Client Operations Specialist (KYC | Salesforce)
Cross-Team Coordination:
- Collaborate with the Client Onboarding Team, Compliance Team, Sales Team, and clients to streamline the KYC onboarding process.
- Utilize exceptional communication skills to understand and align the priorities and constraints of different departments.
Lead Management Process Oversight:
- Manage the client lead management processes for various sales teams to expedite the onboarding journey.
- Track conversion rates, identify bottlenecks, and implement process improvements to optimize the client experience from prospect to active user.
Salesforce Dashboard Maintenance and Analysis:
- Maintain client lead management dashboards to identify and address gaps in the KYC onboarding process.
- Analyze data and translate insights into actionable strategies to enhance the onboarding experience.
KYC Process Administration:
- Oversee KYC-related process dashboards, including periodic review processes, triggering event processes, and Professional Investor (PI) renewal processes.
- Ensure ongoing compliance beyond the initial onboarding phase.
Daily Monitoring and Compliance Assurance:
- Monitor KYC processes daily to ensure compliance standards are consistently met.
- Employ both strategic thinking and hands-on management to ensure compliance activities support business growth.
- 3-5 years of experience in client onboarding at banks or non-bank financial institutions (NBFI).
- Experience with institutional and high-net-worth individual clients is preferred.
- In-depth KYC Knowledge: Strong understanding of KYC procedures, regulatory requirements, and best practices.
- Cross-Team Coordination: Excellent communication, conflict resolution, and stakeholder alignment skills; industry experience in cryptocurrency preferred.
- Bilingual Proficiency: Fluency in relevant languages (e.g., Chinese and English) for client-facing roles in global markets.
- Technical Aptitude: Familiarity with Salesforce systems and data analysis tools.
- Immediate availability is preferred.
Average salary estimate
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