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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
- Getting Things Done: Deliver on objectives promptly, prioritize workload, and remain professional under pressure.
- Communication & Sharing Knowledge: Communicate confidently, clearly, and accurately; maintain accurate records and effectively use new technology.
- Customer Service: Maintain a positive attitude to find solutions in line with regulated principles and use customer feedback to improve service.
- Effectiveness & Adaptability: Handle a high volume of work, strive for continual improvements, and present a positive approach to change.
- Team Working: Share knowledge, skills, and experience with colleagues; understand team goals and support others.
Candidate Profile
- Previous office experience
- Experience providing customer service over the phone
- Client-focused with a concern for quality
- Good understanding of AML principles
- Diligent worker with high attention to detail
Contractual Hours
9.00am to 5.30pm, Monday to Friday
