Are you detail-oriented and passionate about providing excellent customer service? Join our client's team as an Onboarding Administrator! You'll play a crucial role in processing clients' account opening paperwork, ensuring all requirements are met, and assisting clients with their queries. Be part of a dynamic team that values precision and client satisfaction.
Key Accountabilities
* Send and Chase Paperwork: Distribute account opening paperwork to clients and follow up as needed.
* Client Assistance: Provide support over the phone for any queries related to account opening paperwork.
* Process Paperwork: Ensure client account opening paperwork is processed and set up on the system.
* AML Knowledge: Maintain a broad understanding of anti-money laundering (AML) principles.
* Compliance Checks: Perform checks, review client documentation, and ensure compliance with regulatory guidelines.
* Error Checking: Review accounts for errors and escalate issues when necessary.
Key Competencies
1. Getting Things Done: Deliver on objectives promptly, prioritize workload, and remain professional under pressure.
2. Communication & Sharing Knowledge: Communicate confidently, clearly, and accurately; maintain accurate records and ef...