Client Onboarding, Associate/ AVP

Job description

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.