we are looking to hire a Customer Onboarding Operator.
We are seeking a dedicated and customer-focused individual to join our team as a Customer Onboarding Operator.
In this role, you will play an important part in ensuring a smooth and efficient onboarding experience for our clients. Your responsibilities will include contacting clients, guiding them through the onboarding process, assisting with required documentation and verification steps, and supporting AML and quality control processes.
The ideal candidate is service-oriented, detail-focused, and able to communicate effectively while working in a fast-paced environment.
Responsibilities
Contact clients by phone to welcome them and guide them through the onboarding process.
Provide clear instructions regarding the documentation, forms, and procedures required to complete the onboarding process.
Assist clients in navigating our platform and address any questions or concerns they may have.
Ensure that all client information is accurately documented and updated in our internal systems.
Collaborate closely with the customer support team to identify and resolve potential issues or challenges during the onboarding process.
Maintain a high level of professionalism, patience, and empathy when interacting with clients, while adapting the support provided to their individual needs.
Handle escalated AML review queues.
Escalate positive and potential screening matches to the relevant MLROs.
Handle incoming tickets from Customer Support.
Perform routine quality control checks on the Client Verification teams.

As an Account Manager, you will have the exciting opportunity to help drive the growth and shape the future of emerging cloud technologies.
The ideal candidate will possess both a sales/account management and technical background that enables them to drive an engagement at the executive level as well as with software developers and IT architects.


Responsibilities:

Proactively initiate activities to generate value for our customers and increase engagement.

Serve as the primary customer contact during bid submission, pilot test, legal review, and procurement.

Keep records of customer interactions and provide quarterly projections,

maintain knowledge, context, and ownership of the customers you are responsible for and own communication with.

Build a pipeline of customers within selected verticals.

Leverage Engineering and Marketing resources, and provide input on current collateral materials and ideas on how to improve them.

Collect and summarize clients feedback to ensure our products & solutions are closely aligned with customer needs and requests.