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Jubilee Insurance
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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