Onboarding Specialist
hace 4 días
We are seeking an experienced Onboarding (KYC) Specialist to join our team in CDMX. This role is a key part of our customer onboarding process, ensuring seamless and timely completion of due diligence reviews.
Key Responsibilities:- Support internal partners and customers in gathering necessary documentation and information for due diligence reviews.
- Manage the re-validation process for existing customers and handle general account maintenance.
- Collaborate with team leaders to provide accurate monthly reporting and participate in QA reviews.
- Act as a resource for internal business partners, addressing routine and non-standard issues related to onboarding protocols.
- Support the development and execution of our overall customer onboarding program, staying up-to-date with ongoing training and education.
- Generate and retrieve data for reporting purposes as needed, and assist with projects and other duties assigned.
To succeed in this role, you will require:
- Bachelor's Degree
- Prior experience in customer service or order management, with project management skills.
- 1-2 years of general business experience.
- Clear and effective communication skills, including written and verbal, with a focus on excellent customer service.
- Excellent attention to detail and organizational ability.
- Ability to meet deadlines under pressure.
- Proficiency in Microsoft 365 and secure cloud services, including SharePoint and Teams, SAP, and Salesforce.
- Ability to establish and maintain productive relationships with internal business partners.
- High level of initiative and ability to perform in a fast-paced, matrix environment.
As a member of our team, you can expect:
- A competitive salary range: $60,000 - $80,000 per annum, depending on experience.
- A hybrid work model, with flexibility to work from home or in the office.
- A comprehensive benefits package, including flexible vacation time, mental health days off, and access to resources for wellbeing.
- The opportunity to work with a globally recognized company, known for equality, diversity, and inclusion.
- Access to LinkedIn Learning and internal talent marketplace opportunities.
- Two paid volunteer days annually, and participation in Environmental, Social, and Governance initiatives.
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