Principal Duties and Responsibilities:
- Develop and maintain onboarding plans, checklists, and timelines tailored to customer needs.
- Oversee the collection, validation, and submission of required documentation and agreements.
- Monitor onboarding progress, identify potential risks or delays, and proactively escalate issues for resolution.
- Ensure that all system setups, access permissions, and integrations are completed in coordination with technical teams.
- Conduct onboarding reviews and post-onboarding evaluations to assess satisfaction and identify areas for improvement.
- Maintain accurate onboarding records and prepare reports and metrics on performance, timelines, and customer satisfaction.
- Contribute to the enhancement of onboarding processes and tools to improve efficiency and client experience.
- Ensure compliance with company policies, contractual obligations, and regulatory requirements during onboarding.
Key Accountabilities:
- Carry out daily operations assigned for the department to comply with the company s standards.
- Prepare timely and accurate department reports to meet the requirements, objectives, and standards of the company and the department.
- Ensure the satisfaction of internal and external customers to address their needs in a courteous and timely manner.
- Follow all relevant policies, procedures, and processes in order for the work to be carried out in a controlled and consistent manner.
- Contribute to the identification of opportunities for continuous improvement of processes and practices, work processes, cost effectiveness, and productivity enhancement.
- Promote to other employees within the organization the implementation and adherence to policies, procedures, processes, and instructions.
- Maintain a good and respectful relationship with other colleagues and represent the company in a good image.
Skills Required:
- Proactivity
- Analytical skills
- Communication skills
- Problem-solving skills
- Project management skills
Education and Certifications:
- Bachelor Degree in Business Administration, Marketing or similar is required, Master Degree is preferred.
- Professional certifications are preferred
Knowledge and Experience:
- 3 + years of experience in customer onboarding, client relations, or customer integration preferably in the financial services or capital markets.
