Client Services Associate

Provide day-to-day administrative support to the Client Services team.Organise and maintain digital and physical client documentation.Maintain accurate onboarding and periodic review logs and follow-up trackers.Support preparation of reports for internal use.Data Entry & System MaintenanceAccurately input client information into CRM.Ensure consistency between client‑provided documents and system entries.Support periodic updates of client documentation where required.Ensure data accuracy to minimize downstream and compliance errors.Document Collection & CoordinationRequest required KYC and onboarding documentation from clients.Follow up on outstanding documentation in line with SLA timelines.Verify that documents received are legible, valid, and complete (without conducting formal risk assessment).Ensure all required forms are properly signed and executed.Assist clients in understanding documentation requirements (non‑advisory).Compliance SupportFollow established onboarding SOPs and internal AML procedures.Perform preliminary checklist verification.Escalate any inconsistencies, missing documentation, or unusual observations to Senior Officers.Support periodic KYC refresh exercises.Maintain confidentiality of client information at all times.Client CommunicationRespond to routine client inquiries.Update the client on the status of their inquiries.Provide status updates on documentation receipt.Ensure professional and courteous communication.Redirect complex regulatory or compliance‑related questions to senior staff.Skills & QualificationsEducationBachelor’s degree in Business, Finance, or related fieldExperience0–2 years in financial services, brokerage, banking operations, or administrative support.Technical SkillsProficiency in Microsoft Office (Excel, Word, Outlook).Comfortable working with CRM and onboarding systems.High attention to detail.Organised and process‑driven.Strong written and verbal communication skills.Ability to handle confidential and sensitive information.Ability to manage multiple administrative tasks simultaneously.#J-18808-Ljbffr