Job description
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role summary:
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the primary objective of this role is to oversee the onboarding process for clients, ensuring a seamless and efficient experience. This involves interacting with customers, reviewing documentation, setting up systems, and resolving any issues that may arise.
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key responsibilities:
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* manage customer interactions and document reviews;
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* set up systems and resolve issues in a timely and accurate manner;
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* maintain high levels of diligence, motivation, and organizational skills;
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* deliver superior customer service and resolve customer issues;
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* perform day-to-day management of account opening and maintenance processing;
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* ensure account opening requirements are clearly defined to support all scenarios of account opening and maintenance requirements;
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* develop new work procedures, analyze complex and variable issues with significant departmental impact;
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* support the planning and hiring of staff, training, guiding, coaching, developing, and appraising personnel based on meritocracy;
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* encourage cross-functional training for staff to enrich their skill base;
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* optimize manpower to achieve higher productivity levels;
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* identify and develop high performers for next-level jobs/mid-management positions;
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* ensure teams deliver as per service level agreements;
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* understand client requirements and implement them correctly;
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* monitor customer satisfaction and service level and drive process changes;
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required skills and qualifications
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qualifications:
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* 6-10 years of experience in documentation review, account maintenance, and related cash products;
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* bachelor's degree in finance or economics;
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* good interpersonal communication skills, able to communicate with internal and external business partners;
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* consistently demonstrates clear and concise written and verbal communication skills;
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* demonstrated project management skills, including financial cost management skills;
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* advanced execution skills in a multi-tasking mode;
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* exposure to customer service and handling of system, testing, and rollouts;
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* ability to achieve business objectives without compromising on controls and risk parameters established;
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* ability to interact confidently with senior management and/or regulators;
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* ability to coach and develop people, identifying and retaining talent;
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* proficient knowledge of english (written and spoken).
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benefits
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this role offers a dynamic and challenging environment where you can grow professionally and personally. You will have the opportunity to develop your skills, work with experienced professionals, and contribute to the success of our organization.
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we offer a competitive compensation package, including salary, bonuses, and benefits. We also provide opportunities for career advancement, professional development, and recognition of outstanding performance.
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others
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our organization values diversity and inclusion. We strive to create an inclusive culture where everyone feels valued and respected. We are committed to providing equal opportunities for all employees and candidates, regardless of their background, race, gender, religion, or disability.
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if you are a motivated and results-driven individual who is passionate about delivering exceptional customer service, we encourage you to apply for this exciting opportunity. Please submit your resume and cover letter to be considered for this role.
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