Handle paperwork, documentation, and administrative formalities. - Assist with KYC verification and client account opening. - Support daily back-office operations. - Manage client records, data entry, and documentation. - Call clients to schedule meetings with the team. - Make reminder calls to clients for scheduled meetings, pending documents, and other follow-ups. - Coordinate with clients regarding account opening, KYC formalities, and pending requirements. - Maintain accurate client data and update records regularly. - Coordinate with the team to ensure smooth client servicing and daily operations.
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