iFAST Global Bank Limited

Senior Executive, Customer Excellence and Governance

iFAST Global Bank Limited

full-time

Posted on:

Origin:  • 🇬🇧 United Kingdom

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Job Level

Senior

About the role

  • Assist with document collection and preparation for regulated client onboarding.
  • Learn and support the use of onboarding platforms and account opening systems.
  • Provide first-line support to clients on onboarding steps and digital platforms.
  • Collect client feedback to share with the wider team for process improvements.
  • Support the maintenance of up-to-date KYC/KYB records and periodic review data.
  • Ensure all client files are accurately documented and securely stored.
  • Assist with gathering information for audits and internal reviews.
  • Learn to identify potential gaps or issues in onboarding or compliance documentation.
  • Respond to customer queries and direct issues to appropriate team members.
  • Support the customer excellence team in ensuring a smooth handover from onboarding to BAU servicing.
  • Monitor and log customer feedback and assist with service quality reviews.
  • Draft, review, and update policies and procedures to align customer experience initiatives with governance and compliance requirements.
  • Monitor regulatory developments and ensure internal practices and policies are updated accordingly.
  • Assist with tracking key performance indicators (KPIs) such as client onboarding time and service response metrics.
  • Work with senior team members to track and follow up on open queries or complaints.
  • Assist with payment, deposits, and account disputes and queries.
  • Help compile reports and client data for internal use or meetings.
  • Maintain secure and accurate records of client data in line with GDPR and internal controls.
  • Handle confidential data responsibly and escalate any concerns immediately.
  • Coordinate with internal teams including compliance, operations, and IT to resolve issues or service delays.

Requirements

  • 2+ years of experience in customer service, onboarding, financial services, or administrative roles.
  • Interest in financial regulation, client service, and operational risk.
  • Strong communication and interpersonal skills.
  • Attention to detail and a methodical approach to tasks.
  • Ability to work well under supervision and take initiative when required.
  • Proficiency in MS Office (Word, Excel, Outlook).
  • Organised, reliable, and willing to work flexibly within a team.
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