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
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