Client Onboard Rep

As a Client Onboard Rep 5, your role involves performing relatively complex assignments with direct impact on the business. You will work under minimal supervision and handle an expansive range of products/services. It is crucial to apply your working knowledge of technical and professional principles, as well as understand how your duties contribute to the team's objectives. Your responsibilities include: - Processing clients" requests related to system set up - Coordinating with internal partners for systems maintenance - Providing responses to client and internal inquiries - Preparing documentation for archiving - Applying appropriate bank regulations - Ensuring high accuracy and effectiveness in processing clients" instructions - Identifying and suggesting process improvements - Participating in trainings, projects, conference calls, and systems testing - Supporting the Manager with quality assurance process - Participating in user acceptance tests of new systems - Executing tasks detailed within the document Qualifications required for this role include: - Previous experience in financial services preferred - Knowledge of bank products for opening and maintaining bank accounts - Customer communication experience - Knowledge in finances and banking - High attention to detail - Good PC skills (Excel, Word) - Fluent in written and spoken English - Ability to work under pressure and meet deadlines - Goal-oriented with a desire for new challenges - Customer-focused - Self-motivated with high competency to follow through - Ability to organize work and manage time effectively - Flexible and adaptable approach to a changing work environment - Assertiveness - Demonstrated initiative and creativity in problem-solving - Proficient knowledge of English Education requirement: - High School diploma or equivalent This position falls under the Job Family Group of Customer Service and the Job Family of Institutional Client Onboarding. It is a full-time role that requires the most relevant skills as listed above.,