Support our corporate card implementation and Card Sales Teams by coordinating the submission and return of legal agreements, KYC & AML artifacts required to onboard corp card clients
Act as a trusted advisor to both clients and internal partners sales/relationship managers/Vendor
Responsible for providing standard legal agreements or work with appropriate internal praters to have negotiated agreements drafted.
Instruct clients on needed KYC and AML artifacts required to facilitate the documentation review and approval process.
Communicate and follow-up with clients and internal partners to ensure necessary legal docs and pre-requisite are met to advance the onboarding process
Respond to clients and internal partners inquiries related to legal agreements, AML & KYC related questions
Utilize email, phone , conference call settings to communicate with clients and internal partners
Ensure all agreements, AML & KYC documents are accurate, execute correctly by client and archived in system of records
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to
HR@insightglobal.com.
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https://insightglobal.com/workforce-privacy-policy/ .
- Minimum of 2 years in a customer service and or client/customer facing role
- Prior banking, card, or treasury experience
- Ability to demonstrate ownership, CARE standards and to put client first
- Strong team player
- Possess strong organizational and communication skills
- Comfortable learning and adapting to changing tech tools and work process
- Working knowledge of Microsoft Outlook, Microsoft Teams, and other Microsoft Office Product suites
- Access to quiet (non-public) professional work environment given role is remote
Access to reliable and High Speed Internet
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.