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Internship: Client Onboarding Specialist (6-month Fixed Term Contract)

Posted on February 8, 2024
327 Views

TD Markets is looking for Client Onboarding Specialists to join our team. The ideal candidate will be responsible for engaging a global client base of TD Markets to assist in the onboarding of those clients.

 

Responsibilities:

 

· The Client Onboarding Specialist is in charge of the processing of the clients’ documents at onboarding and to assist the client with any queries regarding their application.

· This role entails execution of day-to-day operations and controls within the given timeframe.
· Initiate specific workflows within the designated application upon receipt of requests and or tickets.
· Preparing client for assistance by Client Success Specialist
· Perform above tasks accurately within the given time frame/ deadline.
· Perform at the end-of-day self-control on own-data input for accuracy and completeness.
· Professionally respond to emails and telephone requests of internal stakeholders
· Perform tasks which conform to policies, procedures and guidelines.
Maintain delivery of a high-quality service level to clients and other departments ensuring all queries are dealt with in a professional manner and escalating where appropriate.

Skills and Qualifications:

 

· Matric (Grade 12)
· Not more than 1-year previous work experience is preferable.

· Proficient in Microsoft office
· Have strong proficiency in interpersonal and communication skills including verbal and written English
Have good planning and time management skills (multitasking on daily basis)
· Has high level of attention to detail and accuracy
· Manage time efficiently, meeting goals, and working effectively

· Ability to learn, think and act independently within a fast-paced multi-task driven environment
· Promote the best interests of clients by adhering to the core company values of Transparency and Diversity as well as the framework of TCF policies.

Salary:

· A stipend of R5 000p/m

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