Position Summary

We are looking for a professional Fintech Client Onboarding Specialist to guide new business customers through the onboarding process for digital financial products and payment services. The role focuses on collecting and validating required documentation, coordinating account activation, communicating onboarding requirements, and ensuring that customers experience a smooth transition from registration to active platform use.

The successful candidate will work closely with customer success, compliance, risk, and operations teams to support efficient onboarding while following established internal controls and applicable regulatory requirements in Estonia and the European Union.

Key Responsibilities

• Coordinate onboarding activities for new business customers, merchants, and corporate clients.

• Guide customers through registration, account setup, documentation submission, and platform activation.

• Review submitted information for completeness, consistency, and compliance with established onboarding procedures.

• Coordinate identity and business verification processes with authorised compliance and verification teams.

• Follow up on incomplete applications, missing documents, and outstanding onboarding requirements.

• Maintain accurate customer records and update onboarding progress in internal systems.

• Explain account features, platform access, payment functionality, and relevant operational procedures.

• Escalate unusual documentation, verification concerns, and potential risk indicators through established channels.

• Collaborate with compliance, payments operations, technical support, and customer success teams to resolve onboarding delays.

• Monitor onboarding turnaround times and identify opportunities to improve process efficiency.

• Maintain clear communication with customers throughout the onboarding lifecycle.

• Handle confidential customer and business information in accordance with data-protection policies.

Candidate Requirements

• Previous experience in customer onboarding, banking operations, customer support, financial administration, or a related field.

• Understanding of customer verification, KYC procedures, and business documentation requirements.

• Strong organisational skills and the ability to manage multiple applications simultaneously.

• Excellent written and verbal communication skills.

• Familiarity with CRM systems, customer databases, and document-management platforms.

• High attention to detail when reviewing information and maintaining records.

• Ability to recognise discrepancies and escalate potential compliance concerns appropriately.

• Professional proficiency in English; Estonian language skills are beneficial.

Performance Expectations

Success will be measured by onboarding turnaround time, application completeness, record accuracy, customer satisfaction, and adherence to established verification procedures.

Why This Opportunity?

This role provides practical exposure to digital financial services, customer operations, and financial compliance. You will help businesses access fintech solutions efficiently while supporting the operational standards required in a regulated financial environment.

Ideal candidate: An organised and customer-focused professional who combines clear communication, careful document handling, and a strong commitment to accurate onboarding procedures.

Are you interested in this position?

Apply by clicking on the “Apply Now” Button below!

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