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 Degree or relevant qualification
Client account management or client onboarding role within the Banking & Financial Services industry is an advantage
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
