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Client onboarding

Islands
Taxkey
Posted: 26 February
Offer description

This is a compliance-focused, process-driven role with responsibility for managing the administrative aspects of new client onboarding, AML compliance and CRM administration.

The role is non-advisory but carries a high level of responsibility and requires excellent attention to detail, strong organisational skills and confidence dealing directly with clients.

Key Responsibilities Manage the end-to-end administrative onboarding process for new clients Track onboarding progress and ensure all steps are completed accurately Manage the full AML / KYC compliance process in line with Irish regulatory requirements and internal procedures Maintain accurate compliance records and audit trails Maintain and update client records in Zoho CRMEnsure CRM pipelines, statuses and client data are accurate and up to date Manage and monitor the shared inbox, responding to routine queries and escalating matters where appropriate Support general administrative tasks related to client records and internal systems Required Experience & Skills Previous experience in a client onboarding, compliance, operations or administrative role Excellent written and spoken English Experience using CRM systems (Zoho experience a strong advantage)High attention to detail and accuracy to follow defined processes Proactive with strong organisational skills Comfortable working both independently and collaboratively with colleagues in a remote environment Job Type: Part-time Pay: €23,500.00-€27,000.00 per year Expected hours: 25 per week Benefits: Work from home Work Location: Remote

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