CRM Coordinator

2 weeks ago


Cape Town, South Africa BDO South Africa Full time

Work with fellow professionals in the South African Offshore Solutions Centre of Excellence, as well as with professionals from our BDO International Network office.

We have a vacancy for a multifaceted CRM Coordinator. The individual will be responsible for:

- Responsible for client take on processes that are compliance specific and relevant to the take on process
- Responsible for the day-to-day operations and the compliance aspects surrounding CRM
- Create a series of reports which are regularly updated with key performance information and shared with Risk and
- Take accountability of any compliance aspects during the clients’ onboarding and or active engagement/s within the firm
- Ensuring compliance procedures are followed and during the onboarding and the termination of the client engagement
- Ensure the integrity of data in the system is regularly reviewed and action taken to ensure consistency and reduce duplication
- Administering the re-acceptance process of clients
- Ensuring the accuracy and completeness of all documents accepted
- Join a dynamic and fast-growing team servicing BDO Network offices and their clients.

Qualifications and experience:
Completed 3 or 4-year BCom Or BAdmin degree

Experience working with interdisciplinary teams.

Proven success in leading CRM training and adoption processes.


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