1. Team Operational Support
• Support the AM Team in managing day-to-day client communications, ensuring that all inquiries are logged and responded to with speed and professionalism.
• Assist in the maintenance of client records, fee schedules, and service configurations within our internal systems.
• Act as a liaison between the AM team and internal departments (Operations, Compliance, and Tech) to follow up on pending tasks or client requests.
2. Infrastructure & Service Mapping
• Develop a working knowledge of our upstream Partner Infrastructure (e.g., Virtual Account structures from partners).
• Assist the Senior AM in the implementation phase—helping to map these “core rails” into the final DSG service that the client interacts with.
•Maintain up-to-date documentation on corridor availability, partner capabilities, and technical requirements.
3. Transaction & Health Monitoring
•Conduct daily monitoring of transaction logs to ensure service stability; identify and flag any anomalies (e.g., delays or spikes in failures) to the Senior AM.
•Pull data from various partner portals to assist in investigating simple transaction queries or status updates.
•Help prepare performance data for weekly and monthly client reports, ensuring accuracy in volume and fee calculations.
4. Onboarding & Documentation
•Support the client onboarding journey by coordinating the collection of KYB (Know Your Business) documents and ensuring they meet the requirements of both DSG and our infrastructure partners.
•Assist in creating and updating user manuals, onboarding checklists, and FAQs to help streamline the client experience.