Description

In this role, you will manage client onboarding processes, ensuring high-quality service and compliance with regulations. Your daily responsibilities will include resolving customer issues, collaborating with various teams, and maintaining a strong risk culture.

Requirements

• •3-5 years of experience in documentation review, client onboarding, account opening, and client contact in financial institutions
• •Demonstrated interpersonal skills and pro-active teamwork
• •Ability to work independently
• •Exceptional written and verbal communication skills
• •Highly motivated and persistent
• •Ability to work in a structured, high volume, time sensitive, high-risk environment
• •Capable of prioritizing and eager to learn multiple products
• •Strong attention to detail
• •Willingness to go the extra mile
• •Proficient in Microsoft Office applications
• •Proficient in handling urgent and escalation cases
• •Proficient knowledge of English (written and spoken)
• •Bachelor’s/University degree or equivalent experience

Tasks

• •Manage customer interactions and documentation issuance
• •Review and set up systems for client onboarding
• •Oversee daily management of client onboarding processes
• •Define client onboarding requirements for account openings
• •Deliver high-quality service to customers and internal partners
• •Ensure timely and accurate execution of client onboarding functions
• •Resolve customer issues and provide superior customer service
• •Participate in project management within client onboarding services
• •Manage cross-functional relationships with various teams
• •Meet or exceed customer expectations based on service level agreements
• •Support new customer requirements and initiatives
• •Ensure compliance with internal processes and regulations
• •Maintain a strong culture of risk and controls within the team
• •Perform routine tasks while developing broader contextual knowledge
• •Exercise independent judgment and autonomy in decision-making
• •Assess risk in business decisions to protect the firm's reputation
• •Drive compliance with laws and regulations, reporting control issues transparently

Tools & Technologies