Senior Associate Client Onboarding Transition Specialist
3 weeks ago
Job Summary
We are seeking a Senior Associate to join our Client Activation team. The ideal candidate will possess a strong understanding of client onboarding and conversion processes, with experience in team management and leadership.
Key Responsibilities
- Provide quality support to clients with complex transactions and processes.
- Independently assist clients with inquiries regarding company products, services, and procedures.
- Respond to client questions on process and requests, and aid with issues escalated by junior team members.
- Research and resolve complex operational or client issues.
- Route issues that cannot be addressed to the appropriate team, and provide status updates on problem resolution.
- Subject Matter Expert – Understand the process EE and guide the team as the Subject Matter Expert on multiple processes.
Requirements
- UG/PG education.
- Overall + years of experience, with minimum + years in team management.
- Experience in Client onboarding/Investment Operations processes.
- Min + years of handling + staffs.
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