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Financial Services Specialist
2 weeks ago
We are seeking a Client Onboarding Process Manager to join our team. As a key member of our Transaction Banking Promotion Department, you will be responsible for supporting Relationship Managers in the client onboarding process.
Your primary responsibilities will include:
- Seeking customer feedback to improve the onboarding experience
- Establishing communication protocols with customers and internal stakeholders
- Responding to customer inquiries and requests
- Coordinating additional KYC requirements and ensuring signature specimens and board resolutions are captured correctly
- Providing monitoring and support to customers post 'Go-Live'
You will work closely with our sales, products, and operations teams to ensure a seamless onboarding experience for our clients.