Compliance Coordinator

Compliance Coordinator

We are seeking an organized, detail-oriented, and proactive Client Onboarding & Account Coordinator to manage client onboarding, follow-ups, and ongoing account coordination. This role is focused on keeping clients moving smoothly through the onboarding process, ensuring strong communication, and making sure no tasks or details fall through the cracks.

Responsibilities:

• Manage new client onboarding from start to finish
• Coordinate and schedule onboarding/setup calls with clients
• Collect and organize all required client information and documentation
• Follow up consistently on outstanding items, documents, and payments
• Keep clients updated throughout the onboarding and setup process
• Ensure accounts are properly set up and configured in the system according to company procedures
• Maintain accurate records and documentation of client information
• Monitor onboarding progress and ensure tasks are completed timely and accurately
• Maintain ongoing communication and relationship management with existing clients
• Work closely with internal teams to ensure a smooth client experience

Qualifications:

• Strong organizational and follow-up skills
• Detail-oriented with the ability to manage multiple tasks simultaneously
• Excellent communication and client relationship skills
• Proactive, responsive, and dependable
• Comfortable coordinating with clients by phone and email
• Ability to stay on top of operational tasks and timelines
• Experience with client onboarding, account coordination, or customer operations preferred