Onboarding Documentation Manager

Stanowisko: Onboarding Documentation Manager

Miejsce pracy: Warszawa

Data dodania: 19.08.2022

DCG is a modern technology company, gathering in its ranks IT related professionals. Due to the continuous development and the large number of recruitment projects that we carry out for our Partners, we are looking for a person for the position:

Onboarding Documentation Manager

Responsibilities:

  • Support High intensity client base on all account opening and account maintenance needs
  • Ensure customer queries are answered in the most efficient way possible, acting as the clients ‘Single Point of Contact’ for all your client queries and engage with Global partners where necessary to meet our client’s requirements
  • Simplify network and footprint for our key clients, to enhance the Client Experience and be the clients advocate in improving our internal processes
  • Attend regular conference calls with customers to provide updates on the account opening status for the completion of documentation as required
  • Perform a complete review and due diligence of the documentation ensuring, Constitutive documents provided are in order as per the country of account opening and in line with all legal and regulatory requirements
  • Updating of documentation and processing status in the inventory database as per clearly defined processes
  • Provide information and provide solutions to customers as the first / dedicated point of contact, working with partners to educate clients on platform and capabilities
  • Own your client queries end to end using project management approach to support the client’s portfolio of works and queries
  • Ensuring that all queries are responded to within SLA timeframes and consistently demonstrate a self-sufficient approach to escalation management to resolve issues
  • Proactively monitor and report client feedback to prevent escalations
  • Co-ordinate and control special projects (mergers/acquisitions/tax payments etc) where applicable
  • Proactively participate and Lead in department projects and initiatives and set the examples of other junior staff members to follow
  • Provide internal stakeholders with regular updates and participate in regular client reviews and regular client status meetings
  • Analyse and proactively seek process improvements to support improved quality service
  • On-going reviews of processes, with end goal to improve the Client Experience and reduce turnaround times
  • Reflect the Client Onboarding values and be the example for junior staff to follow
  • Ensure adherence to all departmental standards/KPI’s and ensure a pristine control environment always maintained

 

Requirements:

  • A minimum of 2-3 years banking or legal experience
  • Excellent communication skills
  • Track record of success
  • Customer communication experience (internal/external)
  • Proven ability to establish and maintain business partnerships and client relationships
  • Strong investigative and analytical skills
  • Ability to work independently within a team environment
  • Previous experience in coordination of projects involving numerous stakeholders
  • Legal and/or Project Management background is an advantage
  • Experience of working in a process driven, documentation or legal environment preferable
  • Prior client on-boarding experience preferable

 

Offer:

  • Private medical care

  • Life insurance

  • Co-financing for the sports card

  • Trainings & Learning opportunities
  • Work in an international environment

Przed wyslaniem CV/dokumentów aplikacyjnych, uprzejmie prosimy kandydatów o zapoznanie się z klauzulą informacyjną.

Po zapoznaniu się z klauzulą informacyjną podaną przez Administratora Danych dobrowolnie wyrażam zgodę na przetwarzanie przez Ogłoszeniodawcę moich danych osobowych, zawartych w mojej ofercie pracy, dla potrzeb procesu tej rekrutacji oraz dla realizacji przyszłych projektów rekrutacyjnych.

Agencja doradztwa personalnego (nr licencji 4642)

Dane spółki: Diverse CG Sp. z o.o. Sp.k., ul. Towarowa 28, 00-839 Warszawa                                                     

REGON: 141316780

NIP: 5222877930

KRS: 0000733458

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