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Client Services Associate
- Provide day-to-day administrative support to the Client Services team.
- Organise and maintain digital and physical client documentation.
- Maintain accurate onboarding and periodic review logs and follow-up trackers.
- Support preparation of reports for internal use.
- Accurately input client information into CRM.
- Ensure consistency between client provided documents and system entries.
- Support periodic updates of client documentation where required.
- Ensure data accuracy to minimize downstream and compliance errors.
- Request required KYC and onboarding documentation from clients.
- Follow up on outstanding documentation in line with SLA timelines.
- Verify that documents received are legible, valid, and complete (without conducting formal risk assessment).
- Ensure all required forms are properly signed and executed.
- Assist clients in understanding documentation requirements (non advisory).
- Follow established onboarding SOPs and internal AML procedures.
- Perform preliminary checklist verification.
- Escalate any inconsistencies, missing documentation, or unusual observations to Senior Officers.
- Support periodic KYC refresh exercises.
- Maintain confidentiality of client information at all times.
- Respond to routine client inquiries.
- Update the client on the status of their inquiries.
- Provide status updates on documentation receipt.
- Ensure professional and courteous communication.
- Redirect complex regulatory or compliance related questions to senior staff.
- Bachelor's degree in Business, Finance, or related field
- 0-2 years in financial services, brokerage, banking operations, or administrative support.
- Proficiency in Microsoft Office (Excel, Word, Outlook).
- Comfortable working with CRM and onboarding systems.
- High attention to detail.
- Organised and process driven.
- Strong written and verbal communication skills.
- Ability to handle confidential and sensitive information.
- Ability to manage multiple administrative tasks simultaneously.
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