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Associate, Client Onboarding
4 weeks ago
Responsibilities
- Conduct thorough reviews of client account information and supporting documentation to ensure compliance with regulatory requirements
- Coordinate the onboarding process for new clients, liaising with internal and external stakeholders to gather necessary information and complete all necessary paperwork
- Maintain accurate and up-to-date client records and documentation
- Provide exceptional customer service and respond to client inquiries in a timely and professional manner
- Collaborate with cross-functional teams to identify and implement process improvements
Requirements
- Minimum Diploma or relevant qualification
- Client account management or client onboarding role within the Banking & Financial Services industry is an advantage but not necessary
- Must be comfortable with high volumes of documentation and paperwork
- Demonstrated problem-solving and critical thinking skills to identify and resolve issues
- Good communication skills with the ability to work independently as well as collaboratively within a team environment
Account Management
Microsoft Excel
Ability To Work Independently
Client Service Oriented
Critical Thinking
Exceptional Customer Service
Customer Success
Administration
Good Communication Skills
Administrative Support
Team Player
Microsoft Word
Financial Services