Client Account Specialist
2 weeks ago
Position Overview:
This is a permanent, full-time role with a hybrid work model, requiring three days per week in the office.
Client onboarding plays a crucial role in our operations, serving as one of the initial opportunities to impress our clients. Our mission is to deliver the highest quality customer experience through operational excellence and by leveraging the skills of our dedicated service-oriented team. We collaborate proactively with Sales, Client Services, and Compliance teams to ensure transparency in our processes and facilitate a seamless onboarding experience for prospective clients.
Key Responsibilities:
- Conduct thorough due diligence on new account applications and documentation to verify compliance and accuracy.
- Possess a comprehensive understanding of onboarding practices and regulations related to Anti-Money Laundering (AML) and Know Your Customer (KYC).
- Ensure timely and precise account processing by collaborating closely with internal teams to address issues and establish new accounts in line with our service standards.
- Develop and maintain effective relationships with key internal and external stakeholders.
- Identify and address gaps in required client documentation necessary for account approval.
- Keep management informed of any processing challenges and potential concerns.
- Create and manage user accounts and permissions effectively.
- Oversee and execute internal projects or individual tasks as assigned.
- Foster a culture of continuous improvement by identifying and engaging in opportunities to enhance our onboarding process.
Qualifications:
- Demonstrated determination, passion, and adaptability.
- Ability to work effectively within a solution-oriented team environment.
- Strong organizational and prioritization capabilities.
- Proven multitasking abilities and a proactive team player mentality.
- Excellent verbal, written, and interpersonal communication skills.
- Capacity to self-manage effectively to meet deadlines and client service level agreements in a high-pressure, high-volume environment.
- Proficiency in a Microsoft Windows environment.
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