The CBISO DMT group is seeking a Specialist who will work closely with our Implementation Consultants / International Onboarding Leads / Clients and be responsible for coordinating all aspects related to client Onboarding related activities.

Job responsibilities:

Reviewing and understanding the Client request Review & Verification of the Risk Rating selected by the Implementation Consultant is as per the approved Risk Matrix. Review & Validation of appropriate core legal documents/product forms/service terms as listed in the P&Ps and/or Scanning & Indexing the documents to the centralized repository. Review & Validation of Authorized Signor details, Negotiated Documents & perform Signature Verification Manage clear expectations and understanding by establishing clear timelines and managing documentation requirements Exhibit ownership of on-boarding experience and client satisfaction  Ownership of internal communication and status updates  Ensure deal deliverables are met and hold owners accountable by managing implementation issues, escalations and error resolution Demonstrate creative problem solving and solid judgment/decision making  Exhibit adherence to policy and procedures and meet or exceed established Service Level Agreements Diligent awareness of risks in our processes in a timely manner  Ownership, escalation and resolution of risk issues when they occur in a timely manner  Manage activities through heavy phone work with clients and business partners Recording your observations & escalate wherever necessary Identifying items which needs Remediation & Amendments. Identifying gaps/exceptions and recommending possible solutions. Reporting/MIS Project Management.

  Required qualifications, skills, and capabilities:

Graduates with minimum of  5 years of relevant experience or knowledge of legal documentation and  account products, entity organizational documents, tax documentation and other documentation types Ability to review and analyze information from multiple sources and determine relevancy Exceptional verbal and written communications skills. Communication is Paramount. Excellent comprehension and observation skills Knowledge of TS & CB Products and Operations will be an added advantage. Logical & analytical skills Aptitude to work with numbers and deadlines. Proactive approach Ability to grasp/learn new products/audits which are currently not in scope. Good PC skills including Microsoft office products (Excel, Word, Power point) Proven ability to independently identify issues, analyze problems and provide viable account and documentation solutions Demonstrate creative problem solving and solid judgment/decision making  Strong client focus and ability to partner with various internal groups and client coverage Independent, self-motivated with an ability to adapt and be flexible in a team environment