Customer Experience Coordinator

Job Description Summary

We are seeking a meticulous and organized Customer Engagement Coordinator to play a vital role in ensuring accurate customer records, regulatory compliance, and efficient onboarding processes. In this role, you will be responsible for validating data, reviewing customer documentation, and creating and maintaining onboarding records. Acting as a key support resource for our Customer Engagement Specialists and Managers, you will contribute to maintaining exceptional service standards and streamlined operations. This role is ideal for someone who thrives in a detail-oriented, process-driven environment within a customer-focused team.

Responsibilities

Data Validation: Review and validate customer information to ensure accuracy, consistency, and alignment with organizational and regulatory standards. Document Review: Analyze and verify customer-submitted documents for completeness, accuracy, and compliance with regulatory guidelines. Onboarding Records: Create, maintain, and review onboarding records for new customers, ensuring all documentation and data are accurate and complete before activation. Regulatory Compliance: Conduct regulatory validations to ensure all customer records and processes meet industry standards and legal requirements.

Data Validation: Review and validate customer information to ensure accuracy, consistency, and alignment with organizational and regulatory standards.

Document Review: Analyze and verify customer-submitted documents for completeness, accuracy, and compliance with regulatory guidelines.

Onboarding Records: Create, maintain, and review onboarding records for new customers, ensuring all documentation and data are accurate and complete before activation.

Regulatory Compliance: Conduct regulatory validations to ensure all customer records and processes meet industry standards and legal requirements.