Lead Client Onboarding Specialist

2 days ago

Jaipur, Rajasthan, India beBeeOperational Full time ₹ 25,00,000 - ₹ 35,00,000
Operations Team Leader Job Description:

We are seeking a highly skilled Operations Team Leader to join our team. The ideal candidate will have a strong background in client on-boarding, with experience in reviewing client documentation and ensuring accuracy of data entry.

Key Responsibilities:
  • \
  • Review client account opening documentation to ensure accuracy and adherence to regulatory policies\
  • Ensure accuracy of data entered into the Private Banking system and Account Opening Documents\
  • Perform simple and complex static amendments in core banking systems, including updates to signature, address, contact number, passport, and hold mail\
  • Conduct client due diligence searches via external and internal internet searches\
  • Liaise with KYC and AML teams for queries related to CDD searches and due diligence\
  • Handle data cleansing projects by reviewing client documents and core banking system data\
  • Support project teams on all data migration projects, bringing controls and efficiencies to existing processes\
  • Face off to auditors and stakeholders on process-related queries

Requirements:
  • \
  • German Language B1-B2 level required for this role\
  • Good communication and strong people management skills\
  • Minimum 10 years of experience in client on-boarding, with static data amendments experience in Private Banking\
  • Managed a team size of at least 15 people\
  • Hands-on experience in reviewing client on-boarding documentation\
  • Willing to work in multiple rotational shifts

What We Offer:
  • \
  • Training and development to help you excel in your career\
  • Coaching and support from experts in your team\
  • A culture of continuous learning to aid progression\
  • A range of flexible benefits that you can tailor to suit your needs

About Us:

We strive for a workplace where we are empowered to excel together every day, acting responsibly, thinking commercially, taking initiative, and working collaboratively.

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