Assist with onboarding new clients, including collecting information, documents, forms, and identification where required.
Manage administrative tasks such as data entry, filing, and maintaining client records.
Contact clients by phone and email to provide updates and gather necessary information.
Support the team with day-to-day client service and office administration.
Coordinate with internal departments to ensure smooth onboarding processes.
Handle client inquiries and resolve issues promptly.
Maintain confidentiality and adhere to data protection policies.