Customer Loyalty Member – Onboarding Private Banking (CEX)
On-site · Brussels, Brussels Capital, Belgium
Job Summary
End-to-end onboarding case ownership for Private Banking clients, coordinating Private Banker, Client, Financial Crime Prevention, Tax, Documentation, Product/IT and other stakeholders to ensure timely completion. Execute operational activities (system inputs, status updates, onboarding steps), proactively contact clients to collect data/docs, monitor lead times and quality, trigger corrective actions, and ensure first-time-right closure. Contribute to dashboards and reporting on backlog, ageing, lead times and quality trends, and drive data-quality improvements across the lifecycle.
Required Qualifications
- Strong operational excellence skills: prioritization, disciplined follow-up, stakeholder management, and a can-do mentality
- Comfortable interacting with clients via email and phone in a professional, service-oriented, and controlled manner
- Good understanding of KYC/AML, documentation completeness, and operational controls in a regulated environment
- Ability to align and steer stakeholders in a clear, assertive, and collaborative manner (Private Banker, FCP, ... as well as documentation and Product/IT related dependencies) to ensure progress and timely case closure
- Data-driven approach: ability to use KPIs/dashboards to monitor backlog, lead times, quality, and recurring issues
- Languages: Full professional proficiency in both national languages (client-facing) and good English
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