Customer Onboarding Officer

Customer Onboarding Officer

Location:                     Port of Spain

Salary:                         TT$6,500.00 / month

Industry:                     Banking/Finance

Terms:                         6 month contract

To provide support to the Marketing & Compliance onboarding team to ensure that the department provides a quality service. In this business crucial position, you will be responsible for day-today tasks relating to all aspects of the firm’s client set-up / onboarding processes and AML / KYC identification.

Key Responsibilities will include:

• Onboarding new clients utilizing current and future digital platforms.
• Understanding customer context and goals and providing product information to best serve those goals.
• Educating customers and optimizing their product setup for the quickest path to success.
• Providing customer support on various product issues, based on customer knowledge gaps, or simply poor product understanding.
• Improving product adoption, customer retention, and helping foster positive customer relationships that create a loyal customer base.
• Providing product materials to help customers achieve their desired results faster and more efficiently.

Skills and Competencies:

• Minimum of 1 year of experience in customer service / support, and account management.
•  High emotional intelligence and empathy skills.
•  Effective communication skills and the ability to follow customer narratives to understand their point of view and find workable solutions to their issues.
• Ability to maintain a positive, goal-driven customer relationship.
•  Strong analytical and purposeful mindset.

Education:

Bachelor’s degree in business administration or equivalent.