Specialist- Client Onboarding (UAE National only)

First Abu Dhabi Bank; Abu Dhabi; On-site; AED 201,000 - 268,000; Full time

Job summary

A leading financial institution in Abu Dhabi is seeking a detail-oriented professional for client onboarding and documentation management. You'll ensure efficient processing of client requests while adhering to compliance requirements. The ideal candidate has at least three years of experience, strong communication skills, and proficiency in Microsoft applications. This is a full-time role with no remote work available.

Qualifications

• At least three years of experience in a similar role.
• Solid understanding of documentation interdependencies.
• Attention to detail in administrative work.

Responsibilities

• Ensure timely processing of client requests with no breach of service agreements.
• Maintain effective communication throughout the setup process.
• Systematically obtain signature verification from client services.
• Maintain filing systems for records and correspondence.
• Review and respond to group mailbox within 24–48 hours.
• Create maintenance tickets and allocate to contract handling team.
• Improve turnaround time and reduce operational errors in set-ups.

Skills

Good communication skills

Good organizational and planning skills

Fluent (business) English

Tools

Microsoft applications

Job description

JOB PURPOSE

• Complete GTB cash and channel setups as a Maker in various bank systems such as FabOnline iBanking RCD and RCP etc.
• Complete the complex set-up on LMS VAM EDDS in collaboration with Implementation Managers Product leads Product Sales and Client
• Interact with clients for complex set-ups to obtain clarity on the complexity to ensure the set-ups are done right the 1st time.
• High quality and efficient processing of new and maintenance requests in bank systems at minimal errors (first‑time‑right setup)
• Systematically obtain signature verification from client services on all the maintenance requests received from the clients
• Setup and maintain paper and electronic filing systems for records correspondence and other material
• Ensure that all the original documents are sent to Group operations/Record Management Team twice a week for document scanning & archival process as per bank standards
• Review & handle the group mailbox and manage it appropriately to process queries within 24 to 48 hours
• Create maintenance tickets on Tatbiq upon receiving the client requests and allocate the same to contract handling team members
• Improve the turn‑around time reduce operational errors while process set‑ups both new and maintenance.

ACCOUNTABILITIES

• Ensure that all requests received are attended promptly and efficiently and there is no breach of service agreements
• Maintain necessary service logs / operation dashboard wherever applicable to ensure that turnaround time are meeting agreed service levels
• Establish effective / efficient communications with internal / external communications throughout the setup process
• Ensure all forms/contract received from internal stakeholders are validated before any action in the bank systems is performed within the agreed service levels
• Ensure timely and effective communication is maintained with internal customers taking utmost care in protecting the reputation of the bank
• Setup and maintain paper and electronic filing systems for records correspondence and other material
• Attention to detail and comfort dealing with completing administrative work associated with client onboarding
• Ensure 100% adherence to compliance rules and support all audit protocols as appropriate

• Ensure that turnaround time of setup requests are meeting agreed service levels
• Focus is on all CIB clients (inclusive of Business Banking)
• Close liaison and working relationship with staff from GTB Implementation Contract Handling Team Advisory PM Client Services Channel Support (Global) branch network Relationship Managers IT Desk Operations and other relevant stakeholders in the implementation process
• Participate in review of service standards and service quality to ensure that we meet and exceed the expectations of our clients
• Carry out the functions with full integrity to ensure that all requests received are attended promptly and efficiently and there is no breach of service agreements
• Establish effective / efficient communications with internal / external communications throughout the setup process
• Ensure all forms/contract received from internal stakeholders are validated before any action in the bank systems is performed within the agreed service levels
• Carry out all types of GTB cash and channels activity as per approved service level arrangements
• Attention to detail in dealing with completing administrative work associated with client implementations

QUALIFICATIONS

• Knowledge
• Key Attributes
• Experience
• Skills

KNOWLEDGE

• Solid understanding of documentation interdependencies between account structures payments collection and electronic banking solutions
• Good knowledge of Microsoft applications
• Fair understanding of administrative functions
• Language proficient: fluent (business) English

KEY ATTRIBUTES

• A self‑starter motivated with aptitude and willingness to undertake self‑learning
• Able to handle confidential information
• High standards on accuracy and completeness
• Tenacity and follow‑through on agreed action items
• Taking initiative
• Must demonstrate a keen interest to learn the business and its processes in order to best support management the teams and clients

EXPERIENCE

• At least three years experience in a similar role or competencies in their recent career

SKILLS

• Good communication skills
• Good organizational and planning skills

REMOTE WORKh3>

No

EMPLOYMENT TYPE

Full‑time