Treasury Client Onboarding || Chennai

Job Description

Treasury Client Onboarding Specialist

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Summary

We are seeking a highly skilled and detail-oriented Treasury Client Onboarding Specialist to join our team. As a key member of our Treasury Client Service team, you will be responsible for providing exceptional support to clients throughout their lifecycle, from onboarding to offboarding. This role requires strong communication skills, attention to detail, and the ability to collaborate with cross-functional partners to ensure a seamless client experience.

Responsibilities

• Manage client onboarding processes, collecting and verifying required documentation
• Coordinate with internal teams to ensure timely account setup and activation
• Handle client requests for account maintenance, such as updates and modifications
• Monitor account activity and ensure compliance with regulatory requirements
• Support account offboarding processes, including account closures and data archiving
• Respond promptly to client inquiries and resolve service issues efficiently
• Meet the set SLA's consistently
• Identify process improvements to enhance client experience and operational efficiency
• Assist in preparing reports and documentation for audits and reviews
• Ensure all client information is handled with confidentiality and security

Requirements

Requirements

Requirements : Graduate in Commerce / Accountancy (Essential) MBA Finance (Desired) Essential Skills / Aptitude : + Knowledge of Treasury client onboarding, account maintenance, and account offboarding (Essential) + Good working knowledge of Excel & Word (Essential) Experience : + SPE : 2+ years + SME : 4+ years Responsibilities Manage client onboarding processes, collecting and verifying required documentation Coordinate with internal teams to ensure timely account setup and activation Handle client requests for account maintenance, such as updates and modifications Monitor account activity and ensure compliance with regulatory requirements Support account offboarding processes, including account closures and data archiving Respond promptly to client inquiries and resolve service issues efficiently Meet the set SLA's consistently Identify process improvements to enhance client experience and operational efficiency Assist in preparing reports and documentation for audits and reviews Ensure all client information is handled with confidentiality and security