Support banking operations through client onboarding, account registration, and compliance documentation. Coordinate client cases across assignment-based schedules, including full-time or part-time arrangements.
HR Service Jobs is seeking a detail-oriented coordinator for financial services accounts. This role guides clients through forms, verification, account setup, and service activation. It also maintains records, monitors milestones, and coordinates with compliance, operations, and account management.
Key Responsibilities:
- Guide clients through forms and onboarding procedures
- Assist with profile creation and service activation
- Identify missing information and documentation gaps
- Support KYC and AML documentation workflows
- Maintain trackers, dashboards, reports, and digital records
Requirements:
- Basic understanding of financial account opening procedures
- Familiarity with spreadsheets and digital document management
- Ability to learn CRM and onboarding software
- Systematic approach to follow-ups and recordkeeping
- Confidential handling of sensitive financial information
Develop practical banking administration expertise while coordinating client files, account setup activities, documentation checks, and compliance support accurately.
Client Onboarding Specialist Banking Operations employer: HR Service Jobs
At HR Service Jobs, we pride ourselves on being an exceptional employer that champions a flexible and inclusive remote work culture. Our commitment to employee growth is evident through comprehensive professional development opportunities and a supportive environment where your contributions directly influence our people strategy. Join us to be part of a dynamic team that values innovation and collaboration, all while enjoying the benefits of a competitive salary and a healthy work-life balance.
