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Client Onboarding, Associate/ AVP

Open 34d reposted 4× · 2 open copies

Jefferies has been expanding its business in Tokyo, and we are now looking for a dedicated person and detail-oriented Client Onboarding Specialist to join our Japan team. The successful candidate will play a vital role in ensuring a smooth and efficient onboarding process for our new clients, providing exceptional service and support while fostering long-term relationships. This position requires strong communication skills, cultural sensitivity, and a deep understanding of the Japanese market.

Key Responsibilities & Tasks:

  • Coordinate with sales and account management teams to gather all necessary client information and documentation.
  • Conduct thorough reviews of client documents to ensure completeness and accuracy.
  • Facilitate the client onboarding process by acting as the primary point of contact for new clients.
  • Develop and implement onboarding plans tailored to each client's specific needs and requirements, with particular attention to the nuances of the Japanese market.
  • Ensure timely completion of all onboarding activities, including account setup, system access, and training, while adhering to Japanese business practices and regulations.
  • Conduct name screening and ensure all adverse news has been cleared, documented, and escalated appropriately.
  • Build and maintain strong relationships with new clients to ensure a positive onboarding experience, emphasizing the importance of trust and reliability, which are highly valued in Japanese business culture.
  • Address any client concerns or issues promptly and effectively, escalating to the appropriate teams when necessary.
  • Provide ongoing support and guidance to clients as they transition from onboarding to regular account management, ensuring continual alignment with their evolving needs and expectations.

Qualifications:

  • At least 3 years of experience working with Japanese clients and a strong understanding of the Japanese market.
  • Excellent communication and interpersonal skills, with proficiency in both Japanese and English.
  • Strong organizational and time management skills, with the ability to handle multiple tasks and prioritize effectively.
  • Attention to detail and a commitment to accuracy in all aspects of work.
  • Ability to work independently and as part of a team, with a proactive and results-oriented approach.
  • Proficiency in Microsoft Office Suite.