Client onboarding specialist (contract to perm)

Your tasks

Administrative Support Conduct administration work, including maintaining referral and customer records, coordinating communications, scheduling appointments, and ensuring timely follow-up. Maintain records, documentation, and files. Prepare presentations, reports, and other documentation as and when needed.

Financial Operations Conduct financial operations and management, such as supporting banking transactions as a maker, conducting purchases, filing expense claims, reconciling accounts, maintaining financial records, and collaborating with relevant internal and external teams to ensure smooth processes and operations.

Customer Referral Support and facilitate referrals of customers to the bank, conduct pre-requisite KYC/DD and information collection before referrals, help address customer inquiries, resolve issues, and deliver positive customer experience. Serve as a point of contact for clients, business partners, and various stakeholders. Ensure confidentiality and proper handling of sensitive internal and customer information.