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Onboarding Specialist CDD

You will support client onboarding by collecting and verifying documents and information. You will conduct due diligence for corporate, business, and institutional clients; investigate cases; research customer risk; monitor accounts and transactions; and help improve AML and operational procedures.

Responsibilities

  • Assist with client onboarding by collecting and verifying necessary documents and information
  • Conduct customer due diligence for corporate, business, and institutional clients
  • Ensure customer profiles are accurate and complete during verification
  • Handle Level 2 investigation cases
  • Research and analyze customer data to assess risk and identify potential illicit activities
  • Monitor customer accounts and transactions for suspicious or fraudulent activity
  • Collaborate to enhance AML and operations policies and procedures
  • Perform ad hoc tasks assigned by supervisors

Requirements

  • Bachelor's degree in finance, accounting, compliance, or a related field
  • 3–5 years of experience in operations, compliance, or risk management
  • Research and analysis
  • Compliance software, database, and investigation-tool proficiency
  • Knowledge of AML regulations and KYC/CDD requirements
  • Chinese language proficiency

Benefits

  • Casual dress code
  • Free coffee, tea, drinks, fruits, and snacks
  • In-house gym facilities
  • Regular company activities

See also

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