Onboarding & Client Lifecycle Manager

Onboarding & Client Lifecycle Manager Flexible within region (EMEA, Americas, or APAC) Full-time Hybrid INTRO CSC is transforming its onboarding function into a global Client Lifecycle Management organization, creating a consistent, scalable, and client-centric operating model across the client journey. The Onboarding & Client Lifecycle Manager is the single accountable case owner for onboarding from initiation through activation, coordinating stakeholders, managing timelines, and ensuring KYC/AML readiness and controls. This role combines disciplined case management, regulatory awareness, data quality focus, and a strong client-service mindset. Over time, the role will expand to support periodic reviews, trigger events, client maintenance, and offboarding. KEY RESPONSIBILITIES • Own each onboarding case end-to-end from initiation through activation, maintaining a clear plan with actions, owners, dependencies, and timelines • Confirm onboarding scope, service requirements, contracting and service entities, and jurisdiction-specific onboarding requirements • Coordinate Relationship Management, KYCS/KYC Operations, Compliance, Legal, Finance, Operations, and other stakeholders to drive progress and resolve blockers • Create, maintain, and accurately update the onboarding workflow and client pre-active status in relevant systems to support governance and reporting • Own the onboarding documentation pack, including required jurisdictional documentation and FATCA/CRS information where applicable • Initiate KYCS/KYC engagement with a complete and well-structured case file, including CDD documentation where required • Review KYCS/KYC outputs, challenge gaps or inconsistencies, obtain missing information, maintain a clear audit trail, and support quality assurance • Coordinate enhanced due diligence (EDD) and remediation actions (including adverse media review) in partnership with Compliance, MLRO, KYCS, and Relationship Management • Prepare or coordinate risk acceptance and approval packs for medium- or high-risk onboarding, capturing risk ratings, decisions, conditions, and approval evidence • Log, track, and evidence all onboarding conditions (owner, due date, dependency), manage ageing and escalations, and confirm activation readiness prior to go-live REQUIRED QUALIFICATIONS • Experience in onboarding, client lifecycle management, KYC/AML, operations, corporate services, fund administration, banking, or a related financial services environment • Working knowledge of AML, KYC, CDD, sanctions screening, beneficial ownership, FATCA, CRS, and relevant local regulatory requirements • Demonstrated ability to manage complex onboarding cases, coordinate multiple stakeholders, and deliver outcomes across competing dependencies • Strong attention to detail, data quality discipline, and ability to maintain clear evidence, approvals, decisions, and audit trails • Excellent communication, organization, prioritization, and problem-solving skills, including confident escalation management PREFERRED QUALIFICATIONS • Familiarity with CSC products, services, and client segments • Experience using workflow, onboarding, or client lifecycle management technology solutions and case-management tools • Project or program management experience supporting operating model, controls, or process transformation CAREER PATH / COMPENSATION Career growth at CSC is supported through internal mobility and expanding scope as the global Client Lifecycle Management model matures. Typical progression opportunities may include: • Senior Onboarding & Client Lifecycle Manager • Client Lifecycle Team Lead / Manager (people leadership track) • Global Client Lifecycle Governance, Controls, or Transformation Lead (cross-functional track) Compensation is competitive and aligned to local market practice and the role’s scope and experience. Employees may be eligible for annual Success Sharing bonuses or role-based incentive plans based on individual performance and business results, subject to local plan terms. Manage and coordinate the KYC process for new and existing clients, ensuring timely and accurate completion. Act as the single point of accountability for onboarding cases, collaborating with stakeholders to develop and execute onboarding plans. Monitor and track risks, approvals, and conditions throughout the client lifecycle, ensuring compliance with regulatory requirements. Confirm activation readiness and support periodic reviews, trigger events, and client maintenance activities. Maintain strong communication with stakeholders, providing regular updates on KYC progress and any potential issues. Ensure data quality and accuracy by implementing and maintaining robust data management practices. Stay updated on regulatory changes and industry best practices, incorporating them into our KYC processes. Collaborate with the operations team to identify and implement process improvements, enhancing efficiency and client satisfaction. Provide training and support to team members on KYC procedures and regulatory awareness. Contribute to the development and documentation of standard operating procedures for KYC services. Bachelor's degree in Business, Finance, Law, or a related field. Minimum 3 years of experience in a similar role, preferably in a financial services or professional services environment. Strong knowledge of regulatory requirements, particularly in the areas of KYC and AML. Excellent communication and stakeholder management skills, with the ability to build relationships across teams. Proficiency in data analysis and attention to detail, with a focus on data quality and accuracy. Ability to work independently and manage multiple tasks simultaneously, with strong organizational skills. Familiarity with case management tools and techniques is preferred. Analytical mindset with problem-solving abilities. Willingness to stay updated on industry trends and regulatory changes. Excellent written and verbal communication skills, with the ability to convey complex information clearly.