Posted on: 11 March 2023
ID 854272

CRM Coordinator (IOC-O)

Work with fellow professionals in the South African Offshore Solutions Centre of Excellence, as well as with professionals from our BDO International Network office.

We have a vacancy for a multifaceted CRM Coordinator. The individual will be responsible for:
  • Responsible for client take on processes that are compliance specific and relevant to the take on process
  • Responsible for the day-to-day operations and the compliance aspects surrounding CRM
  • Create a series of reports which are regularly updated with key performance information and shared with Risk and
  • Take accountability of any compliance aspects during the clients onboarding and or active engagement/s within the firm
  • Ensuring compliance procedures are followed and during the onboarding and the termination of the client engagement
  • Ensure the integrity of data in the system is regularly reviewed and action taken to ensure consistency and reduce duplication
  • Administering the re-acceptance process of clients
  • Ensuring the accuracy and completeness of all documents accepted
  • Join a dynamic and fast-growing team servicing BDO Network offices and their clients.
Qualifications And Experience

Completed 3 or 4-year BCom Or BAdmin degree

Experience working with interdisciplinary teams.

Proven success in leading CRM training and adoption processes.

#HB
Occupation:
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