Onboarding & Client Lifecycle Manager

Onboarding & Client Lifecycle Manager
Flexible within region (EMEA, Americas, or APAC)
Full-time
Hybrid

INTRO

CSC is transforming its onboarding function into a global Client Lifecycle Management organization, creating a consistent, scalable, and client-centric operating model across the client journey. The Onboarding & Client Lifecycle Manager is the single accountable case owner for onboarding from initiation through activation, coordinating stakeholders, managing timelines, and ensuring KYC/AML readiness and controls. This role combines disciplined case management, regulatory awareness, data quality focus, and a strong client-service mindset. Over time, the role will expand to support periodic reviews, trigger events, client maintenance, and offboarding.

KEY RESPONSIBILITIES

• Own each onboarding case end-to-end from initiation through activation, maintaining a clear plan with actions, owners, dependencies, and timelines
• Confirm onboarding scope, service requirements, contracting and service entities, and jurisdiction-specific onboarding requirements
• Coordinate Relationship Management, KYCS/KYC Operations, Compliance, Legal, Finance, Operations, and other stakeholders to drive progress and resolve blockers
• Create, maintain, and accurately update the onboarding workflow and client pre-active status in relevant systems to support governance and reporting
• Own the onboarding documentation pack, including required jurisdictional documentation and FATCA/CRS information where applicable
• Initiate KYCS/KYC engagement with a complete and well-structured case file, including CDD documentation where required
• Review KYCS/KYC outputs, challenge gaps or inconsistencies, obtain missing information, maintain a clear audit trail, and support quality assurance
• Coordinate enhanced due diligence (EDD) and remediation actions (including adverse media review) in partnership with Compliance, MLRO, KYCS, and Relationship Management
• Prepare or coordinate risk acceptance and approval packs for medium- or high-risk onboarding, capturing risk ratings, decisions, conditions, and approval evidence
• Log, track, and evidence all onboarding conditions (owner, due date, dependency), manage ageing and escalations, and confirm activation readiness prior to go-live

REQUIRED QUALIFICATIONS

• Experience in onboarding, client lifecycle management, KYC/AML, operations, corporate services, fund administration, banking, or a related financial services environment
• Working knowledge of AML, KYC, CDD, sanctions screening, beneficial ownership, FATCA, CRS, and relevant local regulatory requirements
• Demonstrated ability to manage complex onboarding cases, coordinate multiple stakeholders, and deliver outcomes across competing dependencies
• Strong attention to detail, data quality discipline, and ability to maintain clear evidence, approvals, decisions, and audit trails
• Excellent communication, organization, prioritization, and problem-solving skills, including confident escalation management

PREFERRED QUALIFICATIONS
• Familiarity with CSC products, services, and client segments
• Experience using workflow, onboarding, or client lifecycle management technology solutions and case-management tools
• Project or program management experience supporting operating model, controls, or process transformation

CAREER PATH / COMPENSATION

Career growth at CSC is supported through internal mobility and expanding scope as the global Client Lifecycle Management model matures. Typical progression opportunities may include:

• Senior Onboarding & Client Lifecycle Manager
• Client Lifecycle Team Lead / Manager (people leadership track)
• Global Client Lifecycle Governance, Controls, or Transformation Lead (cross-functional track)

Compensation is competitive and aligned to local market practice and the role’s scope and experience. Employees may be eligible for annual Success Sharing bonuses or role-based incentive plans based on individual performance and business results, subject to local plan terms.

• Manage and coordinate the KYC process for new and existing clients, ensuring timely and accurate completion.
• Act as the single point of accountability for onboarding cases, collaborating with stakeholders to develop and execute onboarding plans.
• Monitor and track risks, approvals, and conditions throughout the client lifecycle, ensuring compliance with regulatory requirements.
• Confirm activation readiness and support periodic reviews, trigger events, and client maintenance activities.
• Maintain strong communication with stakeholders, providing regular updates on KYC progress and any potential issues.
• Ensure data quality and accuracy by implementing and maintaining robust data management practices.
• Stay updated on regulatory changes and industry best practices, incorporating them into our KYC processes.
• Collaborate with the operations team to identify and implement process improvements, enhancing efficiency and client satisfaction.
• Provide training and support to team members on KYC procedures and regulatory awareness.
• Contribute to the development and documentation of standard operating procedures for KYC services.

• Bachelor's degree in Business, Finance, Law, or a related field.
• Minimum 3 years of experience in a similar role, preferably in a financial services or professional services environment.
• Strong knowledge of regulatory requirements, particularly in the areas of KYC and AML.
• Excellent communication and stakeholder management skills, with the ability to build relationships across teams.
• Proficiency in data analysis and attention to detail, with a focus on data quality and accuracy.
• Ability to work independently and manage multiple tasks simultaneously, with strong organizational skills.
• Familiarity with case management tools and techniques is preferred.
• Analytical mindset with problem-solving abilities.
• Willingness to stay updated on industry trends and regulatory changes.
• Excellent written and verbal communication skills, with the ability to convey complex information clearly.