Client Onboarding Specialist

Job Description

Analyst, Client Onboarding Specialist | Mitsubishi UFJ Financial Group

The Tone:
This is a full-time role at Mitsubishi UFJ Financial Group, located in Australia. MUFG is one of the world’s leading financial groups, striving to make a difference for every client, organization, and community. This role offers the opportunity to play a pivotal part in delivering a seamless onboarding journey for Corporate and Financial Institution clients, ensuring an exceptional customer experience that directly supports revenue-generating activities.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: In-person – Australia

• Team: GCIB Middle Office team
• Mission: To deliver a seamless and compliant onboarding journey for Corporate and Financial Institution clients, ensuring an exceptional customer experience that supports revenue-generating activities.

What You’ll Actually Do
• Orchestrate the end-to-end onboarding of Corporate and Financial Institution clients, engaging with them, coordinating internal resources, and resolving issues promptly.
• Communicate onboarding requirements clearly to clients alongside KYC teams, ensuring expectations are understood and met throughout the process.
• Assist clients with document preparation, including agreements and account setup, and independently review onboarding documents for accuracy and compliance with legal and regulatory requirements such as FACTA, CRS, and OTC.
• Maintain fast turnaround times in completing onboarding requirements with minimal rework or refer backs among internal stakeholders, focusing on achieving ‘first time right’ outcomes.
• Foster strong collaboration between clients, Relationship Managers, and KYC teams, ensuring all necessary documentation is gathered and accurately captured in systems before go-live.

The Must-Haves
• Background: Undergraduate degree in Business, Commerce or Law from a leading university; comprehensive familiarity with KYC requirements specific to Corporate and Financial Institution sectors.
• Experience: Minimum 3 years’ proven experience in client onboarding within the banking sector, specifically dealing with Corporate and Financial Institution clients; external customer-facing expertise is essential.
• Skills: Exceptional written and verbal communication skills, ability to work collaboratively across departments, meticulous attention to detail, strong organisational skills, excellent interpersonal and presentation abilities.
• Bonus: Commitment to being a dependable team player who values communal success, enthusiasm for continuous improvement, and initiative-taking qualities.