New Customer Onboarding Expert

8 hours ago

Sydney, New South Wales, Australia beBeeCompliance Full time $190,000 - $210,000
Business Operations Specialist

The role of a Business Operations Specialist involves ensuring the efficient onboarding of customers across various business divisions. This entails adhering to group policies and procedures to guarantee seamless customer experiences.

Main Responsibilities:
  • Candidate due diligence and know-your-customer (KYC) checks are performed to verify new customers' identities and credentials.
  • A thorough examination of client documentation, including initiation of documents and agreements, is conducted.
  • Customers are categorized based on local regulatory requirements for compliance purposes.
  • Daily targets set by the Onboarding Manager must be met.
  • The onboarding pipeline is administered and updated regularly.
  • Accurate records of customer documentation and data are maintained.
  • Progress updates are communicated to relevant teams.
Requirements:
  • A minimum of 3-5 years of experience in the financial industry.
  • Knowledge of KYC and anti-financial crimes related regulatory requirements is essential.
  • Excellent communication and analytical skills are required.
  • Strong organizational and problem-solving skills are necessary.

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