Roles & Responsibilities:
• Data Management: Accurately record, update, and maintain customer data in the system.
• Account Management: Manage client accounts, update records, and resolve discrepancies.
• Financial Operations: Process invoices, receipts, and conduct audits for Clients.
• Communication & Correspondence: Handle internal and external communication professionally.
• Workflow Management: Ensure smooth business operations by coordinating with other departments.
• Documentation & Compliance: Manage client documentation and adhere to KYC (Know Your Customer) compliance.