Job Description
The Core Responsibilities
20% Customer Service: Perform a high level of Customer Service by:
Promptly responding to client inquiries received from the Contact Centre, Fraud Group or directly from clients.
Ensure customer satisfaction; must be well versed in product knowledge and features as well as policies and procedures.
Resolving any issues that may arise and escalating as needed.
30% Client Onboarding Review and Input: Facilitate the regulatory onboarding of customers in an efficient, compliant, and client-centric manner. Rapidly triage and escalate complex issues to management for resolution. For each application being processed:
Ensure all required record keeping documentation has all been received in good order
Confirm receipt of initial deposit and resolving discrepancies or recommending exceptions where and ...