Treasury Client Onboarding

6 days ago

Chennai, India 2coms Full time
Treasury Client Onboarding Specialist
=====================================
Summary
-----------
We are seeking a highly skilled and detail-oriented Treasury Client Onboarding Specialist to join our team. As a key member of our Treasury Client Service team, you will be responsible for providing exceptional support to clients throughout their lifecycle, from onboarding to offboarding. This role requires strong communication skills, attention to detail, and the ability to collaborate with cross-functional partners to ensure a seamless client experience.
Responsibilities
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Manage client onboarding processes, collecting and verifying required documentation
Coordinate with internal teams to ensure timely account setup and activation
Handle client requests for account maintenance, such as updates and modifications
Monitor account activity and ensure compliance with regulatory requirements
Support account offboarding processes, including account closures and data archiving
Respond promptly to client inquiries and resolve service issues efficiently
Meet the set SLA's consistently
Identify process improvements to enhance client experience and operational efficiency
Assist in preparing reports and documentation for audits and reviews
Ensure all client information is handled with confidentiality and security

Requirements

Graduate in Commerce/Accountancy (Essential)
MBA Finance (Desired)
Essential Skills/Aptitude:
+ Knowledge of Treasury client onboarding, account maintenance, and account offboarding (Essential)
+ Good working knowledge of Excel & Word (Essential)
Experience:
+ SPE: 2+ years
+ SME: 4+ years

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