Client Onboard Rep

About the role

The Client Onboard Rep 5 performs relatively complex assignments. Has direct impact on the business by ensuring the quality of the tasks or services provided. Works under little to no direct supervision. May service an expansive and/or diverse array of products/services. Applies working knowledge of technical and professional principles and concepts and in depth knowledge of team objectives.

What you'll do

• Processes client’s requests related to system set up including signatories’ updates and documentation lodgment
• Co-operates with internal partners to perform systems maintenance based on documentation related to account opening and maintenance processes
• Provides response to client and internal inquiries
• Prepares documentation for archiving
• Applies appropriate bank’s regulations while processing the requests. Remains up to date with the current procedures, internal rules, external regulations

What you need

• Excel
• Customer service
• Reporting
• Documentation
• Problem solving
• Diploma