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Client Service Coordinator

2 weeks ago

Chennai, Tamil Nadu, India beBee Careers Full time
Job Description

We are seeking a highly skilled and detail-oriented professional to join our team as a Client Administrator. In this role, you will play a critical part in ensuring the smooth onboarding of new clients and maintaining high standards of client service.

Your primary responsibilities will include:

  • Collaborating with various stakeholders to ensure compliance with applicable independence standards
  • Acting as the primary point of contact with clients during the onboarding process
  • Liaising with the Risk and Compliance Team to complete international conflict checks
  • Preparing and reviewing legal documents related to client onboarding

In addition to these responsibilities, you will also be required to:

  • Monitor routine processes and report exceptions to the reporting manager
  • Assist in implementing effective controls within the Advisory Team to ensure client risks to the firm are captured effectively
  • Keep up-to-date with developments in Independence rules, IESBA Code updates, and other Global updates to policies and procedures