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.

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