Onboarding & Client Lifecycle Manager
Corporation Service Company · Guernsey
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.
CSC is a global business, legal, and financial services company based in Wilmington, Delaware, USA, providing knowledge-based solutions to clients worldwide. We have offices and capabilities in over 140 jurisdictions in the Americas, Europe, Asia Pacific, and the Middle East, and more than 8,000 colleagues. We are the business behind business.®
Visit our careers site to learn more about CSC and our commitment to our clients, communities, and each other.
CSC is committed to creating a feeling of belonging through a diverse and growth-oriented environment where everyone is valued.
CSC colleagues have global career opportunities and excellent benefits, including annual success-sharing bonuses or commission plans based on individual performance. To learn more, visit cscglobal.com/service/careers.
We offer a range of support to colleagues with disabilities, ensuring people have the necessary resources to thrive in their roles. We encourage candidates to work closely with our talent acquisition partners to convey their specific needs. Our commitment to accessibility reflects our broader dedication to diversity and belonging,
CSC only accepts resumes from employment agencies that are part of our approved supplier program. Resumes submitted from other agencies either to talent acquisition, our hiring leaders, employees, or through any other mechanism other than our supplier process, will not be eligible to claim related fees and the submitted resumes will be considered property of CSC.
We encourage candidates to apply directly to our website and not through third-party sources.
Disclaimer: The information above describes the general nature and level of work performed by employees in this role. It is not intended to describe all duties, responsibilities, and qualifications.
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