Client Services Officer (Onboarding) at Jubilee Insurance

• 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.

• 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.

• 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.

• 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.

• Ensure adherence to regulatory guidelines, AML/KYC requirements, and company policies.

• Support internal and external audits by providing accurate onboarding records.
• Identify and escalate potential risks in onboarding processes.

• 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.

• 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.

• Bachelor’s degree in Business Administration, Finance, Economics, or a related field.

• 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.

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