Supporting Client Onboarding and Lifecycle Activities

13 hours ago

Chennai, Tamil Nadu, India beBeeCareer Full time ₹ 5,00,000 - ₹ 12,00,000
Job Title: Client Account Services Analyst

This is a client-facing role that involves supporting new account onboarding and account lifecycle activities. The successful candidate will be responsible for delivering prompt and professional guidance to applicants as they navigate through the various risk and legal assessment phases of their application.

The key responsibilities of this role include supporting onboarding of new accounts, reviewing and accepting new sales contracts, responding to applicant/client queries, partnering with internal teams, handling data updates, performing anti-money laundering (AML) and know-your-customer (KYC) validations, and working in a fast-paced environment.

To be successful in this role, you will need to have a passion for client service, an eagerness to quickly learn and implement at a high level across a variety of complex processes, and the ability to handle risk and identify improvement opportunities.

You will also need to possess strong critical thinking and problem-solving skills, be able to collaborate optimally to get things done, build positive relationships with internal partners and clients, and align risk and control processes into day-to-day responsibilities.

Requirements:
  • Bachelor's degree or equivalent experience
  • 3+ years of experience highly preferred
  • Adheres to established rules and procedures when performing work
  • Takes personal accountability to drive work forward
  • Presents information clearly in writing and orally in small group settings

Benefits：
  • Competitive compensation, including base pay and annual incentive
  • Comprehensive health and life insurance and well-being benefits, based on location
  • Pension / Retirement benefits
  • Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and well-being.
  • Flexible/hybrid model of 3 days onsite and 2 days remote

We are an equal opportunity employer, and we value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status.

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