Client Onboarding Specialist
UKPA India is hiring a Client Onboarding Specialist to manage the end-to-end client transition process for a group of accountancy and fintech firms. The role involves coordinating client enquiries, setting up accounts in platforms like Xero or QuickBooks, and ensuring compliance with UK AML and HMRC regulations. The candidate will act as the primary point of contact for clients, ensuring a smooth transition to the service team. This position offers global exposure and structured career development within a professional services environment.
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Experience
Experience not specified
Function
Operations
Work mode
Onsite, India
Company
Tier 2
What you will work on
UKPA India is hiring a Client Onboarding Specialist to manage the end-to-end client transition process for a group of accountancy and fintech firms. The role involves coordinating client enquiries, setting up accounts in platforms like Xero or QuickBooks, and ensuring compliance with UK AML and HMRC regulations. The candidate will act as the primary point of contact for clients, ensuring a smooth transition to the service team. This position offers global exposure and structured career development within a professional services environment.
TAL's take
Solid professional role within a growing group of accounting and fintech firms with international exposure and clear operational responsibilities.
Clear and coherent role description that outlines specific onboarding responsibilities and relevant accounting software stack.
Must haves
- Bachelor's degree
- Strong verbal and written communication skills
- Active listening and client trust-building
- Detail-oriented and organizational skills
- Proficiency in Excel
Tools and skills
Nice to have: crm, practice management software.
About the company
Established group of accountancy and fintech firms operating internationally with a defined India delivery model.