Job Description
1. To be able to build and maintain strong, long-lasting customers relationships and serve as the primary point of contact for your customers, ensuring timely and effective communication and issue resolution.
2. Develop an understanding of our customers' business needs and goals, and be the customers' trusted partner.
3. Manage multiple accounts including onboarding, training, support, account management, and account expansion.
4. Master the Anchor platform and methodology using internal and external tools in order to enable our users to flourish Co-ordinating of suppliers, handling clients' queries and troubleshooting on the day of event to ensure all that runs smoothly.
5. Liaise closely with the Sales, Product and Engineering teams to ensure smooth product adoption, quick issue resolution, and overall customer satisfaction.
6. Provide 24/7 support to any user throughout their life cycle.
7. Represent the voice of the customer and provide the relevant teams with insights about the product and users needs.
Client Onboarding
8. Analyse AML risks associated with the client from a technical perspective, identify and escalate potential risks and operational issues as appropriate; identify red flag/ dot situations and escalate in line with policy and procedures.
9. Ensuring appropriate and confidential handling/ sharing of sensitive client data.
10. Responsible for coordinating the effective completion of each assigned case from initiation to completion; following up with team members within own area of responsibility for completing sub-activities across the end to end renewal process.
11. Act as primary interface for Bankers; responsible for managing expectations and enhancing the client experience.
12. Drives effective issue resolution within boundaries of policy, ensuring cases are completed in line with defined service level agreements.
13. Single point of contact to facilitate all queries for that cases within own area of responsibility, including issues around PEP, screening, regulatory, compliance, legal, operational risk
14. Undertake Client due diligence on a timely basis and ensure they are performed to meet the required quality and detail standards as required by Policy and Procedures.
Requirements:
Skills:
· Computer Proficiency
· Proficient in Microsoft Word, Microsoft Excel, Microsoft Power Point
· CRM, Prop Trading, ZeroX, MT4/5 (good to have)
Education:
· Diploma in Finance and Banking or any Field.
