Onboarding Associate

Taurex; Bogotá; Presencial; COP 22.320.000 - 33.480.000; Jornada completa

Descripción de la vacante

A financial technology company in Bogotá is seeking a proactive Onboarding Associate to ensure seamless onboarding experiences for global clients. The role involves reviewing client documentation, resolving inquiries, and liaising with various departments. Ideal candidates should have experience in customer support and be fluent in English. This is a full-time, entry-level position focusing on Human Resources.

Formación

• Previous experience working in a customer support/account opening position is preferable.
• Must be fluent in written and spoken English, additional languages are preferable.
• Self-motivated with the ability to take full ownership of the role.

Responsabilidades

• Review and process client documentation as per company policies.
• Respond to inquiries and resolve issues promptly.
• Be the liaison between client requests and various departments.

Conocimientos

Customer support experience

Fluent in English

Problem-solving skills

Descripción del empleo

Overview

Taurex Bogota, D.C., Capital District, Colombia

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Vision – to inspire the financial confidence of traders and investors of the world.

Mission – Empowering people to take charge of their financial decisions through trusted, cutting-edge tools and experiences, personalised support, and tailored education.

Who is Taurex?

• We are Human
• We empower all with Knowledge
• We are forging the Future
• We earn trust through Integrity
• We provide global expertise with a Local Touch

With over 50 years of combined industry experience, our management team are passionate about building a brokerage to compete with the most reputable brands in the industry. We are focused on building our own path, through superior technology and excellent service with a clear understanding of our client’s needs.

Along with a wide range of available products including Forex, Cryptos, Indices, Shares and Commodity CFDs, we also provide excellent learning resources and market analysis, superfast execution, competitive leverage, and exceptional customer service.

Our culture is being driven by our core values which are Integrity, Collaboration, Curiosity, Tenacity and Excellence. We treat our colleagues with respect and kindness, we work as a team and a family, we are detail oriented and think outside the box. We are determined, have a great work ethic and we work in a fast-paced environment.

We are expanding at a fast pace and there are lots of opportunities for input and growth within your role. If you are interested in joining us at this exciting time, then read on!

About the role

We’re looking for a proactive and enthusiastic Onboarding Associate to ensure seamless onboarding experiences for our global clients. You’ll be the first point of contact for new clients, guiding them through our onboarding process and ensuring their accounts are set up accurately, efficiently, and in full compliance with industry regulations.

Key Responsibilities

• Review and process client documentation in accordance with company policies and procedures
• Conduct KC/DD on customer documentation
• Obtain and evaluate all relevant information and client documentation to handle inquiries correctly
• Respond promptly to inquiries, handling and resolving them accordingly
• Communicate and coordinate issues with other departments
• Promptly direct requests and unresolved issues to the designated person/department
• Be the liaison between client’s requests, sales, customer support and back-office operations
• Offer support to the Account Managers from all regions
• Review, request and update documentation and client accounts as required
• Any other duties reasonably required for the role

Experience and Qualifications

• Previous experience working in a customer support/account opening position is preferable
• Must be fluent in written and spoken English, additional languages are preferable
• Must be self-motivated and driven and have the ability to take full ownership of the role

Person Specification

• Good time management and priority handling
• Ability to diagnose and resolve problems, with a tenacious attitude
• Initiative to question and find answers to problems, to be customer-centric
• Able to work effectively within a global team and work in a collaborative way
• Ability to work shifts is essential

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Human Resources