Client Onboarding, Associate/ AVP

Jefferies
Tokyo
Workplace: OnsiteFull timeFunction: Business OperationsExperience: 3+ yearsSkills: ["Communication","Interpersonal skills","Organizational skills","Time management","Attention to detail"]

Coordinate and execute end-to-end client onboarding for new clients in Japan, serving as the primary point of contact and ensuring timely account setup, system access, and training. Partner with sales and account management to collect client documentation, review information for completeness and accuracy, and manage onboarding plans tailored to Japanese market nuances. Perform name screening and handle escalations while providing ongoing support as clients transition to regular account management.

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FursaFursa
Jefferies
Jefferies
2 months ago

Client Onboarding, Associate/ AVP

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live
Reposted: similar role first listed 5 months ago

Job Summary

Coordinate and execute end-to-end client onboarding for new clients in Japan, serving as the primary point of contact and ensuring timely account setup, system access, and training. Partner with sales and account management to collect client documentation, review information for completeness and accuracy, and manage onboarding plans tailored to Japanese market nuances. Perform name screening and handle escalations while providing ongoing support as clients transition to regular account management.
Location: Tokyo
Workplace: Onsite
Employment Type: Full time
Job Function: Business Operations
Seniority: Sr. Manager level

Key Responsibilities

  • •Coordinate with sales and account management to gather required client information and documentation.
  • •Review client documents for completeness and accuracy.
  • •Act as the primary point of contact to facilitate the client onboarding process.
  • •Develop onboarding plans tailored to each client and ensure timely completion of onboarding activities, including account setup, system access, and training.
  • •Conduct name screening, clear adverse news, and provide ongoing client support while escalating concerns as needed.

Key Requirements

  • •At least 3 years of experience working with Japanese clients with a strong understanding of the Japanese market.
  • •Proficiency in Japanese and English, with excellent communication and interpersonal skills.
  • •Strong organizational and time management skills to handle multiple tasks and prioritize effectively.
  • •Attention to detail and a commitment to accuracy in reviewing client information and documents.
  • •Proficiency in Microsoft Office Suite.
Experience:3+ years
Skills:CommunicationInterpersonal skillsOrganizational skillsTime managementAttention to detail
Languages:JapaneseEnglish
Tech Stack:Microsoft Office Suite

Company Brief

Jefferies
Global investment banking and capital markets firm providing advisory, underwriting, trading, research, and asset management services to corporations, governments, and institutional investors.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: New York, United States
Founded: 1962
WebsiteLinkedIn