Exclusive Client of R77 Elite Talent

Our exclusive client, a licensed Payment Institution, is committed to delivering exceptional services through a fully featured, customer-centric platform. Their innovative financial solutions simplify multi-currency transactions and empower cross-border growth. By combining regulatory expertise with advanced technology, they support international businesses in achieving secure, efficient, and compliant operations.

Key Responsibilities:

• Guide clients through the full onboarding process, offering resources, training, and introductions to key internal stakeholders.
• Collect, review, and verify all required documentation (e.g., contracts, KYC/AML) to ensure compliance with internal standards and regulatory obligations.
• Conduct initial training sessions to familiarise clients with products, services, and support channels.
• Serve as the main point of contact during onboarding, addressing queries and resolving concerns promptly.
• Collaborate with Compliance, Operations, and IT teams to ensure a smooth and efficient onboarding journey.
• Maintain accurate client records in CRM and other systems throughout the onboarding lifecycle.
• Gather and analyse client feedback to drive continuous improvement in onboarding procedures.
• Identify and implement process improvements to enhance client experience and onboarding efficiency.

Requirements:

• A qualification in Business, Marketing, or a related field is preferred.
• 12 years of experience in client services, account management, or a similar customer-facing role.
• Excellent verbal and written communication skills.
• Strong organisational skills and the ability to manage multiple clients and tasks simultaneously.
• Demonstrated ability to build and maintain strong client relationships.
• Attention to detail with a proactive problem-solving approach.
• Proficiency in Microsoft Office; CRM system experience is a plus.
• Ability to work both independently and collaboratively.
• Knowledge of regulatory and compliance environments related to the financial services industry is an advantage.

Why Join?

• Competitive salary package.
• Genuine opportunities for professional growth and career development.
• Work in a dynamic, supportive, and collaborative team.
• Take ownership of the onboarding process and make a direct impact on client satisfaction.