Account Opening Specialist

4 days ago

Sydney, New South Wales, Australia beBeeAnalytical Full time $90,000 - $120,000
Job Overview

The Client Onboarding Specialist is a dynamic role that involves analyzing and optimizing processes, identifying areas for improvement, and developing solutions. This position requires strong analytical skills, effective communication, and the ability to work independently.

This role will be responsible for managing customer interactions, documentation issuance, review, and system setups. The ideal candidate will have excellent organizational skills, high levels of diligence and motivation, and be able to prioritize tasks effectively.

The successful candidate will be responsible for day-to-day management of account opening and maintenance processing, including daily management of in-process, pended, and service-related activities. They will also ensure awareness and full compliance of internal processes, regulations, policies, guidelines, procedures, and practices.

Key Responsibilities:
  • Manage customer interactions, documentation issuance, review, and system setups
  • Responsible for day-to-day management of account opening and maintenance processing
  • Ensure awareness and full compliance of internal processes, regulations, policies, guidelines, procedures, and practices
Requirements:
  • 2-4 years of experience in Documentation review, Account Maintenance, and related Cash products preferred
  • Demonstrated interpersonal skills, proactive team player but also able to work independently, with exceptional written and verbal communication skills
  • Highly motivated, persistent, and able to work in a structured, high volume, time-sensitive, high-risk environment
Education:
  • Bachelor's/University degree or equivalent experience

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