About the Role
As a Client Service Associate, you’ll be the trusted go-to person for mid-tier banks and financial institutions using our AML/KYC solutions, taking the time to understand their needs and challenges while championing their success. You’ll guide them with empathy, offer practical training, and collaborate with our teams to ensure they get the most out of our platform. By staying on top of industry trends and regulations, you’ll provide thoughtful, proactive support that helps clients feel confident and empowered every step of the way.
Requirements
Provides day to day support of clients’ activities including invoicing and accounts receivables related duties
Maintains & completes the onboarding process with new clients
Maintains and updates customer databases, including customer particulars changes and any exceptional requirements
Creates reports regarding current status of customer account as requested
Provides relationship management by conducting regular client reviews
Active communication with important key stakeholders – Sales Team & Development Team
Maintains and understand key processes and control requirement for all Cynopsis Solutions Product
Provides Business Continuity Planning and support
Understands the lifecycle of a product defined by Cynopsis Solutions
Builds and maintains contact with all new and existing clients to ensure high level of clients satisfaction
Keep abreast on Cynopsis development and advise customers accordingly
Ensure all customers’ request and actions are followed up diligently and on time
Provides quality service and customer satisfaction in all aspects of work
Performs other related duties as assigned