
Client Services Officer (onboarding)
Jubilee Insurance
Nairobi | Full Time | Insurance
Closing in 2 weeks from now
- We currently have an exciting career opportunity for the role Client Services Officer Onboarding within Jubilee Asset Management Limited. The position holder will report directly to the Assistant Manager-Fund Administration. The role will be based at our Head Office in Nairobi.
Role Purpose
- The Client Services Officer – Onboarding will be responsible for managing the end-to-end onboarding process for new clients, ensuring compliance with regulatory requirements, and delivering a seamless client experience. The role will focus on Know Your Customer KYC checks, account setup, and effective communication with both internal teams and clients.
- The officer will play a critical role in building strong client relationships, supporting operational efficiency, and upholding Jubilee Asset Management Limited’s service standards.
Main Responsibilities
Operational
- Manage the complete onboarding process for new clients, including account opening, KYC verification, and documentation.
- Ensure accurate and timely data entry into client management systems.
- Liaise with compliance, operations, and relationship management teams to ensure smooth onboarding.
- Monitor client account setup progress and resolve any delays or issues.
- Maintain up-to-date records of onboarding activities in line with internal policies and regulatory requirements.
Strategy
- Support initiatives to streamline and enhance the client onboarding process.
- Provide feedback on client needs and service gaps to improve operational efficiency.
- Contribute to the implementation of digital onboarding solutions.
Corporate Governance
- Ensure adherence to regulatory guidelines, AML/KYC requirements, and company policies.
Classified as Non-Business
- Support internal and external audits by providing accurate onboarding records.
- Identify and escalate potential risks in onboarding processes.
People and Culture
- Collaborate with colleagues across teams to deliver excellent client service.
- Uphold Jubilee’s values by fostering a client-centric culture.
- Support knowledge-sharing and contribute to continuous improvement in onboarding practices.
Key Competencies
- Client-focused mindset with strong service orientation.
- High level of integrity and confidentiality.
- Teamwork and collaboration.
- Adaptability and flexibility in handling multiple tasks.
- Strong work ethic and accountability.
Qualifications
- Bachelor’s degree in Business Administration, Finance, Economics, or a related field.
Relevant Experience
- Experience in client services, operations, or onboarding within the financial services or asset management sector.
- Experience with AML/KYC compliance and client onboarding systems is preferred.
Deadine: 29th August 2025.
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