Senior onboarding process and solution specialist
Senior onboarding process and solution specialist

Senior onboarding process and solution specialist

Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Lead the onboarding process and enhance customer experience for international clients.
  • Company: Join WorldFirst, a dynamic FinTech shaking up the financial services industry.
  • Benefits: Inclusive workplace, career growth opportunities, and a chance to make a global impact.
  • Why this job: Be part of a team that simplifies international business for SMEs worldwide.
  • Qualifications: Experience in onboarding processes and strong problem-solving skills required.
  • Other info: Fluency in Chinese is a plus; diverse candidates encouraged to apply.

The predicted salary is between 36000 - 60000 £ per year.

WorldFirst is a subsidiary of Ant International, a global digital payment and financial services leader. Through the World Account, WorldFirst is meeting the needs of SMEs engaged in international trade or business, both online via marketplaces or websites, as well as offline to support importers and exporters. This includes global collection (receiving payments), making payments, currency conversion, risk management to help WorldFirst customers reduce costs, improve turnover efficiency to generate more revenue and sales, and quickly capture global business opportunities. WorldFirst serves one million customers worldwide and is connected to over 100 marketplaces. WorldFirst is shaking up the financial services industry - our mission as a FinTech is ‘to make it easy to do business anywhere’.

What You’ll Do:

  • WorldFirst's Onboarding team is responsible for the successful registration and accreditation of all UK and EEA customers, including design and development of end-to-end onboarding process and the management of onboarding operation team.
  • The team is part of the International Risk Management to ensure we can onboard our customers quickly, efficiently and compliantly.
  • Specializing in CDD and KYC, the Onboarding team interacts daily with Product, Tech and Customer facing teams to enhance customer experience from the very start of their journey with WorldFirst.
  • Design end to end onboarding flow, identify risks within onboarding journey, provide risk remediation solution, and drive the implementation of product solution and operation efficiency.
  • Design optimization plan of the client-facing portal to promote better customer onboarding experience and higher conversion rate.
  • Identify vendor/in-house built risk solution for onboarding journey, drive the integration with product and tech team to achieve risk mitigation and compliance.
  • Work with different risk owners and stakeholders within WorldFirst, own the continuous upgrade of the onboarding SOP.
  • Manage a team of onboarding operation specialists, and work closely with Sales.

Chinese language skills would be a strong advantage. This is not a pure onboarding operation role - we need the candidate to have knowledge to drive the continuous upgrade of current onboarding product solution.

Who We Are:

WorldFirst is proud to be an equal opportunity employer. We are passionate about creating a diverse and inclusive workplace where our people feel that they belong and can reach their full potential. We believe our differences are our strengths and are committed to recruiting, developing and retaining a team from a variety of backgrounds, perspectives, and skills. We encourage applications from all individuals regardless of race, age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, religion or belief, and marriage and civil partnership.

Senior onboarding process and solution specialist employer: WorldFirst

WorldFirst is an exceptional employer, offering a dynamic work environment that fosters innovation and collaboration within the financial services sector. With a strong commitment to diversity and inclusion, employees are encouraged to grow their skills and advance their careers while contributing to meaningful projects that support SMEs globally. Located in a vibrant area, the company provides unique opportunities for professional development and a supportive culture that values every team member's contributions.
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Contact Detail:

WorldFirst Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Senior onboarding process and solution specialist

✨Tip Number 1

Network like a pro! Reach out to current or former employees at WorldFirst on LinkedIn. A friendly chat can give us insider info about the company culture and the onboarding team, plus it might just get your foot in the door.

✨Tip Number 2

Prepare for the interview by understanding the onboarding process inside out. Brush up on CDD and KYC regulations, and think of examples from your past experience that showcase your problem-solving skills. We want to see how you can drive efficiency!

✨Tip Number 3

Show off your passion for FinTech! Research WorldFirst’s mission and values, and be ready to discuss how you can contribute to making it easy for businesses to operate globally. We love candidates who align with our vision.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows us you’re genuinely interested in joining the WorldFirst family.

We think you need these skills to ace Senior onboarding process and solution specialist

Onboarding Process Design
Customer Due Diligence (CDD)
Know Your Customer (KYC)
Risk Management
Compliance Knowledge
Stakeholder Management
Team Management
Process Optimization
Technical Integration
Project Management
Data Analysis
Communication Skills
Problem-Solving Skills
Adaptability
Chinese Language Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Senior Onboarding Process and Solution Specialist role. Highlight relevant experience in onboarding, risk management, and any tech-savvy skills you have. We want to see how your background aligns with our mission at WorldFirst!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how you can contribute to our team. Be sure to mention any specific experiences that relate to the onboarding process and customer experience.

Showcase Your Problem-Solving Skills: In your application, don’t forget to showcase your problem-solving skills. We’re looking for someone who can identify risks and drive solutions, so share examples of how you've tackled challenges in previous roles. This will help us see your potential impact at WorldFirst!

Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!

How to prepare for a job interview at WorldFirst

✨Know Your Onboarding Processes

Make sure you understand the end-to-end onboarding processes, especially in relation to CDD and KYC. Brush up on how these processes work at WorldFirst and be ready to discuss how you can enhance them.

✨Showcase Your Problem-Solving Skills

Be prepared to share examples of how you've identified risks in previous onboarding journeys and the solutions you implemented. This will demonstrate your ability to drive continuous improvement, which is key for this role.

✨Familiarise Yourself with Stakeholder Management

Since you'll be working closely with various teams, it’s crucial to highlight your experience in managing relationships with different stakeholders. Think of specific instances where you collaborated effectively to achieve a common goal.

✨Emphasise Your Leadership Experience

As you'll be managing a team of onboarding specialists, be ready to discuss your leadership style and any relevant experiences. Share how you've motivated teams in the past and how you plan to foster a collaborative environment.

Senior onboarding process and solution specialist
WorldFirst
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  • Senior onboarding process and solution specialist

    Full-Time
    36000 - 60000 £ / year (est.)
  • W

    WorldFirst

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