Onboarding Executive - Remote

Overview

The Onboarding Executive plays a crucial role in ensuring a smooth and efficient onboarding process for new Financial Institution customers. This position requires close collaboration with various internal teams to maintain accurate records, resolve compliance queries, and support strategic initiatives aimed at enhancing client relationships and operational efficiency.

In Short

• Assisting in the end-to-end onboarding process of new customers
• Maintain existing customer records CRM and Core Banking Platform records.
• Facilitate the onboarding of new Financial Institution customers into the Moneycorp Group
• Work with Compliance, Sales and Dealing to assist in completing annual account reviews
• Support on delivering client focused strategic initiatives involving the FIG team

Requirements

• High level of accuracy, well-organized, and articulate
• Ability to work under pressure in a fast-paced environment
• Good organizational and prioritization skills
• Proficient in Excel & Word
• Excellent communication skills, both written and verbal
• Ability to build relationships with people at varying levels of seniority
• Experience working in a regulated financial institution (desirable)
• Additional language skills (desirable)

Benefits

• Competitive salary with commission or bonus
• Comprehensive benefits package including 25 days holiday
• Day off for your birthday
• Pension plan
• BUPA private medical health insurance