85 offices in 42 countries worldwide and over 1 ...
-
Assistant Client Onboarding Manager
4 days ago
LRI Invest S.A. Sydney, AustraliaLocation: Sydney, Australia · Date Posted: May 15, 2023 · **Description** · **About our Company** · Apex Group Ltd., established in Bermuda in 2003, is a global financial services provider. With 85 offices in 42 countries worldwide and over 10,000 employees. Apex delivers an exte ...
-
Product Manager, Customer Onboarding
36 minutes ago
Commonwealth Bank of Australia Sydney, AustraliaProduct Manager, Customer OnBoarding · - **You're a passionate Product Manager, driven to deliver exceptional customer outcomes**: · - **We've transformed our ways of working to take our customer obsession to the next level**: · - **Together we're delivering outstanding customer ...
-
Manager, Onboarding, Apac cai2
1 week ago
Hatch Sydney, Australia** This role is at Klaviyo (not for Hatch)** · Hatch is supporting Klaviyo to find a great Manager, Onboarding, APAC to join their Sales and Customer Success team. Hatch exists to level the playing field for people as they discover a career that's right for them. We model this in ...
-
Product Manager, Customer Onboarding
2 days ago
Commonwealth Bank Sydney, Australia**You're a passionate Product Manager, driven to deliver exceptional customer outcomes**: · - **We've transformed our ways of working to take our customer obsession to the next level**: · - **Together we're delivering outstanding customer experiences, and having a lot of fun alon ...
-
Head of Customer Onboarding and Lifecycle Management
21 hours ago
Commonwealth Bank Sydney, AustraliaRegulatory & Control Operations (RACO) is a team of 2000 Operations Professionals, part of the Financial Crime Operations and Transformation (FCOT) team in Chief Operations Office (COO). RACO is accountable for the development, implementation, and ongoing leadership of the Group' ...
-
Associate, Pwm Client Onboarding, Wealth Management
31 minutes ago
Morgan Stanley Sydney, AustraliaAssociate, PWM Client Onboarding, Wealth Management · Job Number: · 3232392 · POSTING DATE: Feb 23, 2023 · PRIMARY LOCATION: Non-Japan Asia-Australia-New South Wales-Sydney · JOB: Wealth Management · EMPLOYMENT TYPE: Full Time · JOB LEVEL: Associate · DESCRIPTION · - About The Di ...
-
Onboarding Manager
1 week ago
Zodia Custody Sydney, Australia Full timeZodia Custody is seeking a proficient and detail-oriented Onboarding Manager to join our growing team in the financial services industry. As an institution-first, FCA-regulated digital asset custodian, Zodia Custody aims to provide financial institutions, corporations, and profes ...
-
Customer Onboarding Manager
4 days ago
Yotpo Sydney, AustraliaIf you shop online (and who doesn't these days?), then chances are you've already interacted with Yotpo. We're a leading eCommerce retention marketing platform, on a mission to help brands of all sizes turn one-time shoppers into customers for life. Loyalty programs, SMS and emai ...
-
Customer Onboarding Manager
1 day ago
Insider Sydney, AustraliaBefore jumping in on all the information about the role and what you can bring to the table, let us introduce ourselves real quick. · About us · Hi there We are Insider, a B2B SaaS company that drives growth for its clients around the world. How are we achieving this? We are conn ...
-
Customer Onboarding Manager
4 days ago
Insider Sydney, Australia Full timeBefore jumping in on all the information about the role and what you can bring to the table, let us introduce ourselves real quick. About us Hi there We are Insider, a B2B SaaS company that drives growth for its clients around the world. How are we achieving this? We are connecti ...
-
Client Onboarding Manager
4 days ago
FutureYou Sydney, AustraliaLogistics business working with key retail customers. · Sydney or Melbourne based with a hybrid working model. · Outline the critical tasks, milestones and steps for integrating the clients contract requirements into business operations. · Client Details · The business has a long ...
-
Client Onboarding Manager
1 week ago
Future You Sydney, Australia Full timeLogistics business working with key retail customers. · Sydney or Melbourne based with a hybrid working model. · Outline the critical tasks, milestones and steps for integrating the clients contract requirements into business operations. · Client Details · The business has a long ...
-
User Onboarding Manager, Accelerate
5 days ago
Stripe Sydney, AustraliaStripe is a financial infrastructure platform for businesses. Millions of companies—from the world's largest enterprises to the most ambitious startups—use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP ...
Onboarding Manager - Sydney, Australia - Zodia Custody Limited
Description
Zodia Custody is looking for a skilled and detail-oriented Onboarding Manager to join our expanding team in the financial services sector. As a company focused on institutions, registered by the FCA, and specializing in digital asset custody, Zodia Custody aims to empower financial institutions, corporations, and professional investors to explore the vast potential of the digital asset landscape on their own terms. Established in 2020, Zodia Custody merges the agility of a startup with the rich history of a 167-year-old financial entity, Standard Chartered, in collaboration with Northern Trust and SBI.
As the Onboarding Manager, you will have a crucial role in ensuring a seamless customer onboarding and account setup process. Your responsibilities will include working closely with clients to grasp their specific needs, guiding them through the onboarding journey, and delivering outstanding customer service. Moreover, you will collaborate with various departments such as sales, legal, compliance, and operations to uphold regulatory standards, streamline internal procedures, and enhance customer experiences.
Responsibilities
We provide an array of attractive benefits including: