Client Onboarding Administrator - Premium Financial Services
Join JTC Kensington, a leading global provider of fund, corporate, and private client administrative services, as a Client Onboarding Administrator in the vibrant heart of Canggu, Bali. This is a unique opportunity to play a pivotal role in ensuring seamless client onboarding for our premium financial services. In this role, you will be the first point of contact for new clients, guiding them through the onboarding process with a friendly and professional demeanor. You will use our proprietary onboarding system, JTC Onboard, to manage client data, verify information, and ensure compliance with regulatory requirements. This position offers a dynamic work environment, competitive benefits, and the chance to grow within a prestigious organization.
As a Client Onboarding Administrator at JTC Kensington, you will be responsible for the smooth and efficient onboarding of new clients. You will work closely with our team of financial experts to ensure that all client information is accurately captured and processed. This role requires a high level of attention to detail, excellent communication skills, and the ability to handle multiple tasks simultaneously. With a focus on customer satisfaction, you will be the face of JTC Kensington for our new clients, providing them with a welcoming and professional experience.
๐ Tanggung Jawab Pekerjaan
- Manage the entire client onboarding process using JTC Onboard system
- Verify and validate client information to ensure accuracy and compliance
- Coordinate with internal teams to gather necessary documentation and information
- Provide exceptional customer service to new clients, answering queries and addressing concerns
- Ensure all regulatory requirements and internal policies are met during the onboarding process
- Monitor and report on onboarding metrics to identify areas for improvement
- Assist in the development and implementation of onboarding procedures and best practices
- Stay updated with industry trends and regulatory changes to enhance the onboarding process
๐ Kualifikasi & Syarat
- Bachelor's degree in Business Administration, Finance, or related field
- Minimum 3 years of experience in client onboarding or administrative roles within the financial services industry
- Proficient in using JTC Onboard system and other relevant software tools
- Strong attention to detail and excellent organizational skills
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
- Familiarity with regulatory requirements and compliance standards in the financial services industry
- Fluency in English and Bahasa Indonesia
๐ ๏ธ Keahlian
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