Remote Financial Onboarding Agent

Job is Expired
Location: Nationwide
Compensation: To Be Discussed
Staff Reviewed: Thu, Sep 22, 2022

Job Summary

A financial and business services company needs applicants for an opening for a Remote Financial Onboarding Agent.

Candidates will be responsible for the following:

  • Managing workload independently and efficiently and within SLAs
  • Escalating issues to the internal teams
  • Learning new processes and rules quickly, and being adaptable to meet the needs of the business

Applicants must meet the following qualifications:

  • 2+ years of experience in customer service or KYC/onboarding
  • Knowledge of ID documentation and other relevant onboarding documentation
  • Strong analytical skills: identify, scope and resolve complex onboarding issues
  • Ability to manage workload independently and efficiently and within SLAs
  • Ability to escalate issues to the internal teams
  • Ability to learn new processes and rules quickly

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