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Broker Lifecycle Coordinator Level 1 - Remote

Posted 21 hours ago

Overview

As a Broker Lifecycle Coordinator, you will support the onboarding and lifecycle processes for brokers at Lendi Group, ensuring they are set up correctly and have a seamless experience.

In Short

  • Coordinate onboarding processes for new brokers.
  • Maintain and administer broker data.
  • Provide reporting and status updates on brokers.
  • Assist brokers with daily tasks.
  • Gather feedback to improve onboarding.
  • Ensure compliance with company policies.
  • Manage internal communication and inboxes.
  • Participate in risk management and compliance training.
  • Contribute to a healthy workplace culture.
  • Foster teamwork within the Broker Operations & Experience team.

Requirements

  • Experience in a customer service role.
  • Strong verbal and written communication skills.
  • Proficiency in Microsoft Applications.
  • Knowledge of operational risk management.
  • Ability to manage priorities under pressure.

Benefits

  • Health insurance for you and one dependent.
  • Generous leave policy (25 total leaves).
  • Internet subsidy for WFH setup.
  • Life insurance from Day 1.
  • Opportunities for training and career progression.
  • Monthly social clubs.
  • Government mandated benefits provided.

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