Business Support and Operations Coordinator

Role and Responsibilities



1- Client Onboarding

■ Prepare and coordinate onboarding documentation in line with established guidelines.
■ Maintain a structured and organized filing system for all onboarding records.
■ Liaise with stakeholders to ensure smooth post-onboarding transitions.
■ Follow up with Relationship Managers (RMs) for any missing or exceptional documentation.
■ Ensure onboarding is completed within defined SLAs.
■ Generate regular reports on onboarding status and key metrics.
Business Support & Lead Management
■ Maintain and update the CRM system with accurate and current information.
■ Schedule meetings with prospective clients via phone and email, including cold outreach when needed.
■ Perform name clearance and duplicate checks to ensure data integrity.
■ Track meeting outcomes and follow up with RMs to capture progress and next steps.
■ Collaborate with RMs to support timely and aligned business development efforts.
Office Administration
■ Provide administrative support including scheduling, correspondence, and document handling.
■ Coordinate logistics for internal meetings and manage office supplies.
■ Assist in formatting and watermarking internal presentations.
■ Greet and assist visitors, maintaining a professional office environment.
Lead Generation
■ Conduct research to identify and qualify potential new leads.
■ Gather and verify lead information, including contact details and LinkedIn profiles.
■ Ensure CRM records are accurate and complete before initiating outreach.
■ Enrich existing leads with relevant data to support conversion efforts.