Documentation Specialist

4 days ago


IL United States Insight Global Full time
Job Description

We are seeking a highly skilled Documentation Specialist to join our team at Insight Global. As a key member of our corporate card implementation team, you will play a critical role in supporting the onboarding process for our clients.

Key Responsibilities:

  • Coordinate the submission and return of legal agreements, KYC & AML artifacts required to onboard corp card clients
  • Act as a trusted advisor to clients and internal partners, providing guidance on legal agreements and compliance requirements
  • Responsible for providing standard legal agreements or working with internal partners to have negotiated agreements drafted
  • Instruct clients on needed KYC and AML artifacts required to facilitate the documentation review and approval process
  • Communicate and follow-up with clients and internal partners to ensure necessary legal docs and pre-requisites are met to advance the onboarding process
  • Respond to clients and internal partners inquiries related to legal agreements, AML & KYC related questions
  • Utilize email, phone, and conference call settings to communicate with clients and internal partners
  • Ensure all agreements, AML & KYC documents are accurate, executed correctly by client, and archived in system of records

Requirements:

  • Minimum of 2 years in a customer service and/or client-facing role
  • Prior banking, card, or treasury experience
  • Ability to demonstrate ownership, CARE standards, and to put client first
  • Strong team player
  • Possess strong organizational and communication skills
  • Comfortable learning and adapting to changing tech tools and work processes
  • Working knowledge of Microsoft Outlook, Microsoft Teams, and other Microsoft Office Product suites
  • Access to quiet (non-public) professional work environment given role is remote
  • Access to reliable and high-speed internet

About Insight Global:

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances.



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