Client Engagement Specialist

6 days ago

Taguig, National Capital Region, Philippines beBeeCustomer Full time $60,000 - $79,000
Job Overview

The Client Onboarding Analyst plays a vital role in monitoring, evaluating and analyzing processes and data. This professional identifies policy gaps, formulates policies, interprets data and makes recommendations. They research and interpret factual information to identify inconsistencies in data or results, define business issues and formulate recommendations on policies, procedures or practices.

Main Responsibilities
  • Customer interaction, documentation issuance, review and system setup management
  • Timely and accurate delivery of account opening functions with superior customer service and issue resolution
  • Day-to-day management of account opening and maintenance processing including in-process, pended and service-related activities
  • Variety of project management in the account services space with cross-functional relationships with all teams
  • Awareness and full compliance of internal processes, regulations, policies, guidelines, procedures and practices
Required Skills
  • 2-4 years of experience in documentation review, account maintenance and related cash products preferred
  • Demonstrated interpersonal skills, proactive team player with exceptional written and verbal communication skills

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