ABOUT THE ROLE
We are seeking a highly organized, detail-driven, and client-focused Processing & Client Service Specialist to play a key role in delivering a seamless and high-quality client experience.
This position sits at the core of our operations and is essential to maintaining the trust our clients place in us. You will be responsible for managing client transaction documentation with precision and care, ensuring accuracy, completeness, and compliance with internal policies and regulatory requirements.
In this role, you will support the full client lifecycle by coordinating documentation, facilitating account setup and ongoing maintenance, and acting as a reliable operational point of contact between clients, consultants, service providers, and external partners. Your work will directly contribute to smooth execution, clear communication, and an efficient client journey.
As you grow in the role, you will develop a strong understanding of our products, processes, and client needs. This will enable you to take increased ownership, proactively anticipate client requirements, and contribute to continuous improvements in service delivery in close collaboration with consultants and internal teams.
This role is well suited to a professional who values accuracy, responsibility, and collaboration, and who is looking to build a solid foundation and grow within a client-centric, professional environment.
RESPONSIBILITIES
Client & Transaction Processing
- Support client onboarding by preparing, reviewing, and processing account documentation, including verification and KYC/AML requirements.
- Process new business, renewals, amendments, and other client transactions across applicable lines of business.
- Review client files to ensure all required documentation is complete, accurate, and compliant prior to submission.
- Maintain and update client records within internal systems, ensuring data integrity and audit readiness.
- Serve as a point of contact for documentation-related client inquiries and follow up on outstanding requirements.
- Coordinate with internal consultants and partner companies to facilitate timely processing of client requests.
- Track transaction status and proactively identify and resolve processing issues or missing information.
Operational & Administrative Support
- Perform administrative, data entry, and document management tasks in accordance with operational and compliance procedures.
- Ensure client files and portfolio data are properly organized, current, and aligned with internal standards.
- Assist with reporting, reconciliations, and portfolio-related analysis as required.
- Support internal audits, compliance reviews, and process improvement initiatives within the Client Experience Department.