Blueberry is a global trading brand built on trust, transparency, and truly exceptional client experiences. That starts with onboarding, the first moment a new client enters our world.
As a Client Onboarding Specialist, you’ll help set the tone for a seamless, compliant, and high-quality experience. You’ll guide clients through the setup process, review documentation, and ensure everything checks out, laying the groundwork for lasting relationships built on confidence and care.
Job Description
We’re looking for a detail-oriented and client-focused Onboarding Specialist to join our Sydney team. You’ll manage the end-to-end onboarding journey, from collecting documents to performing due diligence, while working closely with the Sales and Compliance teams.
It’s part operations, part customer care, and fully essential to how we grow responsibly.
Note: At Blueberry, moving with purpose means showing up, connecting, and building momentum together. This role is based onsite in Sydney, Monday to Friday, where the real magic happens.
How You’ll Make an Impact
Manage the full onboarding process for new clients
Conduct KYC and AML checks to ensure every account is compliant
Review customer documentation and identification files thoroughly
Collaborate with the Sales team to collect and verify onboarding documents
Identify and escalate any suspicious findings in line with compliance policies
Keep clear records of all onboarding actions for audits and internal review
Help improve internal processes based on emerging trends and regulations
Meet and exceed KPIs related to accuracy, timeliness, and service quality
Desired Skills and Experience
Who We’re Hoping to Find
1–2 years of experience in client onboarding, account management, or customer service
Tertiary qualification in Finance, Business, or a related field preferred
Completed or willing to complete RG146 Financial Services accreditation
Strong understanding of compliance, customer identification, and onboarding regulations
High attention to detail and excellent time management
Strong written and verbal communication skills (English)
Analytical thinker with solid judgment and problem-solving skills
Familiar with CRM systems like Salesforce or HubSpot
Team player with a passion for excellent customer service