IDC Technologies PTY is looking for Client Partner.
The Role
You will be responsible for :
* Providing advice on KYC requirements and assisting clients and account managers through the account opening process.
* Reviewing client documentation to ensure compliance with internal policies and regulatory requirements.
* Following up with clients on required documentation and escalating to the appropriate Account Managers where necessary.
* Identifying discrepancies and escalating higher risk matters to the Compliance team.
Ideal Profile
* You have at least 9 years experience within a Client Onboarding or B2B Sales / Account Executive role, ideally within the Brokerage / Treasury / Securities Exchange, Corporate Banking and the Financial Services Industry industry.
* You have working knowledge of Client Management, Service Delivery, governance', insurance, SOW and MSA
* You are a strong team player who can manage multiple stakeholders
* You possess strong analytical skills and are comfortable dealing with numerical data
* You are highly goal driven and work well in fast paced environments
What's on Offer?
* Opportunity to make a positive impact
* Leadership Role
* A role that offers a breadth of learning opportunities