⏱︎ Total number of hours : 330 hours
📝 Language : English
Course Description:
The Back Office Associate - Financial Services course is a comprehensive training program designed for individuals seeking to build a career in the back office operations of the financial services industry. This online course focuses on developing the essential skills required to handle documentation, manage customer records, and coordinate effectively with different departments within a financial institution. The training also incorporates critical employability skills to ensure participants are well-prepared for entry-level roles in banking operations.
Spanning over three months (330 hours), this course provides practical and theoretical knowledge, with a focus on the behind-the-scenes operations that ensure smooth functioning in financial institutions. It’s ideal for individuals who are looking to pursue careers in banking operations, processing, and financial services support roles.
Prospective Occupation Post-Training Completion:
Upon successful completion of the course, participants will be well-equipped to pursue roles in Banking Operations, where they can manage back office functions like documentation handling, customer record management, and inter-departmental coordination. Graduates may find opportunities as Back Office Associates, Administrative Assistants, or Banking Support staff within financial institutions, handling essential operational tasks that support front-end services and ensure smooth functioning of daily banking activities.
Program Module
o Roles and responsibilities within the back office of financial institutions.
o Best practices for managing customer documentation and records.
o Understanding compliance and data protection in handling sensitive customer information.
o Tools and techniques for effective communication and workflow management between different teams.
o Problem-solving strategies for handling issues that may arise between departments.
o Streamlining processes to ensure efficient operations and customer satisfaction.
management, and attention to detail.
o Professional conduct in the workplace, including ethics and responsibility.
o Building a career in back office operations and understanding career progression opportunities.
o Practical tips for excelling in interviews and job readiness.