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Client Operations Specialist (KYC | Salesforce) image - Rise Careers
Job details

Client Operations Specialist (KYC | Salesforce)

Cross-Team Coordination:

  • Collaborate with the Client Onboarding Team, Compliance Team, Sales Team, and clients to streamline the KYC onboarding process.
  • Utilize exceptional communication skills to understand and align the priorities and constraints of different departments.

Lead Management Process Oversight:

  • Manage the client lead management processes for various sales teams to expedite the onboarding journey.
  • Track conversion rates, identify bottlenecks, and implement process improvements to optimize the client experience from prospect to active user.

Salesforce Dashboard Maintenance and Analysis:

  • Maintain client lead management dashboards to identify and address gaps in the KYC onboarding process.
  • Analyze data and translate insights into actionable strategies to enhance the onboarding experience.

KYC Process Administration:

  • Oversee KYC-related process dashboards, including periodic review processes, triggering event processes, and Professional Investor (PI) renewal processes.
  • Ensure ongoing compliance beyond the initial onboarding phase.

Daily Monitoring and Compliance Assurance:

  • Monitor KYC processes daily to ensure compliance standards are consistently met.
  • Employ both strategic thinking and hands-on management to ensure compliance activities support business growth. 
  • 3-5 years of experience in client onboarding at banks or non-bank financial institutions (NBFI).
  • Experience with institutional and high-net-worth individual clients is preferred.
  • In-depth KYC Knowledge: Strong understanding of KYC procedures, regulatory requirements, and best practices.
  • Cross-Team Coordination: Excellent communication, conflict resolution, and stakeholder alignment skills; industry experience in cryptocurrency preferred.
  • Bilingual Proficiency: Fluency in relevant languages (e.g., Chinese and English) for client-facing roles in global markets.
  • Technical Aptitude: Familiarity with Salesforce systems and data analysis tools.
  • Immediate availability is preferred.

Average salary estimate

$70000 / YEARLY (est.)
min
max
$60000K
$80000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

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DATE POSTED
April 15, 2025

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