Customer Onboarding Specialist

Added
4 hours ago
Type
Full time
Salary
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Related skills

crm kyc microsoft office

๐Ÿ“‹ Description

  • Act as the primary onboarding contact for new business partners, explaining onboarding
  • Collect business information, Know Your Customer (KYC) documentation, ownership details, and other
  • Review submitted documents and information to ensure completeness, accuracy, and consistency
  • Enter and maintain partner information and documentation within the appropriate CRM platforms and
  • Collaborate with the Compliance team to coordinate document reviews, respond to additional
  • Monitor the progress of individual onboarding cases, identify potential delays, resolve issues

๐ŸŽฏ Requirements

  • At least 1 year of professional experience in customer onboarding, customer support, account
  • Strong attention to detail, with practical experience reviewing documents, validating customer
  • Excellent written and verbal communication skills, with the ability to explain processes and
  • Strong organisational and follow-up abilities, including the capacity to manage multiple onboarding
  • Familiarity with CRM platforms, document management systems, Microsoft Office, and other standard
  • Good judgement when handling sensitive and confidential information, with an understanding of when

๐ŸŽ Benefits

  • Competitive USD Salary: Attractive compensation paid consistently every month, regardless of your
  • Performance-Based Incentives: Additional financial rewards recognising individual achievements and
  • Paid Annual Leave: 10 days of paid vacation per year.
  • Public Holidays: Paid time off on all U.S. federal holidays.
  • 100% Remote Work: Work from anywhere in Anywhere, provided you have a professional home-working
  • International Exposure: Opportunity to work within the rapidly growing global fintech and
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