Client Success Manager (Onboarding)

• Client Onboarding: Lead the process of onboarding new clients onto the client portal, ensuring a smooth and efficient transition. This involves gathering necessary documentation, verifying client information, and guiding clients through the setup process.
• Compliance and Regulatory Adherence: Ensure that all onboarding processes comply with relevant regulatory requirements and industry standards, such as KYC (Know Your Customer) and AML (Anti-Money Laundering) regulations. Stay updated on regulatory changes and implement necessary adjustments to onboarding procedures.
• Relationship Management: Serve as the primary point of contact for clients during the onboarding process, building strong relationships and addressing any questions or concerns they may have. Collaborate with internal teams, such as sales and customer support, to ensure a seamless client experience.
• Cross-functional Collaboration: Collaborate with various departments, including legal, AML/compliance, IT, Risk department to ensure alignment on onboarding processes and requirements. Communicate effectively across teams to facilitate a cohesive approach to client onboarding and support.
• Documentation and Reporting: Maintain accurate records of client onboarding activities, including documentation and correspondence. Generate reports on key onboarding metrics, such as onboarding timeframes and client satisfaction levels, to inform decision-making and identify areas for improvement.
• Quality Assurance: Conduct periodic reviews and audits of onboarding processes to ensure compliance with internal policies and external regulations. Identify opportunities for quality improvement and implement corrective actions as needed to maintain high standards of service delivery.

• Educational Background: A bachelor's degree in Business Administration, Finance, Accounting, Economics, or a related field is often required.
• Industry Knowledge: A solid understanding of payment/banking/IT, including payment processing systems, merchant services, regulatory requirements (such as KYC and AML), and emerging trends is essential.
• Experience: Previous experience in a similar role within the payment industry or financial services sector is required.
• Technical Skills: Proficiency in using payment processing software, CRM systems, and other relevant technology platforms is necessary. Strong computer skills, including proficiency in Microsoft Office applications (such as Excel, Word, and PowerPoint), are also important.
• Attention to Detail: The ability to accurately gather and verify information, review documentation, and follow established procedures with a high level of attention to detail is crucial in ensuring compliance and minimizing errors.
• Communication Skills: Excellent written and verbal communication skills are essential for effectively communicating with clients, internal stakeholders, and regulatory authorities. The ability to convey complex information clearly and professionally is important.
• Problem-Solving Abilities: Strong analytical and problem-solving skills are needed to identify and resolve issues related to client onboarding, compliance, and risk management. The Client Success Manager should be able to troubleshoot problems independently and propose effective solutions.
• Organizational Skills: The ability to prioritize tasks, manage multiple projects simultaneously, and meet deadlines in a fast-paced environment is important. Strong organizational skills are needed to maintain accurate records, track progress, and follow up on outstanding tasks.
• Customer Focus: A customer-centric mindset with a commitment to delivering exceptional service to clients is critical. The Onboarding Officer should be responsive to client inquiries and concerns, and strive to exceed client expectations throughout the onboarding process.
• Integrity and Professionalism: The highest standards of integrity, ethics, and professionalism are essential in handling sensitive client information and complying with regulatory requirements. The Client Success Manager should demonstrate reliability, discretion, and accountability in all interactions.

• 🚗 Drive in Style: After your probation, a sleek company car is all yours.
• Future-Proof Your Finances: Jump on board, and after your probation period, we'll kickstart your Provident Fund
• 🌱 Grow Without Limits: Our environment is all about nurturing your talents and fueling your ambition with endless opportunities for professional development.
• Speak Like a Local: Greek language classes, offered twice a week for all team members.
• 💳 Shop and Save: Get exclusive access to a discount card at various local businesses.
• 🌍Thrive in a multicultural workplace that celebrates diversity and values your unique contributions. Here, every perspective is appreciated, and every voice is heard.
• Lead the Charge in Pioneering Projects: Be at the forefront of innovation by playing a key role in groundbreaking projects.
• 🏝 Max Out Your Downtime: With 25 days off plus public holidays, and an extra 10 days for when you're under the weather, we make sure you have ample time to relax, recharge, and return brighter.
• 📚 Support for Your Educational Aspirations: We're here to support your educational pursuits because we believe in investing in your growth.
• 🍔 Wolt Your Way Through Lunch: Enjoy a Wolt lunch allowance of €150 per month.

• This role will be based in our office in Central Limassol

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