Sales Operations Executive - Maternity Cover
Core
Coordinate end-to-end client onboarding for the Cross Borders division, ensuring regulatory compliance and a smooth experience.
Role type
Sales Operations Executive
Builds
Client onboarding journey and operational efficiency
Domain
Financial services / Cross-border payments
Required skills
Onboarding process management, Stakeholder management, Regulatory compliance knowledge, Salesforce proficiency, Process improvement, Time management
Preferred skills
KYC/AML processes, FX environment experience
Responsibilities
Manage and coordinate the onboarding process for new clients from initial handover through to approval, Act as the primary point of contact for onboarding queries, Work closely with Sales teams to ensure all required documentation is collected and reviewed, Present compliance with a complete onboarding pack to enable a smooth KYC Review, Liaise with Compliance (KYC/AML teams) to ensure regulatory requirements are met efficiently, Monitor onboarding timelines and escalate delays where necessary
Seniority
Mid-level, hands-on IC