Client Onboarding Officer

Job Title: Client Onboarding Officer Location: Level 12, Nexteracom Tower 1, Ebene, Mauritius Type: Full-time Company: Stewards Investment Capital Limited Job Family Stream: Operations Salary: MUR 35-45K

About Us:

Stewards Investment Capital is a boutique investment advisory firm with a track record of over 25 years under the Stewards Group of Financial Companies. Strategically positioned in Mauritius, South Africa, and the USA, we tailor niche investment solutions to high net worth individuals and institutional investors.

Position Overview:

We are seeking a dedicated Client Onboarding Officer to join our team. The ideal candidate will be responsible for onboarding new clients, ensuring a seamless and positive experience from start to finish; and build the relationship between the existing clients and the company.

Key Responsibilities:

• Act as the primary point of contact for new clients during the onboarding process.
• Coordinate the onboarding process, including documentation, account setup, and training to clients.
• Conduct KYC/KYB verifications and video call backs.

• Demonstrate an understanding of the Compliance/AML procedures, and ensure that high risk matters receive appropriate level of attention escalation and sign off.

• Collaborate with cross-functional teams to monitor onboarding progress and ensure a smooth transition for clients.
• Update client files on SharePoint and CRM, ensuring records are kept up-to-date and accurate.
• Conduct periodic KYC reviews.
• Provide ongoing support and follow-up to ensure client satisfaction.

Qualifications and Experience:

• 2-5 years of experience in a regulated financial institution (banking or non-banking) or with an offshore management company.
• Bachelor's degree in Business Administration, Finance, Accounting or related field.
• Proven experience in client onboarding or customer service roles.
• Strong communication and interpersonal skills.
• Excellent organisational and time-management abilities.
• Ability to work collaboratively in a team environment.

Benefits:

• Competitive compensation and benefits package.
• A collaborative and dynamic work environment.
• Opportunities for professional growth and development.
• Flexible time management to support work-life balance.
• Partial remote working arrangements.

If you're ready to make a significant impact and help shape the future of marketing at Stewards Investment Capital, we want to hear from you. Join us in our mission to provide exceptional financial services to our clients.

How to Apply:
To apply, please send your resume and a cover letter outlining your relevant experience

Phone number : +2304667533