Client Integration Specialist

1 day ago

Calamba, Calabarzon, Philippines beBeeCompliance Full time ₱42,000 - ₱54,300
Compliance Coordinator Role

The Compliance Coordinator ensures seamless client integration into relevant systems while maintaining full compliance with regulatory requirements.

This role requires strong organizational skills, excellent communication, and the ability to manage multiple administrative tasks.

Key Responsibilities
  • Manage the client onboarding process, ensuring all information is collected and properly documented.
  • Build, maintain, and improve automations within the system to streamline workflows.
  • Add new clients into the system, assign staff members, and monitor task completion.
  • Ensure all deadlines are met and compliance tasks are tracked efficiently.
  • Train staff on system features, updates, and best practices.
  • Prepare and file necessary documents.
  • Notify relevant teams of new clients and updates.
  • Collaborate with other departments to determine setup and communicate effectively.
  • Answer inquiries via email, phone, or portal.
  • Conduct regular check-in calls with clients to provide updates and maintain strong relationships.
  • Coordinate between clients, staff members, and external parties (gather documents, clarify questions).
  • Maintain and update client records in the system.
  • Monitor regulatory deadlines, bookkeeping, tax returns, and renewals to ensure client compliance.
Qualifications
  • Proven experience in workflow management, client onboarding, or administrative operations.
  • Familiarity with the system and relevant software preferred (or ability to learn quickly).
  • Knowledge of regulatory requirements and industry standards is an advantage.
  • Strong organizational and time management skills with the ability to manage multiple priorities.
  • Excellent written and verbal communication skills.
  • Comfortable training and supporting staff on system tools and workflows.
  • Tech-savvy, detail-oriented, and proactive in identifying process improvements.

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