Documentation / Client Case Specialist
- Джерело:
- djinni.co
Що робити
- Manage multiple client cases from onboarding through completion.
- Collect, prepare, review, and organize client documentation.
- Check personal, identification, financial, and company information for completeness and accuracy.
- Complete forms and ensure that all required information is submitted correctly.
- Identify missing or incorrect information and follow up with clients.
Що очікуємо
- At least two years of experience in document-based case management, client onboarding, administration, compliance support, legal support, accounting support, banking operations, insurance, immigration, property transactions, or a similar field.
- Hands-on experience preparing, completing, collecting, reviewing, or verifying client documents.
- Experience working with personal, identification, financial, or confidential information.
- Experience managing several cases simultaneously and tracking each case until completion.
- Strong written and spoken English at C1 level.
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