CSR for KYC Client Outreach

apartmentCognizant Technology Solutions Asia Pacific Pte. Ltd. placeTaguig calendar_month 

Job Description

Responsibilities:

  • Conduct outreach to clients via email and phone to request and follow up on required KYC documentation.
  • Explain regulatory requirements and documentation needs clearly and professionally.
  • Review and validate client-submitted documents for completeness and accuracy.
  • Coordinate with internal teams (Compliance, Relationship Managers, Operations) to resolve KYC-related issues.
  • Track outreach progress and maintain detailed records in internal systems.
  • Escalate high-risk or non-responsive cases to appropriate stakeholders.
  • Ensure timely completion of KYC refreshes and remediation tasks.
  • Adhere to internal policies, procedures, and regulatory guidelines (e.g., BSA, USA PATRIOT Act, FATCA).
  • Strong understanding of U.S. KYC/AML regulations and documentation requirements.
  • Excellent communication skills (verbal and written) in English.
  • Experience in client-facing roles, preferably in a global banking environment.
  • Familiarity with FATCA, CRS, and other global regulatory frameworks.
  • Participate in process improvement initiatives and team meetings.
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