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Documentation & Client Services Coordinator
Documentation & Client Services CoordinatorKarma Group Global • Bengaluru, Republic Of India, IN
Documentation & Client Services Coordinator

Documentation & Client Services Coordinator

Karma Group Global • Bengaluru, Republic Of India, IN
19 hours ago
Job description

Administration Assistant and Documentation Coordinator

The Karma Group is looking for an Administration assistant, to engage and coordinate with Club members, regarding their purchase documentation.

This job will include but not be limited to. Telephone and email communication, and the chosen candidate will not only have the required computer skills, but the ability to clearly and respectfully communicate with the Club members.

And be able to communicate with other team members and provide full and detailed information on a regular basis, so that all Company records can be appropriately updated.

Functions under this position, will include, but not be limited to

1. Sending Documents

  • Share documents with clients for signature.
  • Explain what the document is for and where they need to sign.

2. Talking to Clients

  • Call and follow up with clients until the documents are completed.
  • Clear their basic questions.
  • If a client has a question which cannot be answered, inform or escalate to the right person.
  • Guide them politely so the process becomes easy for them.
  • 3. Collecting & Checking Documents

  • Collect signed documents and KYC from clients.
  • Check if signatures, initials, and details are correct.
  • Ensure KYC copies are clear and valid.
  • 4. Updating & Filing

  • Update the system once documents are received.
  • Send the documents for filing after checking.
  • Keep proper records so nothing is missed.
  • Requirement.

  • Good communication skills.
  • Patience while talking to clients.
  • Basic understanding of KYC and documents.
  • Attention to detail.
  • Ability to work with different teams when needed.
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    Client Coordinator • Bengaluru, Republic Of India, IN

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