דרושים » שירות לקוחות » Customer Onboarding Operator

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.