Client Onboard Intermediate Analyst

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Job Overview

AMT Doc specialist is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of process standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Requires attention to detail when reviewing and preparing information for clients. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.

Skills:

• Advanced English (written and spoken).
• 2-5 years of experience in Documentation review, Account Maintenance and related Cash products (Preferably).
• Demonstrated interpersonal skills, pro-active team player but also able to work independently, with exceptional written and verbal communication skills.
• Proficient in Microsoft Office Applications. Exposure to Client interaction
• Consistently demonstrates clear and concise written and verbal communication skills.

Proficient in handling urgent and escalation cases and manage client and internal team expectations.

Responsibilities:

• Responsible for customer interaction, documentation issuance, review and system setups. Demonstrates high level of diligence, motivation and organizational skills.
• Focuses on timely and accurate delivery of all account maintenances functions, as well as delivering superior customer service and resolution of customer issues.
• Performs day to day management of the account maintenance processing, including daily management of in process, pended, and service related activities, ensuring account maintenances requirements are clearly defined to support all scenarios.
• Ensures awareness and full compliance of internal processes, regulations, policies, guidelines, procedures, and practices.
• Establishes and maintains close working relationship with clients and within team to facilitate an open and direct

Qualifications:

• 2-5 years of experience in Documentation review, Account Maintenance and related Cash products preferred
• Demonstrated interpersonal skills, pro-active team player but also able to work independently, with exceptional written and verbal communication skills.
• Highly motivated, persistent, and able to work in a structured, high volume, time sensitive, high-risk environment. Capable of prioritizing and eager to learn multiple products in a challenging environment. Fast learner, strong attention to detail, and willingness to go extra mile.
• Proficient in Microsoft Office Applications. Exposure to Client interaction
• Consistently demonstrates clear and concise written and verbal communication skills.
• Proficient in handling urgent and escalation cases and manage client and internal team expectations. Proficient knowledge of English (written and spoken).

Education:

• Bachelor’s/University degree or equivalent experience

Lenguaje 90% English W, S & R

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Job Family Group:

Customer Service

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Job Family:

Institutional Client Onboarding

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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