Relationship and Onboarding Officer

Job title : Relationship and Onboarding Officer

We are looking for a Relationship and Onboarding Officer to build and maintain positive relationships with clients and oversee the onboarding process for new clients. You will serve as the main point of contact for clients, addressing their inquiries, resolving issues, and ensuring a smooth onboarding experience.

Requirements

• Proven experience in customer needs and plans development, Customer Relationship Management (CRM), partnership development, high quality sales and supply, and customer service solution design and implementation.
• Proven experience in client onboarding, documentation and compliance, risk management, stakeholder management, process improvements, and knowledge champion.
• Strong interpersonal skills and the ability to communicate effectively with clients, colleagues, and stakeholders at all levels.
• Excellent organizational skills and attention to detail, with the ability to manage multiple tasks and priorities in a fast-paced environment.
• Proficiency in using CRM systems, databases, and other software tools to track client interactions and manage onboarding processes.
• Problem-solving skills and the ability to resolve client issues and challenges with tact and diplomacy.
• Knowledge of regulatory requirements and compliance standards related to client onboarding and Know Your Customer (KYC) procedures.
• Ability to work independently and collaboratively as part of a team, demonstrating initiative, flexibility, and a proactive approach to achieving goals.
• Commitment to providing exceptional client service and building long-lasting relationships based on trust, integrity, and professionalism.

Qualifications

• Degree in business administration, finance, marketing, or a related field.
• Certification or training in client relationship management, onboarding processes, or related areas.
• 2+ years of proven experience in similar role.