Operations Officer (Client Onboarding) - Financial Services

Are you a detail-oriented professional with a passion for client service and operational excellence? Third Party Platform Sdn Bhd is expanding its dynamic operations team in Bali and seeking a motivated Operations Officer (Client Onboarding) to join us. As an Operations Officer, you'll be the backbone of our client onboarding process, ensuring a seamless and efficient experience for our clients. Our company, based in Bali, is a leading player in the financial services industry, and we're looking for someone who can help us maintain our high standards of service and operational excellence.

In this role, you'll be responsible for managing the entire client onboarding process, from initial contact to final approval. You'll work closely with our sales and marketing teams to ensure that our clients have a smooth and efficient onboarding experience. You'll use tools like Salesforce and JIRA to track and manage your tasks, and you'll need to have a strong understanding of financial services and related regulations.

📋 Tanggung Jawab Pekerjaan

• Manage the entire client onboarding process, from initial contact to final approval
• Work closely with sales and marketing teams to ensure a seamless client experience
• Use Salesforce and JIRA to track and manage tasks and processes
• Ensure compliance with financial services regulations and best practices
• Provide exceptional customer service and support to clients throughout the onboarding process
• Analyze and report on client onboarding metrics and performance
• Stay up-to-date with industry trends and best practices in client onboarding
• Train and mentor other team members on client onboarding processes and procedures

🎓 Kualifikasi & Syarat

• Bachelor's degree in Business Administration, Finance, or a related field
• Minimum of 3 years of experience in client onboarding or a related role in the financial services industry
• Strong understanding of financial services and related regulations
• Proven experience with Salesforce and JIRA
• Excellent communication and interpersonal skills
• Strong analytical and problem-solving skills
• Ability to work well under pressure and meet tight deadlines
• Fluency in English and Bahasa Indonesia

🛠️ Keahlian

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