Treasury client onboarding - Process executive/Process Specialist/Lead

2 - 6 years

0 Lacs

Posted:1 day ago| Platform: Shine logo

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On-site

Job Type

Full Time

Job Description

Role Overview: You will be responsible for managing client onboarding processes, coordinating with internal teams for timely account setup, handling client requests for account maintenance, monitoring account activity for compliance with regulatory requirements, supporting account offboarding processes, responding to client inquiries efficiently, and identifying process improvements to enhance client experience and operational efficiency. Additionally, you will assist in preparing reports and documentation for audits and reviews while ensuring confidentiality and security of all client information. Key Responsibilities: - Manage client onboarding processes, including collecting and verifying required documentation - Coordinate with internal teams to ensure timely account setup and activation - Handle client requests for account maintenance, updates, and modifications - Monitor account activity and ensure compliance with regulatory requirements - Support account offboarding processes, including account closures and data archiving - Respond promptly to client inquiries and resolve service issues efficiently - Identify process improvements to enhance client experience and operational efficiency - Assist in preparing reports and documentation for audits and reviews - Ensure all client information is handled with confidentiality and security Qualifications Required: - Bachelor's Degree in a related field - Experience in client onboarding, account maintenance, and account offboarding - Strong skills in account management, transformation, client management, and treasury accounting Note: No additional information about the company was provided in the job description.,

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