Posted 6 days ago 27 views
Famtech is seeking a Client Onboarding Specialist (KYB) based in Karachi to support newly signed-up businesses in their onboarding journey for a B2B remittance-based payment service. This customer-facing role involves guiding clients through the entire Know Your Business (KYB) process, including document collection, review, and account approval. The specialist will also assist clients with their first transaction, ensuring they understand key steps and features. Collaboration with sales, compliance, and support teams is essential to deliver a smooth and efficient onboarding experience.
Key Responsibilities
- Develop a technical understanding of cross-border payment platforms to effectively support clients.
- Promptly engage with new sign-ups received from the sales team to initiate the onboarding process.
- Guide customers through onboarding steps, timelines, and required documentation to complete business verification (KYB).
- Collect and verify business documents such as registration certificates, ownership details, and identification to finalize registration.
- Maintain regular communication with potential clients, following up on missing or incorrect information to ensure smooth submissions.
- Stay informed about the fintech platform’s features and competitors to demonstrate relevant functionalities tailored to different business needs.
- Collaborate closely with the compliance team to resolve queries and facilitate account approvals.
- Seamlessly transition fully onboarded clients to the support or account management teams.
- Conduct post-go-live check-ins to confirm clients are confidently using the product.
- Gather and share client feedback to help enhance the onboarding process and product offerings.
- Keep client records, documents, and progress accurately updated within the CRM system.
- Achieve onboarding targets related to turnaround time and completion rates.
- Provide regular onboarding updates and reports to management.
- Handle all client data with strict confidentiality and professionalism.
- Track onboarding status diligently and follow up until the client completes their first transaction.
Required Qualifications
- Bachelor’s degree from a recognized institution.
- Minimum of 2 years’ experience in fintech, client onboarding, KYC/KYB, customer success, or a related field.
- Excellent written and spoken English skills suitable for an international customer-facing role.
- Strong organizational and time management abilities to manage multiple onboarding processes simultaneously.
- High level of professionalism and discretion when handling sensitive client information.
- Proficiency with Google Workspace, WhatsApp, and Google Chat for communication and collaboration.
- Experience using CRM systems and dashboards to track client progress and maintain records.
Preferred Qualifications
- Understanding of KYB and AML processes is highly advantageous.
- Previous experience in fintech, banking, or payments sectors is considered a plus.
This role offers the opportunity to work in a dynamic fintech environment, engaging directly with business clients and contributing to a seamless onboarding experience. The ideal candidate will be detail-oriented, communicative, and proactive in ensuring clients successfully complete their onboarding and first transaction.
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