The Client Servicing & Business Executive will play a critical role in ensuring a seamless client onboarding experience by managing the account opening process, performing compliance checks, and supporting the team in delivering exceptional service to new clients.
This role is ideal for someone who is proactive, customer-focused, and thrives in a fast-paced environment.
Key Responsibilities
Manage the end-to-end client onboarding process, including account opening, documentation review, and activation
Ensure accuracy and completeness of all client documentation in line with internal standards and regulatory requirements
Perform KYC and AML due diligence checks in compliance with relevant guidelines
Serve as a primary contact for new clients during the onboarding phase, addressing inquiries and ensuring a smooth transition
Coordinate closely with internal stakeholders including Compliance, Operations, and Product Specialists to facilitate timely account setup
Monitor onboarding progress, provide status updates, and proactively follow up to minimize delays
Support the team with account documentation, client records, and post-onboarding servicing requirements
Build long-term relationships by providing personalized support and ensuring client satisfaction
Maintain accurate client records and ensure confidentiality of sensitive information
Requirements
Bachelor degree or diploma from reputable institutions
Relevant experience in client onboarding, account servicing, or operations within wealth management, private banking, or financial services
Strong understanding of KYC, AML, and regulatory frameworks governing client onboarding
Excellent communication and interpersonal skills, with a professional and client-centric approach
High level of attention to detail, accuracy, and organizational skills
Possess future oriented mindset, strive to innovate and adapt to changes
Strong understanding of inter-dependencies within the team and able to collaborate effectively across departments
Ability to thrive in a fast-paced environment and remain empathetic, passionate and resilient
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