Client Onboarding Specialist

About the company

Payset, a UK-based online international payments solution authorized by the UK Financial Conduct Authority (FCA) as an Electronic Money Institution (EMI), offers multi-currency accounts and currency exchange to businesses worldwide. We save clients time and money and open up new regions and possibilities for their business by simplifying how they pay and get paid locally and internationally. Our mission is to foster enduring client relationships while refining our product technology and expanding into new markets. If you have experience in fintech or a related field, we’d love to have you join our fast-growing company!

Location: Bucharest office (first 6 months) Type: Full-time

About the Role: We’re looking for a Client Onboarding Specialist who enjoys talking to people, is comfortable on the phone, and has a knack for guiding others. You’ll be the first point of contact for many of our clients — answering questions, following up on leads, helping with documents, and making sure everything runs smoothly from start to finish.

You don’t need previous experience in onboarding or finance — we’ll teach you everything you need to know. What we do need is someone who’s sales-inclined, friendly, organized, and speaks excellent English.

What You’ll Be Doing:

• Reaching out to new leads by phone, email, and WhatsApp — answering their questions and helping them get started

• Guiding clients through the onboarding steps, from choosing the right bank to submitting documents

• Following up regularly to keep things moving and make sure no lead is left behind

• Coordinating with partner banks, referral partners, and our internal compliance team

• Making sure all client documentation is submitted correctly and on time

What We’re Looking For:

• Excellent English — both written and spoken

• A people person who enjoys talking on the phone and helping others

• Comfortable with a bit of a sales vibe — you don’t need to sell a product, but you should be great at explaining value and getting clients engaged

• Organized and able to keep track of multiple clients and tasks

• Basic tech skills — nothing fancy, just familiar with email, documents, and CRM systems (we’ll train you)

• A team player with a proactive attitude