Onboarding Specialist

hace 4 días


Ciudad de México, Ciudad de México Thomson Reuters A tiempo completo
About the Opportunity

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.
About You

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.
What We Offer

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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