Key responsibilities

• Assist with onboarding new clients by collecting and processing all required documentation in a timely manner
• Manage and process client documents accurately in accordance with established procedures and timelines
• Verify the accuracy, completeness, and validity of client documentation through detailed checks
• Enter and maintain client information and documentation in the CRM system with full data integrity and confidentiality
• Track document progress throughout the processing workflow and provide updates to clients and internal stakeholders
• Communicate with clients via phone, email, and other channels to request information, clarify details, and provide status updates
• Address and resolve client inquiries and issues related to document processing, escalating complex matters when required
• Provide administrative and operational support to the sales team as needed
• Ensure compliance with regulatory requirements and internal company policies governing documentation and client interactions
• Conduct regular quality checks on processed documents to identify errors or discrepancies and implement corrective actions
• Identify opportunities for process improvement and efficiency gains in document processing and sales support activities
• Collaborate with sales and operations teams to coordinate documentation workflows and resolve processing issues